The objective of the fund is to provide a regular and growing stream of income derived from equity dividends with the potential for real capital growth. The portfolio manager focuses on investing in companies with a strong balance sheet and a history of paying higher-than-average dividends consistently. This fund is a feeder fund that invests only in the SIM Global Equity Income Fund listed in Ireland.
Previously the Sanlam Investment Management Global Equity Income Feeder Fund.
Who is this fund suitable for?
- Are willing and able to take on a high level of risk
- Can stay invested for a minimum of five years
- Want to earn a growing income
- Want exposure to global markets but invest in rands
B.Compt. (Honours), CA(SA)
Lump sum R4,000
Debit order R500
Composite index: Annualised income yield of the MSCI World High Dividend Yield NTR Index + US Consumer Price Index
Investors in this portfolio can afford to take on a higher level of risk because of their investment time horizon or appetite for risk. They are willing to invest for the long-term and are prepared to tolerate some volatility in the short term, in anticipation of the higher returns expected in five years or beyond.