The online form will take about 10 minutes to complete. Keep your bank account details and tax number handy and upload a copy of your ID, proof of address and signature specimen to complete the online application.

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Invest

  • Investment Details 1
  • Personal Details 2
  • Payment Details 3
  • Upload Documents 4
  • Agreement 5

Investment Detail

Input a monthly amount more than 500 Input a lumpsum amount more than 10 000 At least one field is required
Input a lumpsum amount more than 10 000 Input a lumpsum amount more than 10 000
Input can't be more than 50. Input can't be 0. Invalid number.
Input can't be more than 100. Invalid number.

After 10 years, your investment could be worth:

Investment returns are illustrative. Past performance is not necessarily a guide to future performance. These values are determined using projections based on assumptions about uncertain future outcomes and are not guaranteed. The values are determined by investment asset allocation and assume that returns are reinvested and includes initial and ongoing fees and charges.
 

Investment Funds

Based on your selections the following funds could be appropriate for the timeframe you've selected.
Choose a fund below or select your own funds.

Fund Name Minimum Disclosure Document Annual Management Fee Effective Annual Cost
Download PDF 0.91% Calculate
Download PDF 0.91% Calculate

Select my own funds

Select the fund/s you wish to invest in by filling in either the lump sum or monthly amount.

Return to Default Fund Allocation
 
  Investment Amount
Fund Name Risk Profile Fee EAC   Lumpsum Monthly
Sanlam Investment Management Managed Conservative Fund of Funds Conservative 0.85% Calculate   R10 000 min R500 min
Sanlam Investment Management Active Income Fund Conservative 0.91% Calculate   R10 000 min R500 min
Sanlam Investment Management Managed Cautious Fund of Funds Cautious 0.85% Calculate   R10 000 min R500 min
Sanlam Investment Management Inflation Plus Fund Cautious 1.14% Calculate   R10 000 min R500 min
Sanlam Investment Management Balanced Fund Moderate 1.25% Calculate   R10 000 min R500 min
Sanlam Investment Management Managed Moderate Fund of Funds Moderate 0.91% Calculate   R10 000 min R500 min
Sanlam Multi Management Moderate Fund of Funds Moderate 1.25% Calculate   R10 000 min R500 min
Sanlam Investment Management Managed Moderate Aggressive Fund of Funds Moderate Aggressive 1.25% Calculate   R10 000 min R500 min
Satrix Balanced Index Fund Moderate Aggressive 0.68% Calculate   R10 000 min R500 min
SIM Managed Aggressive Fund of Funds Aggressive 1.14% Calculate   R10 000 min R500 min
Sanlam Investment Management General Equity Fund Aggressive 1.25% Calculate   R10 000 min R500 min
 
         
Lumpsum Total
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Monthly Total
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            Clear Allocation