First Avenue launched its First Avenue Sanlam Collective Investments General Equity Fund in March, 2011.   

Our strategy is one of simple but strong intentions: valuation-driven equity investment management. All of our products are managed according to one investment philosophy and process.

Minimum Disclosure Documents (Factsheets) and associated commentary can be downloaded here.

The First Avenue Sanlam Collective Investments General Equity Fund (B1 class) is accessible through the Sanlam Glacier, Momentum Wealth and Investec platforms.  Kindly contact your financial advisor for more information or click on any of the above links.

If you prefer to invest directly with us, please find below application forms:

Forms to be mailed to UTinstructions@sanlaminvestmentssupport.com or faxed to 0860 724 467.  The minimum lump sum investment is R10,000 and minimum debit order is R500 per month.  For additional forms or, should you have any queries, kindly refer to our administrator’s website by clicking here.

We recommend that you consult your financial advisor before investing in our funds. Kindly contact us should you require more information.