Unit trusts provide an excellent and extremely popular means of investing your money. Read the answers to these questions if you need more detailed information about unit trusts.
Click on fund name for more fund information in Acrobat format.
| Fund | Min.
lump sum | Min.
monthly | Costs | Excl.
VAT
% |
|---|
Sanlam Namibia Growth Trust (Class A - Retail)
Sanlam Namibia Growth Trust (Class B - Wholesale) | N$2 000
N$1m
| N$200
N$5 000
| Initial charge:
Service fee:
Initial charge:
Service fee: | 4.00%
1.50%
0.00% 0.75%
|
Sanlam Namibia Global Fund (Class A - Retail)
Sanlam Namibia Global Fund
(Class B - Wholesale)
| N$2 000
N$1m
| N$250
N$5 000
| Initial charge:
Service fee:
Initial charge:
Service fee: | 4.00%
1.75%
0.00% 1.00%
|
Sanlam Namibia Managed Prudential Fund
(Class A - Retail)
Sanlam Namibia Managed Prudential Fund
(Class B - Wholesale)
| N$2 000
N$1m | N$200
N$5 000 | Initial charge:
Service fee:
Initial charge:
Service fee: | 4.00%
1.50%
0.00%
0.75% |
Sanlam Namibia Inflation Linked Fund
(Class A - Retail)
Sanlam Namibia Inflation Linked Fund
(Class B - Wholesale) | N$2 000
N$1m | N$200
N$5 000 | Initial charge:
Service fee:
Initial charge:
Service fee: | 1.75%
1.50%
0.00%
0.75% |
Sanlam Namibia Enhanced Cash Fund
(Class - Retail)
Sanlam Namibia Enhanced Cash Fund
(Class B - Wholesale) | N$1 000
N$1m | N$500
N$5 000 | Initial charge:
Service fee:
Initial charge:
Service fee: | 0.60%
0.60%
0.00%
0.50% |
Sanlam Namibia Money Market Fund
(Class A - Retail)
Sanlam Namibia Money Market Fund
(Class B - Wholesale) | N$1 000
N$1m | N$500
N$5 000 | Initial charge:
Service fee:
Initial charge:
Service fee: | 0.60%
0.60%
0.00%
0.50% |
Sanlam Namibia Active Fund
(Class A - Retail)
Sanlam Namibia Active Fund
(Class B - Wholesale) | N$5 000
N$1m | N$200
N$5 000 | Initial charge:
Service fee:
Initial charge:
Service fee: | 1.00%
1.00%
0.00%
0.60% |
SIM Namibia Floating Rate Fund
(Class A - Retail)
SIM Namibia Floating Rate Fund
(Class B - Wholesale)
| N$1 000
N$1m
| N$500
N$5 000
| Initial charge:
Service fee:
Initial charge:
Service fee:
| 0.60%
0.60%
0.00%
0.45%
|
SIM Namibia Value Fund
(Class A - Retail)
SIM Namibia Value Fund
(Class B - Wholesale)
| N$1 000
N$1m
| N$200
N$5 000
| Initial charge:
Service fee:
Initial charge:
Service fee:
| 4.00%
1.50%
0.00%
0.75%
|
SIM Namibia Property Fund (Class A - Retail)
SIM Namibia Property Fund
(Class B -
Wholesale)
| N$1
000
N$1m
| N$200
N$5
000
| Initial
charge:
Service fee:
Initial
charge:
Service fee:
| 4.00%
1.50%
0.00%
0.75%
|
SIM Namibia Low Equity Fund
(Class A - Retail)
SIM Namibia Low Equity Fund
(Class B -
Wholesale)
| N$1
000
N$1m
| N$200
N$5
000
| Initial
charge:
Service fee:
Initial
charge:
Service fee:
| 4.00%
1.50%
0.00%
0.75%
|
RSA funds
How to compile a unit trust portfolio
By investing in an SP² investment, you have the option to choose, customise and manage your own unique investment portfolio. You can also change and adapt your portfolio as your needs and circumstances change.
To help you choose unit trusts and money market funds for your portfolio, the SP² research team has compiled a list of recommended funds from various management companies in Namibia and South Africa that have the potential to provide good returns. This "shopping list" is updated regularly as market conditions change. The shopping list also advises how to structure your unit trust portfolio according to your risk profile so that you gain appropriate exposure to the various asset classes.
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