Stratus Linked Retirement Annuity

With the Stratus Linked Retirement Annuity you can invest in investment funds that are managed by collective investment companies.  You can enjoy the benefits of investing in the stock market for as little as R150 a month.  And you don't even need a lump sum up front to kick off your investment .

For investments in the Sanlam range of funds, the minimum payment is R150 per month if you invest for a term of 15 years or longer, R250 per month if you invest for a term of 10 years or longer but less than 15 years, R400 per month if you invest for a term of 5 years or longer but less than 10 years, or R500 per month for an investment term of less than 5 years. You can also invest a minimum lump sum of R10 000 and if you choose a combination of a lump sum and recurring contributions the minimum lump sum is R2 500.
 
For investments in the External unit trust funds, the minimum premium is R350 per month if you invest for a term longer than 10 years, or R500 per month for an investment term less than 10 years. The minimum lump sum amount is R10 000 and for a combination of a lump sum and recurring contributions the minimum lump sum is R2 500.

Clicking on any of the funds below will open a new browser with comprehensive fund information.
 
To find out more information about the Risk level/Asset class, see the table below.

 

 

Sanlam Unit Trust Funds	Risk level / Asset class
Managed options - Onshore
SIM Managed Conservative Solution	Conservative
SIM Absolute Return Income Fund	Conservative
SIM Mananged Cautious Solution	Cautious
SIM Inflation Plus Fund	Cautious
SIM Managed Moderate Solution	Moderate
SIM Managed Moderately Agressive Solution	Moderately Aggresive
SIM Balanced Fund	Moderately Aggresive
SIM Managed Agressive Solution	Agressive
SMMI Conservative Solution	Conservative
SMMI Cautious Solution	Cautious
SMMI Moderate Solution	Moderate
SMMI Moderately Aggressive Solution	Moderately Aggressive
SMMI Aggressive Solution	Aggressive
Active building blocks - Onshore
SIM Money Market Fund	Cash

            

External unit trust funds	Risk level / Asset class
Managed options - Onshore
ABSA Balanced Fund	Moderate
Allan Gray Stable Fund	Conservative
Coronation Strategic Income Fund	Conservative
Old Mutual Enhanced Income Fund	Conservative
Investec Cautious Managed Fund	Cautious
Old Mutual Dynamic Floor Fund	Cautious
Allan Gray Balanced Fund	Moderate
Investec Managed Fund	Moderate
Nedgroup Managed Fund	Moderate
Oasis Crescent Balanced Progressive Fund of Funds	Moderate
Coronation Balanced Plus Fund	Moderately Agressive
Active Building Blocks - Onshore
Allan Gray Money Market	Cash