The Sanlam Wealth Edge Endowment Plan, underwritten by Sanlam Developing Markets Limited and administered by Sanlam Life Insurance Ltd, allows investors to take maximum advantage of investment markets, while providing an optional protection strategy to lock in gains. This is made possible through a unit price guarantee on selected investment funds which limits losses during market downturns.
Investment markets have been volatile over the recent past and in these uncertain times it is extremely important to trust the products in which you are invested as well as your investment strategy.
Reduced minimums for a limited period
For additional peace of mind, we have – for a limited period only – reduced the minimum investment amount for the Wealth Edge Endowment Plan from R100 000 to R50 000, allowing investors who are currently more cautious to commit a smaller amount to the markets, thereby limiting their overall risk of losses while they still enjoy the extraordinary benefits of the Wealth Edge Endowment Plan.
Additional funds
The following fund has been added to our range, and is available from 8 June 2020:
- Satrix Top 40 Index
This is in addition to the two funds added on 9 March 2020, namely:
- SIM Active Income Fund
- Satrix MSCI World Equity Fund
We consider it imperative that clients consult with their financial adviser during volatile times, and make sure they are invested in line with their risk profile.
More detailed information around the optional investment guarantee can be found here .
Examples of model portfolios which blend together the optional guaranteed and non-guaranteed funds can be found here.
Please contact your Glacier representative for more information.
