Investors Mutual Funds Limited


Background and History

During the past 30 years, the South African unit trust industry has established a significant presence in the investment sector. Sage Group has made a meaningful contribution to this process, pioneering the unit trust industry with the launch of Sage Fund in June 1965.

In 1987 Sage established a second equity unit trust, Sage Resources Fund, thereby providing a specialised emphasis on investment in natural resource companies. The unit trust activities were further expanded in September 1993 with the launch of Sage Financial Services Fund, which invests in financial institutions, and Sage Income Fund which offers competitive income returns while seeking to minimise capital risk.

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Company Structure

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The Sage unit trusts are managed by Investors Mutual Funds (IMF), a wholly owned subsidiary of Sage Life Limited and a member of the Sage Group. IMF has achieved outstanding results for investors over the long-term.

The Sage Life Holdings and Coronation Holdings Groups have recently joined forces to create a new asset management venture - Sage Coronation Fund Managers (SCFM). It is expected that this alliance will further enhance the investment potential of the trusts.

Sage Group Limited, listed in the Insurance Sector of The Johannesburg Stock Exchange, is a prominent independent financial institution, controlling and managing assets of R7.5 billion. The Group�s diverse activities focus on Life Assurance, Investment & Finance and Property.

Sage Coronation Fund Managers holds 75% interests in two operating subsidiaries - Sage Capital Managers (SCM) and Coronation Assets Management (CAM). The remaining 25% in each company is held by management. The operations subsidiaries will share management and resources and Mr Leon Campher will be Managing Director of both Subsidiaries.

Investment into the Sage equity trusts can be made directly, through investment linkages available on the comprehensive range of Sage Life products and through other unit trust investment linked packages. (Back to Contents...)


Management Company Details

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Investors Mutual Funds Limited
Physical Address Postal Address
Sage Centre P O Box 7755
10 Fraser Street Johannesburg 2000
Johannesburg 2001

Contact Numbers

Toll-free(0800) 12-3733
Telephone(011) 377-5744
Fax (Sales and Marketing)(011) 377-6199
Fax (Admin)(011) 833-2511
Telegrams�Mufunds�
Telex4-85168

Directors

Trustee

Nedbank (a division of Nedcor Bank Limited)
81 Main Street
Johannesburg 2001

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Sales and Marketing

National Marketing Manager

Cliff Barnes

Tel: (011) 377-5746

Fax: (011) 377-6199


Intermediary Liaison Officer

Marisol Campos

Tel: (011) 377-5750

Fax: (011) 377-6199


Sales Consultants

Johannesburg

Debra Zietsman - Sales Manager

Tel: (011) 377-5751

Fax: (011) 377-6199

Helen Gallie

Tel: (011) 377-5749

Fax: (011) 377-6199

Durban

Sandy Vergottini

Tel: (031) 304-4171

Fax: (031) 304-0659

Cape Town

Gail Cryans

Tel: (021) 23-3600

Fax: (021) 24-9525

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Sage Unit Trust Funds

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