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Growing your investment, one step at a time.

Invest online

Follow 5 simple paper-free steps to become an investor in a Truffle fund.

Invest through a platform

Truffle manages a range of funds available on several investment platforms.

Investing for institutions

We partner with pension funds, asset consultants, and high net worth family offices to tailor a portfolio to suit the required needs.

5 Steps

Investing directly into one of Truffle funds

Choose a fund that meets your investments objectives

Truffle offers a range of funds that target different investment objectives and are exposed to different levels of risk.

If you are not confident about whether you have chosen the right fund, we recommend that you consult a financial adviser.

Fund Range

Choose how you want to invest

You can invest directly with us or access the selected fund via investment platforms. An investment platform is like a supermarket – it provides access to various investment products (such as unit trusts) from different companies.

For an individual investor:

  1. Proof of identity
  2. Proof of banking details
  3. Proof of residential address
  4. Third-party details (if applicable)

For an entity:

Please contact us to find out what the FICA requirements are.

Download the application form and complete it

Once the completed and signed application form with the necessary supporting documents is received, you will receive an electronic welcome letter from our administrator, Sanlam Collective Investments.

This letter will contain your

  1. Investment account number,
  2. Banking details to be used for the initial deposit and
  3. More information on how to access your investment account and transact via the SCI online portal.

In the event of you experiencing any problems with the above process, please contact us and allow us to assist you further.