PROPERTY FUNDS >
MERCHANT WEST SANLAM COLLECTIVE INVESTMENTS Global Property Income Fund
This Fund is suitable for investors seeking a specialist global property portfolio with the objective of providing investors with high income and long term capital appreciation.
11.5%
The Annualised Performance of the fund is calculated over a 10 year period.
Annualised Performance
1.44%
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:
AGGRESSIVE
An investment time horizon refers to the minimum amount of time needed to hold onto an investment to see possible growth.
Investment Horizon:
10+ years
This Fund seeks to provide long-term capital growth with a level of risk acceptable to an investor with an aggressive risk profile.
VIEW FACT SHEET
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FUND STRATEGY
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 manager may also be allowed to invest in offshore investment as permitted by legislation. The manager may also invest in participatory interest 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 African and which is consistent with the portfolio’s primary objective.
ASISA FUND CATEGORY
Global – Real Estate – General
BENCHMARK
GPR 250 REIT Index Total Return (TR) measured in rands
INCEPTION DATE
16 Apr 2009
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.
INVEST NOW
Invest in this fund today, choose an option below which best suits you
OR
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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RELATED FUNDS
Local Equity Funds >
MERCHANT WEST ANLAM COLLECTIVE INVESTMENTS DIVIDEND EQUITY FUND
This Fund is suitable for investors with a high-risk tolerance, seeking income plus capital growth. This Fund focuses on investing in high dividend-paying companies and can invest locally as well as up to 45% offshore.
For the aggressive investor
Investment horizon:
10+ years
Local Equity Funds >
MERCHANT WEST SANLAM COLLECTIVE INVESTMENTS VALUE FUND
This Fund is suitable for investors seeking long-term capital growth with a high tolerance towards market volatility. The Fund invests exclusively in SA equities with the aim of outperforming the local equity market over time by selecting shares based on a value philosophy.
For the aggressive investor
Investment horizon:
10+ years
FEEDER FUND >
MERCHANT WEST SANLAM COLLECTIVE INVESTMENTS GLOBAL EQUITY FEEDER FUND
This Fund is suitable for investors seeking long-term capital growth from a diversified portfolio of global equities. It seeks to outperform world equity markets without a greater risk of loss.
For the aggressive investor
Investment horizon:
10+ years
View details & invest
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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
