LOCAL EQUITY FUNDS >
MERCHANT WEST SANLAM COLLECTIVE INVESTMENTS VALUE FUND
This Fund is suitable for the investors seeking long term capital growth with a high tolerance towards market volatility. The Fund invests exclusively in South African equities with the aim of outperforming the local equity market over time by selecting shares based on a value philosophy.
11.0%
The Annualised Performance of the fund is calculated over a 10 year period.
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Annualised Performance
1.41%
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
To seek long-term capital growth with a level of risk acceptable to the more aggressive investor.
VIEW FACT SHEET
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FUND STRATEGY
The portfolio may invest in listed and unlisted financial instruments that will only be limited by the statutory limitations placed on the inclusion of financial instruments in portfolios. At all times at least 80% of the portfolio’s investments will be in listed equity securities. The Funds limits will be aligned with that of the Asisa Fund Classification: SA – Equity – General. The portfolio may invest in financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, as well as in offshore investments as permitted by legislation, in order to achieve the portfolio’s investment objective. The manager may from time to time invest in participatory interests in portfolios of collective investment schemes registered in the Republic of South Africa and which are consistent with the portfolio’s investment policy.
ASISA FUND CATEGORY
SA Equity – General
BENCHMARK
FTSE/JSE All Share Index
INCEPTION DATE
3 Jan 2012
REGULATION 28
No
PORTFOLIO MANAGERS
Rudi van Niekerk
Portfolio Manager
Rudi van Niekerk
Portfolio Manager
Rudi has more than a decade experience investing in South African listed equities with a focus on small- and mid-caps. Previous experience includes private equity and commodity trading. Rudi is the co-portfolio manager (together with Piet Viljoen) of the SA Value Fund. He holds Bachelor of Commerce and MBA (cum laude) degrees from the University of Stellenbosch and completed the CFA examinations.
PIET VILJOEN
Executive Director & Portfolio Manager
PIET VILJOEN
Executive Director & Portfolio Manager
Piet has over 25 years of experience in the investment industry. He started out as a lecturer at the University of Pretoria, before joining the South African Reserve Bank as an economic analyst. Piet discovered value investing at Allan Gray Investment Counsel, where he became a portfolio manager in 1991. In 1995, Viljoen moved to Investec Asset Management where he built up a following as the portfolio manager of the Investec Opportunity Fund before leaving to set up value manager RECM (Regarding Capital Management) in 2003. RECM merged with like-minded firm Counterpoint Asset Management in 2020 where Piet continues to manage funds with mandates that suit his value-oriented style. In addition to his fund management responsibilities he is a director of various listed and unlisted businesses.
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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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Investment horizon:
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For the aggressive investor
Investment horizon:
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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 greater risk of loss.Â
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