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Unit Trusts

Affordable, convenient and effortless investments

Sanlam unit trusts give you access to some of Namibia’s top investment managers, so you don’t have to navigate the share markets alone. Our comprehensive range of personal finance products offers a multitude of risk and return options, with a solution for every risk appetite and investment horizon.

From N$500 a month you can enjoy access to a wide range of funds, offering you both local and international investment options. With no lock-in period, unit trusts give you plenty of choice and flexibility. Invest in one or more of our unit trusts today, and start saving towards your financial goals.

Buy Unit Trusts online with Sanlam's Smart Invest platform

You can start investing today with Sanlam Investments’ Smart Invest. Smart Invest is the partner you need to help you create an action plan to reach you goal, guiding you along the way until you get there.

Smart Invest enables you to buy Unit Trusts online by following a few simple steps. First, we ask some questions to get to know you, then share investment options that suite your specific goal.

From just N$ 500 per month, anyone can invest in a Unit Trust made up of shares from top companies while getting more returns than with a traditional savings account

Unit Trusts

Take control of your financial future by investing in our range of unit trusts.

Whatever your investment goal, we can help you create and grow your investment portfolio through our range of unit trusts. You don’t have to invest a lot of money or spend time to understand and navigate the share markets yourself. Our dedicated investment team has the proven skills to manage risks and to create consistent, sustainable performance.

Fixed interest funds

Sanlam Namibia Money Market Fund Download PDF 
Sanlam Namibia Floating Rate Fund Download PDF 
Sanlam Namibia Active Fund Download PDF 

Multi Asset Class Fund

Sanlam Namibia Inflation Linked Fund Download PDF 
Sanlam Namibia All Namibian Fund Download PDF 
Sanlam Namibia Balanced Fund Download PDF 

Real Estate Funds

Sanlam Namibia Property Fund Download PDF 

Equity Funds

Sanlam Namibia General Equity Fund Download PDF 
Sanlam Namibia Value Fund Download PDF 

Offshore Funds

Sanlam Namibia Global Fund Download PDF 

Conversion of investment from the Reversionary Bonus Fund to our Stable Bonus Fund

In an effort to ensure that you always get the most out of your investment, Sanlam will convert your investment from the Reversionary Bonus Fund product to our Stable Bonus Fund product.

The rules of the Stable Bonus Fund are transparent and ensure that bonuses are distributed fairly.

Stable Fund Rules

Reversionary Bonus Products ENG
Individual Smoothed Bonus Products ENG

Forms

PLEASE NOTE: Amid the ongoing coronavirus pandemic, we encourage you to use our Smart Invest online investing platform.

We will continue servicing our investors, whilst we put measures in place to protect our staff.

We recommend speaking to a financial adviser before making any investment decisions.

Application Form - Individual Investors ENG
Application Form - Non-Individual Investors ENG
Additional Investment Form ENG
Cession Form ENG
Investor Details Update Form ENG
Disinvestment Form ENG
Switching Form ENG
Transfer Form ENG
Terms and Conditions ENG

Buy Unit Trusts Now

Sanlam Family Savings Plan

The Sanlam Family Savings Plan enables you to make your financial dreams a reality. This plan provides a tax-free lump sum after a minimum of five years.

Download the Sanlam ELM brochure

Education

Secure your child’s future by planning for their education today.

Every parent wants to help their children make the most of life’s opportunities and be self-sufficient. This starts with giving them an education. Get peace of mind about your children’s future by investing in a Sanlam policy that suits your needs.

The Sanlam Family Series
Sanlam Individual Life Products

Begin saving for your child’s education today by investing in our range of unit trusts.

Sanlam Personal Portfolios

The Sanlam Personal Portfolios (SP²) investment platform offers you a wide range of unit trust funds, asset classes and underlying investments from top-performing Namibian, South African and global asset managers to create a portfolio that suits your investment needs. This extensive fund range ensures diversification and, with a high degree of flexibility, you can find a solution that is suitable for you. With the help of your financial planner you can customise your investment according to the amount of risk you’re willing to tolerate as well as your specific financial needs.

Download the Sanlam Namibia Personal Portfolios brochure

Namibian Wrap Funds

SP2 Income Provider wrap fund Download PDF 
SP2 Stable Income wrap fund Download PDF 
SP2 Cautious wrap fund Download PDF 
SP2 Capital Growth Portfolio wrap fund Download PDF 
SP2 Moderately Aggressive wrap fund Download PDF 
SP2 Equity wrap fund Download PDF 
SP2 Namibian World-Wide Flexible Wrap Download PDF 
Sanlam Life Insurance is a licensed financial service provider.
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