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Imagine if you could learn everything you need to know about investing from yourself.

Big dreams often come with a big price tag. Whether you’re saving for a holiday, preparing for a rainy day or ticking items off your lifetime bucket list, an “older you” would probably suggest that you put more thought into how you invest your money than into how you spend it.

Saving is a good start, but stashing your money in a savings account and waiting for the interest to accumulate won’t help you tick off those big bucket list dreams. To live a life of freedom and choice, you need to invest smartly.

From only R500 per month, Sanlam Investments’ Unit Trusts provide an easy and flexible solution to help you grow your money and build a future that your “future self” would be proud of.

 

How it works
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Invest in unit trusts

Affordable and effortless investments from just R500 per month.

With Sanlam Investments’ Unit Trusts, making smart investment decisions is easy. Using our simple online investment tool Smart Invest, we’ll give you access to funds managed by South Africa’s top investment experts, helping you invest in the best fund for your budget and risk appetite.

How it works

A unit trust is the ideal solution for you if you want to invest a relatively small amount of money in shares and bonds that you wouldn’t otherwise have access to.

  • Start by investing a monthly amount or lump sum with Smart Invest.
  • Our experts will use your investment to buy a selection of top-performing shares and other assets on your behalf to create an investment portfolio.
  • The finished portfolio is split into many equal slices called units. These units are divided among you and fellow investors according to the amount each investor contributed.
  • When the companies that our experts invested in perform well, your money will grow and generate a return. In time, those returns have the potential to generate real wealth.

The benefits

Sanlam Investments’ Unit Trusts enable you to:

  • Start investing from only R500 per month
  • Invest in top companies without spending a fortune
  • Have professionals manage your investments on your behalf
  • Enjoy peace of mind that your investment is protected against potential fall in the value of a single share

Tax-free vs. standard unit trusts ?

A tax-free unit trust is pretty much like any normal unit trust, except that you don’t pay any tax on your interest, dividends earned, or capital gains. The fact that you don’t have to pay tax on the growth of your investment makes this a far more effective way to reach your goals.

The tax benefit is limited to a maximum investment amount of R33 000 per tax year or R500 000 over a lifetime. Investing tax-free is an effective tool in developing a long-term investment strategy – the longer you invest for, the more you’ll see the benefits of compound interest kick in.

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Don’t let your dreams pass you by - start investing now from only R500 per month with Smart Invest. This convenient online tool helps you invest in minutes, with just a few simple clicks. Smart Invest will guide you through quick and easy steps to find the right investment for your budget and goals.

The future waits for no one, so why wait to start investing? Invest what you can, when you can, and as often as you can.

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Save on your investment

Sanlam Reality is the loyalty programme that rewards you for looking after your money with discounts on wealth, health and lifestyle. This includes up to 100% off asset management charges (the amount charged for managing your investment fund) on Sanlam Investments’ Unit Trusts. Become a member today to discover how Sanlam Reality can work for you.

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Building wealth starts with a plan

You don’t have to have tons of money to invest well. Financially successful people come from all walks of life, from the CEO to the school teacher, but they all share something in common - the importance of understanding where you are now, what your goals are, and committing to them as early as you can.

Use our Needs Assessment Tool to find out how you can build and protect your wealth.

Start now

Invest

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Invest Online Back

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