GLOBAL FUNDS >
MERCHANT WEST GLOBAL VALUE FEEDER FUND
This Fund is suitable for investors seeking long-term capital growth with protection against permanent capital losses.
4.3%
The annualised performance of the fund is calculated over a 10 year period.
annualised performance
1.0%
The management fee you pay is based on the fund selected and calculated on your total contributions, and then applied to the overall value of your portfolio. The annual management fee differs for each fund. Please view the fund’s factsheet for the fee percentage.
MANAGEMENT FEE
An aggressive investor is willing to risk losing money to potentially achieve better results. They tend to be market-savvy with an understanding of the volatility of securities and follow strategies for achieving higher than average returns.
Risk profile:
MODERATE TO Aggressive
An investment time horizon refers to the minimum amount of time needed to hold onto an investment to see possible growth.
Investment Horizon:
7+ years
To generate real returns in excess of the benchmark over time, with lower than average risk of permanent capital loss.
Click the below links for more information:
PRICE Class A
PRICE Class D | Top-Up Form | Audited Annual Financial Statements
VIEW FACT SHEET
Scheme Particulars
Key Investment Information Document (KIID)
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FUND STRATEGY
The Fund’s aim is to generate returns greater than US inflation and commensurate with global equities over the long term. The Fund invests mainly in global companies at a discount to intrinsic value, while using the flexibility of the mandate to protect capital and enhance returns by investing in other mispriced global assets.
DOMICILE
Guernsey
BENCHMARK
MSCI All Countries World Index (USD)
INCEPTION DATE
03 Sept 2024
REGULATION 28
No
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FAQ’s
What is tax-free investing?
Tax-free investing does not require payment of tax on interest and dividends earned, nor on capital gains. In a tax free investment, you may invest up to R36 000 per tax year and up to R500 000 over your lifetime.
Can I withdraw a portion of my investment when investing in a tax-free investment?
Yes you may withdraw from a tax-free investment. After withdrawing a portion, you cannot reinvest more to your investment if you’ve already contributed to the maximum limit for that tax year.
What is the minimum lump sum I can invest?
The exact minimum investment amount is listed on the fund fact sheet however, the general minimum lump sum deposit is R10 000.00.
What is the minimum monthly investment amount for each fund?
The exact minimum investment amount is listed on the fund fact sheet however, the general minimum monthly investment amount of R500.00
Is there a minimum deposit amount?
Yes, the exact minimum investment amount is listed on the fund fact sheet however, the general minimum lump sum deposit is R10 000.00 and a monthly investment minimum amount of R500.00
Can I change my monthly recurring debit order, make additional investments or withdraw money?
Yes, you are able to change your monthly recurring debit order – provided it’s not less than the minimum of the fund you are invested in. You’re also able to make additional investments and withdraw money at any time. You can do this online via Secure Services, rather than through Smart Invest itself.
Note: If a debit order collection date falls on a non-business day, we will collect it on the first available business day thereafter.
Once you commit to investing, you have the option of paying a lump sum amount once off or a lump sum payment as often as you would like. The minimum lump sum deposit is R10 000.00. You may invest monthly at a minimum of R500.00.
How much notice is required to withdraw my money?
No notice is required to withdraw money from a unit trust investment. It takes 2 – 3 business days for a withdrawal instruction to be processed from the time the instruction is successfully submitted.
What are the fees charged?
We don’t charge performance fees and the cost of our portfolios averages as the lowest in the market within active fund management. To view all the fees charged, read through the Fund Fact Sheet available on this site alongside the Fund.
What are your minimum FICA requirements?
For an individual investor:
Certified South African ID (green or bar-coded identity document) or a valid passport (for foreign residents).
Proof of residential address such as a recent copy of a utility bill.
Contact Details
SA Income Tax Registration Number, where applicable
How do I check fund performance?
Go to www.cp.sanlam.co.za/
Select Register and insert your ID Number and Surname or Sanlam product number/ membership number and click Search.
Confirm your cell number and your e-mail address – click Next.
Choose a username. A temporary password will be sent to your cell phone number. Enter the temporary password that was sent to you and change your password as the temporary password may only be used once.
Once you have registered, you will see a summary of all your Sanlam products.
Click on a product to view more details on that product.
CONTACT US
NEED FURTHER ASSISTANCE?
FOR ANY ASSISTANCE OR QUESTIONS PLEASE CONTACT:
JTC Fund Solutions (Guernsey) Limited
+44 (0)1481 702400
Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za
BOOK A FREE, NO-OBLIGATION CONSULTATION
Contact us today to set your financial plan in motion. We’ll advise you on the right investment plan and tax benefits to suit your needs.
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Merchant West Investments
6th Floor, The Terraces, 25 Protea Road
Claremont, Cape Town, 7708
+27 21 492 0200 | invest@merchantwest.co.za
Merchant West Investments FSP 44508
