Sanlam Collective Investments (RF) (Pty) Ltd acts as the South African representative office for the Baillie Gifford section 65 approved funds. Collective investment schemes are generally medium- to long-term investments. Past performance is not necessarily a guide to future performance, and the value of investments/units /unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Manager on request. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. The Manager does not provide any guarantee with respect to either the capital or the return of a portfolio. The manager has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate.
Funds approved under section 65 of the Collective Investment Scheme Control Act (CISCA) 2002 are listed below. Please refer to the Minimum Disclosure Document, in the Literature Library, which complies with the Marketing Material disclosure requirements of Board Notice 92 of CISCA.
Annualised returns are the weighted average compound growth rate over the period measured. Past performance calculations are based on a lump sum investment and assume income is reinvested prior to the deduction of dividend withholding tax.
If you would like further information on our funds, or wider investment capabilities, please get in touch.
Worldwide Long Term Global Growth FundThe Worldwide Long Term Global Growth Fund aims to provide strong returns over the long term by investing primarily in a concentrated, unconstrained global equity portfolio.Worldwide Global Alpha FundThe Worldwide Global Alpha Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide.Worldwide Emerging Markets Leading Companies FundThe Worldwide Emerging Markets Leading Companies Fund aims to maximise total return principally through investment primarily in a portfolio of companies deriving a substantial part of their income from, or having a substantial proportion of their assets located in, one or more Emerging Market Countries.Worldwide Discovery FundThis fund is currently closed to new investors. The Worldwide Discovery Fund aims to produce attractive long-term returns, mainly through capital growth. The Fund will invest primarily in equities which are listed, traded or dealt in on Regulated Markets worldwide and which will typically be stocks of smaller or younger companies that the Investment Manager considers to have strong future growth prospects.Worldwide Global Stewardship FundThe Worldwide Global Stewardship Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide.