LAKHI®NVEST >>> STEP 3 OF 4

Congratulations on making it this far! By now, you've identified your investment goal, chosen your ideal investment amount, determined your investment term, and selected the right level of risk. You've also decided which investment instrument—like a Unit Trust or Tax-Free Savings Account—is best suited for you. Now, it's time to take the next exciting step: exploring a carefully curated selection of funds that align with your financial vision. From locally focused gems to sustainable global opportunities, let's dive into the investment world and discover the perfect fund for you!

SOUTH AFRICAN ESG FUNDS

• Dive into the Allan Gray Balanced Fund's financial medley, dancing between shares, bonds, property, commodities, and cash. We're set to groove with a maximum of 45% offshore, channeling most foreign investments into Orbis Investment Management Limited's curated mix. The Fund's maximum net equity exposure is capped at 75%, with the savvy use of exchange-traded derivative contracts to tweak exposure over time. We're playing by the rules of retirement fund investments, promising returns with less rollercoaster vibes than an equity-only fund. This fund caters to Unit Trusts, Tax-Free Savings Accounts, Endowments, Retirement Annuities, and Living Annuities. Let the financial party begin!

• Welcome to the Sanlam Living Planet Fund, in proud partnership with and endorsed by the World Wide Fund for Nature – where your investments become a force for good! This fund isn't just about financial gains; it's a mission. For those seeking moderate risk and long-term rewards, we're here to redirect investments towards sustainable opportunities and away from practices harming our planet. Our goal? To not just grow your wealth but to heal and sustain the Earth. Join us in building a future where humans and nature live in perfect harmony! This fund caters to Unit Trusts, Tax-Free Savings Accounts, Endowments, Retirement Annuities and Living Annuities. The Sanlam Living Planet Fund is made proud partnership and endorsed by the World Wide Fund for Nature.

SOUTH AFRICAN ESG SHARIAH FUNDS

• Dive into the diversified world of the Camissa Islamic Balanced Fund – your passport to a wide array of domestic and international asset classes. From equity securities and sukuks to listed property, this fund adheres to statutory investment restrictions for retirement funds. Following the Shariah requirements set by the Accounting & Auditing Organisation for Islamic Financial Institutions (AAOIFI), it steers clear of interest-bearing instruments. This fund is suitable for Unit Trusts, Tax-Free Savings Accounts, Endowments, Retirement Annuities and Living Annuities. Join us on a journey where your investments align with sustainability and responsible financial practices. Additionally, this fund is for everyone, regardless whether you are Muslim or not.

 

• Introducing the 27four Shari'ah Balanced Fund of Funds – your gateway to moderately high-risk, multi-managed, multi-asset class portfolios. Designed for the long-term investor seeking a blend of Shari'ah-compliant equity funds, Islamic income, and commodity products across local and international markets. With a focus on moderate to aggressive capital growth and income generation, this fund is your ticket to a diversified and dynamic investment journey. This fund is suitable for Unit Trusts, Tax-Free Savings Accounts, Endowments, Retirement Annuities and Living Annuities. Again, this fund is for everyone, regardless whether you are Muslim or not.

 

LUXEMBOURG ESG FUNDS

• Dive into the world of the Schroeders Global Sustainable Growth Fund that aims for capital growth through equity investing in global companies meeting our investment sustainability standards. Perfect for those eyeing offshore investment opportunities with a medium tolerance risk!

 

Now Make up Your Mind!

Have you decided which funds fits you best! If yes, yay - you-re a Champion! If nay, lets make you a rockstar - have a quick live chat with one of our Private Wealth Advisors on WhatsApp to guide you through the options.

LAKHIFY FEES

Now that we've spoken about Funds, lets talk fees! How much is this gig gonna cost you? Let's break it down for you.

Unlocking the Treasure Chest Fee: 1.47% + VAT
Think of this as the golden key to unlock the treasure chest of investment opportunities! This one-time upfront fee of 1.47% + VAT (if applicable) is like your admission ticket to the world of wealth-building wonders. It's the cost of setting sail on your financial voyage with us – a small price to pay for big possibilities! This fee is paid from your investment from Allan Gray to us, so you don't have to write us a check!

Annual VIP Pass Fee: 0.47% pa + VAT
Consider this your VIP pass to the ongoing show of financial growth! The annual fee of 0.47% pa + VAT (if applicable) is your ticket to the front row of our wealth-building spectacle. It's the price of keeping your seat reserved for another year of exciting investment performances. So, sit back, relax, and let your money enjoy the show! This fee is paid from your investment from Allan Gray to us.

Next

With these options in hand, you’re ready to embark on your wealth journey with some of the finest investment opportunities available. In the next step, we’ll introduce you to Allan Gray, our investment superhero. Get ready to learn about them and how they can help you achieve financial success, all while keeping your goals and values at the forefront. Let’s continue to build your financial future, step by step!

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