PAYERS & GROWERS® FUNDS >
MERCHANT WEST SANLAM COLLECTIVE INVESTMENTS Global Managed Growth Fund
This Fund is suitable for investors with a risk profile that is moderate to aggressive due to the portfolio’s asset class diversification.
8.2%
The Annualised Performance of the fund is calculated over a 5 year period.
Annualised Performance
1.32%
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
A Moderate Aggressive investor values higher long-term returns and is willing to accept significant risk. This investor believes higher long-term returns are more important than the protecting principal.
Risk profile:
MODERATE AGGRESSIVE
An investment time horizon refers to the minimum amount of time needed to hold onto an investment to see possible growth.
Investment Horizon:
8-9 years
This Fund is suitable for an investor seeking to achieve a return of US Inflation (CPI) + 3% or more over rolling three year periods at moderate aggressive risk levels.
VIEW FACT SHEET
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FUND STRATEGY
To achieve its investment objective this fund will, apart from assets in liquid form, will invest in equity securities (including common stocks, preference shares and other securities with equity characteristics or conferring the right to acquire equity securities), bonds (fixed and/or floating, government and/or corporate) and money market instruments (including, but not limited to commercial paper, certificates of deposit, banker’s acceptance, notice deposits, debentures and treasury bills all of which have a maturity of less than one year). The manager may from time to time invest in listed and unlisted financial instruments in accordance with the provisions of the Act, and the Regulations thereto as amended from time to time, in order to achieve the portfolio’s investment objective. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes, registered in South Africa and other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and the trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.
ASISA FUND CATEGORY
Global – Multi Asset – Flexible
BENCHMARK
US CPI + 3% ZAR
INCEPTION DATE
18 Aug 2015
REGULATION 28
No
PORTFOLIO MANAGERS
Ian Anderson
Head of Listed Property & Portfolio Manager
Ian Anderson
Head of Listed Property & Portfolio Manager
Ian joined Bridge Fund Managers (formerly Grindrod Asset Management) as Chief Investment Officer in September 2009. He joined Counterpoint after it acquired Bridge Fund Managers in 2020. Prior to that, he ran his own consultancy where his clients included Marriott Asset Management, Fortress Asset Managers (part of the Resilient group of companies) and the Property Loan Stock Association of South Africa. Ian was the Investment Director at Marriott Asset Management from 2002 to 2007, having joined the firm as an Investment Analyst in 1996.
Richard Henwood
Portfolio Manager
Richard Henwood
Portfolio Manager
Richard has over 12 years of investment experience which he gained in both the UK and South Africa. He spent 9 years in London working for Schroders Investment Management, hedge funds Trafalgar Asset Managers and CapeView Capital LLP. There he gained valuable insight into various investment strategies including long-only, event-driven, credit, private equity and long-short equity. He returned to South Africa in 2013 and worked for Atlas Trading (Grindrod) before joining Bridge Fund Managers (formerly Grindrod Asset Management) in 2014, and Counterpoint in 2020.
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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:
Sanlam Collective Investments
0860 100 266
service@sanlaminvestments.com
Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za
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MERCHANT WEST SANLAM COLLECTIVE INVESTMENTS WORLDWIDE FLEXIBLE FUND
This Fund is suitable for an investor who seeks to generate returns significantly greater than inflation over the long term, while protecting capital against permanent loss through rigorous adherence to a value-based philosophy.
For the moderate aggressive investor
Recommended investment horizon: 8-9 years
PAYERS & GROWERS® FUNDS>
MERCHANT WEST SANLAM COLLECTIVE INVESTMENTS MANAGED P&G® FUND
This Fund is suitable for investors with a risk profile that is moderate to aggressive due to the portfolio’s asset class diversification.
For the moderate aggressive investor
Recommended investment horizon: 8-9 years
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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
