Merchant West SCI Global Managed Growth Fund
PAYERS & GROWERS® FUNDS
Merchant West SCI 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. The primary objective of the Fund is to provide income and capital growth to investors over the long term.
This Fund is suitable for an investor seeking to achieve a return of US inflation (CPI) + 3% or more in rand terms over rolling three-year periods at moderate to aggressive risk levels. The Fund will tend to have a high allocation to global equities and global listed property at all times in order to achieve its objective.
Portfolio Managers
Ian Anderson
Portfolio Manager
Richard Henwood
Portfolio Manager
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 August 2015
REGULATION 28
No
INVEST NOW
Invest in this fund today, choose an option below which best suits you
Frequently Asked Questions
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.
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.
The exact minimum investment amount is listed on the fund fact sheet however, the general minimum lump sum deposit is R10 000.00.
The exact minimum investment amount is listed on the fund fact sheet however, the general minimum monthly investment amount of R500.00
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
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.
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.
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.
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
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.
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Click on a product to view more details on that product.
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
Investment Enquiry
Related Funds
MULTI-ASSET FUNDS
Merchant West SCI 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
- Investment horizon: 8-9 years
PAYERS & GROWERS® FUNDS
Merchant West SCI Value 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
- Investment horizon: 8-9 years
