Investment Detail
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Agreement
Investment Details
Step 1/5
Date of birth
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Planned Retirement Age
*
Please Select
55
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65
Planned Retirement Age must be 55 years or older
Payment Type
Recurring monthly payment
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Amount
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Annual investment contribution increase:
Sanlam inflation
Your money will be invested in the
Satrix Lifetime Investment Option
.
Select my own funds
Select my own funds
Return to default
Investment amount
Select up to 5 funds.
Fund name
Mandate
Investment Management Charge %
% Allocation
Rand Value
Sanlam Stable Fund
Cautious
0.7%
Sanlam Balanced Fund
Moderate
0.7%
NUR Balanced Fund
Moderate
1.2%
SATRIX Dynamic Balanced Fund B
Moderately Aggressive
0.3%
SanReg28 Property Equity Fund
Aggressive
0.8%
SIM Money Market Fund
Cash
0.2%
Allan Gray Stable Fund
Cautious
1.4%
Coronation Balanced Defensive Fund
Cautious
1.1%
Allan Gray Balanced Fund
Moderate
1.3%
Coronation Balanced Plus Fund
Moderate
1.4%
NinetyOne Opportunity Fund E
Moderate
1.3%
Foord Balanced Fund
Moderately Aggressive
1.1%
Total
0%
R 0.00
Clear Allocation
Sanlam Stable Fund
Cautious
0.7%
Sanlam Balanced Fund
Moderate
0.7%
NUR Balanced Fund
Moderate
1.2%
SATRIX Dynamic Balanced Fund B
Moderately Aggressive
0.3
SanReg28 Property Equity Fund
Aggressive
0.8%
SIM Money Market Fund
Cash
0.2%
Allan Gray Stable Fund
Cautious
1.4%
Coronation Balanced Defensive Fund
Cautious
1.1%
Allan Gray Balanced Fund
Moderate
1.3%
Coronation Balanced Plus Fund
Moderate
1.4%
NinetyOne Opportunity Fund E
Moderate
1.3%
Foord Balanced Fund
Moderately Aggressive
1.1%
0%
R 0.00
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