Forms

Domestic Funds

A rand-denominated money market fund that invests in South African money market instruments only.

This fund is suitable for investors wishing to utilise their Tax Free Investment allowance.


A rand-denominated worldwide balanced fund that has the flexibility to invest in equities, bonds, property and cash, both locally and globally. A maximum of 75% of the portfolio’s assets may be invested in equities at all times. The fund complies with Regulation 28 of the South African Pension Funds Act.

This fund is suitable for investors wishing to utilise their Tax Free Investment allowance.


A rand-denominated worldwide balanced fund that has the flexibility to invest in equities, bonds, property and cash, both locally and globally.

This fund is suitable for investors wishing to utilise their Tax Free Investment allowance.


A rand-denominated equity fund that invests exclusively in South African equities. The Fund's aim is to outperform the South African equity market over the long term by selecting shares based on a value philosophy. The fund will remain more than 90% invested in equities at all times.


A rand-denominated entry point into the Global Fund, a US-dollar denominated fund that invests primarily in high quality global companies but has the flexibility to default to cash if we can’t find sufficient value in global equities.


A limited pool of capital co-investing with proven value investors in the widest array of opportunities our universe offers, housed in a tax-efficient vehicle, with liquidity appropriately managed.


A rand-denominated worldwide balanced fund that has exposure to equities, bonds, property and cash, both locally and globally. The Fund will have a maximum effective equity exposure (including international equity) of up to 75%; a maximum effective property exposure (including international property) of up to 25% and a maximum offshore exposure of up to 25%. The fund complies with Regulation 28 of the South African Pension Funds Act.

 Application Forms


Please contact Wellsfaber directly to obtain copies of all applicable forms.
For more details on Wellsfaber, please visit their website www.wellsfaber.com .


International Funds

A US-dollar denominated global equity fund that invests primarily in high quality global companies but has the flexibility to default to cash if we can’t find sufficient value in global equities.