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Grow Your Wealth with Sanlam Income Fund and Sanlam Dollar Fund
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Tumushabe Sharon |Oct 13th, 2024

In today's dynamic financial landscape, securing your wealth while also pursuing growth is essential. Whether you're an individual, part of a SACCO, or managing an organization, Sanlam offers two powerful investment options: the Sanlam Income Fund and the Sanlam Dollar Fund. Managed by Sanlam Investments East Africa Limited, these funds provide a solid foundation for anyone looking to enhance their financial future.

Sanlam Income Fund: A Conservative Path to Growth

The Sanlam Income Fund is designed for conservative investors who prioritize capital preservation and income generation. Since its launch on October 13, 2020, the fund has aimed to provide unit holders with high levels of income while preserving their capital.

What sets the Sanlam Income Fund apart is its structure as a collective investment. This model allows investors to pool their resources, benefiting from the expertise of professional fund managers who diversify investments across various asset classes. This diversification helps lower the risk of losing money, making it a wise choice for cautious investors.

The fund invests primarily in high-quality securities, including:

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Treasury Bills

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Treasury Bonds

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Bank Deposits

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Commercial Paper

These investments are chosen for their stability and ability to generate income, ensuring that your capital remains secure. With a minimum investment of UGX 100,000, the Sanlam Income Fund is accessible to a wide range of investors. There are no initial charges, and the management fee is a competitive 1.5%. The fund is regulated by the Capital Markets Authority (CMA), adding an extra layer of security for investors.

Key features include:

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High levels of income generation

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Diversification of investments

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Low risk profile

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Quick access to funds (liquidity)

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Compounded interest yields

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Flexible investment options

The nature of unit trusts allows you to invest for both short-term and long-term goals without a lock-in period, giving you the flexibility to adjust your strategy as your financial objectives evolve. Notably, there's no limit to the amount you can invest, empowering you to tailor your investment approach according to your unique needs.

Sanlam Dollar Fund: A Global Perspective

For those looking to diversify their investments and protect against local currency fluctuations, the Sanlam Dollar Fund offers an excellent solution. This fund is tailored for individuals, SACCOs, groups, and organizations aiming to grow their wealth in a stable, dollar-denominated asset.

The Sanlam Dollar Fund provides a safe haven for your investments while allowing you the flexibility to access your funds when needed. With a minimum initial investment of USD 1,000, this fund opens doors to global investment opportunities without the constraints of a fixed investment period. You can withdraw your funds at any time without losing interest, and withdrawals are processed within just three working days.

One of the standout features of the Sanlam Dollar Fund is its attractive income generation. Interest is calculated daily and compounded monthly, ensuring that your investment grows consistently over time. This compounding effect can significantly enhance your returns, providing an efficient way to build your wealth.

Sanlam Investments East Africa Limited is licensed by the Capital Markets Authority, ensuring that your investments are managed with professionalism and compliance. The experienced management team employs strategic asset allocation to maximize returns while minimizing risks, giving you peace of mind that your investment is in capable hands.

The Sanlam Income Fund and Sanlam Dollar Fund together provide a robust framework for anyone looking to grow their wealth safely and effectively. Whether you prefer the conservative approach of the Income Fund or the global perspective offered by the Dollar Fund, both options allow you to achieve your financial goals with confidence.

Don't miss the opportunity to secure your financial future. Start your investment journey with Sanlam today and take the first steps toward achieving your wealth growth ambitions! Ready to take the next step toward securing your financial future? Reach out to us today for personalized guidance on which investment options best suit your unique financial goals. Let's embark on this journey together!

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