Merchant West SCI Worldwide Flexible Fund
MULTI ASSET FUNDS
Merchant West SCI Worldwide Flexible Fund
This Fund is suitable for an investor with a moderate to aggressive risk tolerance. The primary investment objective is to seek inflation-beating returns over the long term with below average risk (lower levels of volatility) for investors. An additional goal is to generate a real return in US dollar terms over time, i.e., we expect the Fund to grow, in US$ terms, in line with or above US rates of inflation, thereby preserving the real value of your capital in hard currency terms.
The Fund is an unconstrained, globally diversified fund that invests in a combination of asset classes: cash, bonds, equities, and commodities. Our point of departure is that the future is unknowable, and forecasting market movements consistently well is an extremely difficult skill. We therefore allocate around 25% to each asset class within the Fund’s portfolio, and weights are rebalanced every two to four months, depending on market movements. Importantly, assets are rebalanced in reaction to market movements, not in anticipation of them.
Portfolio Managers
Piet Viljoen
Portfolio Manager
Daniel King
Portfolio Manager
FUND STRATEGY
The Fund is an unconstrained, globally diversified fund that invests in a combination of asset classes: cash, bonds, equities, and commodities. Our point of departure is that the future is unknowable, and forecasting market movements consistently well is an extremely difficult skill. We therefore allocate around 25% to each asset class within the Fund’s portfolio, and weights are rebalanced every two to four months, depending on market movements. Importantly, assets are rebalanced in reaction to market movements, not in anticipation of them.
ASISA FUND CATEGORY
Worldwide Multi Asset Flexible
BENCHMARK
SA CPI Inflation + 6% per annum
INCEPTION DATE
3 April 2003
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
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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
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
- For the moderate aggressive investor
- Investment horizon: 8-9 years
PAYERS & GROWERS® FUNDS
Merchant West SCI Managed P&G® Fund
This Fund is suitable for a moderate aggressive investor seeking long-term income and capital growth at moderate risk levels.
- For the moderate aggressive investor
- Investment horizon: 8-9 years
