Fund Selection
Select the fund or funds you would like to invest
in, or invest in the default fund for your
expected investment term:
Invest in the default fund
Invest in the default fund for your
expected investment term
Select my own funds
Select from a range of qualifying
funds from leading fund managers
-
Investment Detail
- Personal Details
- Banking Details
- Agreement
Calculate: Investment Detail
Remember, if you invest more than R36
000 per tax year, or R500 000 over
your lifetime the excess will be
taxed at 40%.
Step 1/4
Annual investment contribution
increase
Sanlam may limit your actual growth in
future to ensure that you do not
exceed the annual contribution limit
for the applicable tax year.
Your savings could be worth
R 209 700 which includes a tax
saving of
R 29 700
if you annually invest the one-off
payment
These values are determined using
projections based on assumptions
about uncertain future outcomes
and are not guaranteed. The tax
saving is based on a balanced
asset allocation and a 36% tax
rate.
Your money will be invested in the SATRIX Dynamic Balanced Fund B.
Select my own funds
Investment amount
Select up to 5 funds.
SIM SA Active Income Fund
Conservative
0.5%
SATRIX Stable Fund
Cautious
0.3%
SIM Inflation Plus Fund
Cautious
0.9%
Sanlam Balanced Fund
Moderate
0.7%
SATRIX Dynamic Balanced Fund B
Moderately Aggressive
0.3%
SIM Money Market Fund
Cash
0.2%
SIM General Equity Fund
Equity
Denker SCI Equity Fund B2
Equity
0.9%
Coronation Strategic Income Fund
Conservative
0.5%
NinetyOne Opportunity Fund E
Moderate
1.3%
Allan Gray Tax Free Balanced Fund
Moderate
1.4%
Camissa Islamic Balanced Fund A
Property
1.6%
Coronation Money Market Fund
Cash
0.2%
NinetyOne Property Equity Fund H
Property
1.1%
Coronation Property Equity Fund
Property
1.1%