Calculate

Invest

  • Investment Detail
  • Personal Details
  • Banking Details
  • Agreement

Calculate: Investment Detail

Remember, if you invest more than R33 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

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 Lifetime Investment Option.

Select my own funds

Investment amount

Select up to 5 funds.

Fund name Mandate Investment Management Charge % % Allocation Rand Value
SIM Active Income Fund Conservative 0.5%  
SATRIX Low Equity Balanced Index Fund Cautious 0.5%  
SIM Inflation Plus Fund Cautious 0.9%  
SIM Balanced Fund Moderate 1.0%  
SATRIX Balanced Index Fund Moderately Aggressive 0.6%  
SIM Money Market Fund Cash 0.3%  
SIM General Equity Fund Equity 1.0%  
SIM Value Fund Equity 1.0%  
Coronation Strategic Income Fund Conservative 0.5%  
Investec Opportunity Fund Moderate 1.4%  
Allan Gray Tax Free Balanced Fund Moderate 1.4%  
Kagiso Islamic Balanced Fund Moderately Aggressive 1.6%  
Coronation Money Market Fund Cash 0.2%  
Coronation Property Equity Fund Property 1.0%  
Investec Property Equity Fund Property 1.0%  
 
    Total   0% R 0.00
  Clear Allocation
SIM active income fund
Conservative
0.5%
SATRIX Low Equity Balanced Index Fund
Cautious
0.5%
SIM Inflation Plus Fund
Cautious
0.9%
SIM Balanced Fund
Moderate
1.0%
SATRIX Balanced Index Fund
Moderately Aggressive
0.6%
SIM Money Market Fund
Cash
0.3%
SIM General Equity Fund
Equity
1.0%
SIM Value Fund
Equity
1.0%
Coronation Strategic Income Fund
Conservative
0.5%
Investec Opportunity Fund
Moderate
1.4%
Allan Gray Tax Free Balanced Fund
Moderate
1.4%
Kagiso Islamic Balanced Fund
Property
1.6%
Coronation Money Market Fund
Cash
0.2%
Investec Property Equity Fund
Property
1.0%
Coronation Property Equity Fund
Property
1.0%
0%
R 0.00