Unit Trusts

Affordable, convenient and effortless investments

SanlamAllianz Unit Trusts give you access to some of Namibia’s top investment managers, so you don’t have to navigate the share markets alone.

Our comprehensive range of personal finance products offers a multitude of risk and return options, with a solution for every risk appetite and investment horizon.

From N$500 a month you can enjoy access to a wide range of funds, offering you both local and international investment options. With no lock-in period, unit trusts give you plenty of choice and flexibility. Invest in one or more of our unit trusts today, and start saving towards your financial goals.

Buy Unit Trusts online with SanlamAllianz's Smart Invest platform

You can start investing today with SanlamAllianz Investments’ Smart Invest. Smart Invest is the partner you need to help you create an action plan to reach you goal, guiding you along the way until you get there.

Smart Invest enables you to buy Unit Trusts online by following a few simple steps. First, we ask some questions to get to know you, then share investment options that suite your specific goal.

From just N$ 500 per month, anyone can invest in a Unit Trust made up of shares from top companies while getting more returns than with a traditional savings account

Forms

Additional Investment Form Existing client

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Application Form - Individual Investors

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Application Form - Non-Individual Investors

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Cession Form

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Disinvestment Form

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FIA Form for Close Corporations

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FIA Form for Companies

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FIA Form for Connected Individuals

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FIA Form for Other Entities

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FIA Form for Partnerships

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FIA Form for Trusts

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Investor Details Update Form Existing Clients

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Re-FIA Forms Individual Clients

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Switching Form

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Transfer Form

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