US$150 000

No fixed period but a minimum of five years is recommended to limit the negative impact of short-term market fluctuations.

You can transfer the proceeds from the sale of your shares to other underlying investment options within the same product.

• You get direct access to leading global companies carefully selected for above-average long-term growth by experienced managers
• You have limited involvement in administration. We collect all dividends and interest payments. We also deal with any corporate actions and exercise conversions, subscriptions and voting on your behalf.
• You benefit from a thorough investment process and sound investment principles applied by the managers:
• Thorough and disciplined research
• A sensible approach to controlling risk
• A focus on finding high quality investments with a good management track record, good cash generation, positive shareholder focus, balance sheet strength, predictable growth, capital security and the ability to provide dependable returns
• A focus on companies that form part of long-term growth industries, such as healthcare, technology (including media and software) and consumer goods
• You can monitor and view your portfolio online at any time

• You don’t have to select the shares yourself – the portfolio invests in 35 shares and focuses on companies only. It does not include any other asset classes like bonds, cash or property.
• Sanlam Private Wealth (UK ) manages the portfolio and makes all the investment decisions on your behalf
• To make the most of your money, the manager reacts on opportunities as they arise, instead of making changes on fixed review dates only
• Your money can grow over time based on the performance of the shares
• You can also earn an income on certain shares through dividends and interest, which you can choose to re-invest

The risk level of shares is highly subjective and will change according to different views, events and circumstances. However, overall, shares have greater short-term price movements. It’s therefore important to stay focused on your long-term investment goals and to not act on short-term changes in the markets. Your share portfolio manager will take these risks and your risk appetite and financial needs into account.

We recommend that you speak to your financial planner for more details about the tax implications.

Fees vary between investments. Please speak to your financial planner to make sure you understand which fees you pay and why.