NMRQL Sanlam Collective Investments Balanced Fund

Launched in October 2017, our unit trust fund takes the best machine learning algorithms we’ve identified this far and packages them in a regulation 28 compliant fund. Our unit trust fund offers a moderate aggressive risk investment suitable for investors with an investment horizon of 5-years or more. The minimum investment amount is currently R100, 000.00

75%

Max Long Equity Exposure

0%

Max Short Equity Exposure

5y

Investment Horizon

  • Management fee
    75 bps
  • Admin fee (if via LISP)
    15 bps
  • Performance fee
    10%
    Charged on all performance above the benchmark over a rolling 1 year period. The benchmark for this fund is the ASISA Multi Asset High Equity peer group performance
  • Total Expense Ratio (TER)
    see MDD

To invest as an individual, please speak to your financial advisor or simply follow the invest today process below.

To invest as a legal entity please fill in the application forms with the attached FICA documents and fax them to 0860 724 467 or send them to UTinstructions@sanlaminvestmentssupport.com

NMRQL Research (Pty) Ltd is an authorised financial services provider (FSP licence number 45782) in terms of the Financial Advisory and Intermediary Services Act, 2002 (Act No. 37 of 2002) (FAIS). - Enfold Theme by Kriesi