The Sanlam Income Fund is a conservative investment prioritizes capital preservation while providing steady income. We invest in low-risk, short-term securities such as Treasury bills, bonds, and corporate debt to ensure your investment remains secure.

• Conservative Investment: Prioritizes capital preservation.
• Regular Income: Earn consistent returns.
• Minimum investment: UGX 100,000 to start and UGX 50,000 for top-ups.
• Suitability: The fund is ideal for investors who prioritize capital preservation and regular income.

The Sanlam Dollar Fund is a reliable investment option designed to protect your capital and generate steady income in US Dollars. The fund is invested in a diverse range of high-quality fixed-income securities, including US dollar deposits, Eurobonds, and USD corporate bonds.

• Conservative Investment: Invest in a stable currency to safeguard your wealth.
• Regular Income: Earn attractive returns on your USD investments.
• Minimum investment: USD 1,000 to start and USD 100 for top-ups
• Suitability: The fund is suitable for investors who want to diversify their portfolio, protect their wealth from currency fluctuations, and earn steady returns in US dollars.

The management fee is 1.5%. However, the rate of return published are net of this charge.

Withdrawals are processed in less than 3 working days to the registered bank account.

Investors have the flexibility to make multiple withdrawals at their discretion.

The minimum that can be redeemed is UGX 50,000 from your Sanlam Income Fund and USD 100 from your Sanlam Dollar Fund.

• A single applicant, or a person mandated to sign, issues the instruction from the email address given in the original application form or in which correspondence is received from us. In this case, the email address acts as the client’s instruction.
• In the case of joint applicants (where both are to sign) or a corporate, all relevant signatories are required to sign the instruction to withdraw.
• If the email isn’t operational, a client will need to issue a signed instruction in which case the client’s signature will be used to verify the instruction.

The Sanlam Unit Trust Mobile app can also be used to initiate withdrawals.