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Unit Trusts

Take control of your financial future through our range of unit trust investments.

Whatever your investment goal, we can help you create and grow your investment portfolio through our range of unit trusts. By investing in a Sanlam unit trust, you gain access to the expertise of South Africa’s top investment managers.

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.

How it Works

How Unit Trusts
Work.

View FAQ

View the Frequently
Asked Questions.

Fund Offering

View our
Unit Trusts Funds.

How Unit Trust Investments Work

  • A unit trust is divided into equal portions called units.
  • Each unit has a price, which is based on the underlying value of the assets that make up the investment portfolio.
  • When you invest in a unit trust, you receive units according to the amount of money you invest and the price of the units on the day you buy them. For example if the price per unit is R10.00 and you invest R1000, you will receive 100 units.
  • Units are priced daily because the value of the underlying assets in the investment portfolio changes every day in line with market movements.

Frequently Asked Questions

A unit trust enables you to access and benefit from investments you wouldn’t necessarily have access to.

A unit trust is an investment product that pools the money of many investors and then invests the money in a variety of assets, such as blue chip shares on the JSE, government bonds and listed property. By pooling your resources with many other investors, you can access investments that you may not normally have been able to access on your own.

There are various unit trust options that cater to different needs. If you want a low risk investment, you can select a unit trust that invests in the money market or cash. Long-term investors who need capital growth and who can afford to take on higher risk can select a unit trust that invests in shares on the JSE. Experienced investment managers manage the portfolio with a core focus on maximising returns. They make their decisions based on extensive research. Unit trusts are also well protected in South Africa and regulated by government legislation and industry standards.

Sanlam offer a wide selection of unit trust funds, ranging from conservative low-risk funds to aggressive higher-risk funds, which have produced excellent long-term performance. Our funds invest in all asset classes, including shares, property, government and corporate bonds, cash, and offshore investments. This means you can choose the right unit trust fund to meet both your investment return and risk requirements.

Our Fund Offerings

To view all our funds visit our Fund Fact Sheets Centre
To view our daily prices, visit our Daily Prices page.

Forms

View, print and complete the form of your choice.

Email or fax the completed form to UTinstructions@sanlaminvestmentssupport.com or 0860 724 467

Application Form – Individual Investors (new investors only) ENG
Application Form – Non-Individual Investors (new investors only) ENG
Application Form – Tax-Free Unit Trusts (new investors only) ENG  |  AFR
Additional Investment Form (existing investors) ENG
Cession Form ENG  |  AFR
Declaration to Confirm Residential Address ENG  |  AFR
Dividends Tax Form - DTD(EX) - Exemption from tax ENG  |  AFR
Dividends Tax Form - DTD (RR) - Reduced rate of tax ENG  |  AFR
FICA Individual ENG  |  AFR
FICA Non Individual Legal Entities ENG  |  AFR
Investor Details Update Form ENG  |  AFR
Disinvestment Form ENG  |  AFR
Switching Form ENG
Transfer Form ENG
Withholding Tax on Interest Declaration Form (WTI) ENG  |  AFR
Tax information addendum ENG  |  AFR
Tax information addendum - Entities ENG
Tax information addendum - Individuals ENG

Client Contact Centre

Sanlam Collective Investments (SCI) is the management company that administers all the unit trusts within the Sanlam Group. SCI makes sure the money you invest is properly allocated and that you receive statements and correspondence.

Physical address

Sanlam Head Office
2 Strand Road
Sanlamhof
Bellville, South Africa

Postal address

Sanlam Collective Investments
PO Box 30
Sanlamhof
7532

For more information email service@sanlaminvestments.com or contact us on 0860 100 266.

No matter what your investment or aspiration, there's a unit trust to meet your requirements.

Call us or email us for details.

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