Investing in any of the four Sage unit trusts offers total flexibility. Units can be bought on a lump sum basis - subject to a minimum initial investment of R500 in Sage Fund and
R1 000 in the Sage Resources, Financial Services and Income Funds - and the initial investment can be increased at any time. Alternatively, you can invest on a regular monthly basis, subject to a minimum investment of R50 per month in the case of Sage Fund and R100 per month for the three other funds.
Units are bought at the price ruling on the date of receipt of the investment by IMF, or any of its appointed regional offices. This price includes an initial charge - a maximum of 5% - which decreases as the amount invested increases, and compulsory charges comprising brokerage and marketable securities tax. The initial charge for Sage Income Fund is set at a constant 1%. The service charge is 1,0% per annum of the market value of the fund�s portfolio.
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2nd Floor, Allied Bank Building, Cnr Maitland & Westburger Street, Bloemfontein
P O Box 8216, Bloemfontein,9300
Tel: (051) 430-3889
Fax: (051) 430-3926
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6th Floor, Nedbank Building, Adderley Street, Foreshore
P O Box 666, CAPE TOWN, 8000
Tel: (021) 419-7260
Fax: (021) 419-7269
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Sage Life House, 21 Field Street, Durban, 4001
P O Box 95, Durban
Tel: (031) 304-4171
Fax: (031) 304-0659
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Ground Floor, Sage Centre, 10 Fraser Street, Johannesburg
P O Box 7755, Johannesburg, 2000
Toll-free: (0800) 12-3733
Tel: (011) 377-5744
Fax: (011) 833-2511
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5th Floor, Nedbank Centre, Cnr Donkin & Main Street, Port Elizabeth, 6001
P O Box 923, Port Elizabeth, 6000
Tel: (041) 560-161
Fax: (041) 560-285
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3rd Floor, Cnr Broes & Hamilton, Wheatboard Building, Arcadia
P O Box 57343, Arcadia, 0007
Tel: (012) 325-4325
Fax: (012) 325-1704
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