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|
Fund |
Minimum Lump Sum |
Minimum Monthly |
Costs |
% |
Sanlam Global
Balanced Fund |
$1 000 |
N/A |
Initial charge:
Service fee:
|
4.00%
1.50%
|
Sanlam Global
Equity Fund |
$1 000 |
N/A |
Initial charge:
Service fee:
|
4.00%
1.50%
|
Sanlam Universal
Equity Fund |
$1 000 |
N/A |
Initial charge:
Service fee:
|
4.00%
1.50%
|
|
Sanlam World Equity Tracker Fund
|
$1 000 |
N/A |
Initial charge:
Service fee:
|
4.00%
1.00%
|
Sanlam Universal
Bond Fund |
$1 000 |
N/A |
Initial charge:
Service fee:
|
4.00%
1.00%
|
Sanlam Global
Best Ideas Fund |
$1 000 |
N/A |
Initial charge:
Service fee:
|
4.00%
1.50% + performance fee of 20% of outperformance of benchmark. No cap.
|
| Sanlam Global Financial Fund |
$1 000 |
N/A |
Initial charge:
Service fee:
|
4.00%
1.25% + performance fee of 20% of outperformance of benchmark. No cap. |
| Sanlam Strategic Cash Fund |
$1 000 |
N/A |
Initial charge:
Service fee:
|
4.00%
0.65%
|
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