Invest in Cadiz Unit Trusts

Cadiz Unit Trust Funds
Money Market	5.69%	—	0.00%
Absolute Yield Fund	108.19		0.06%
Managed Flexible Fund	148.90		0.11%
Equity Ladder Fund	218.45		0.06%
Inflation Plus Fund	141.79		0.01%
Mastermind Fund	171.73		0.12%
Source: Morningstar	Data delayed 15 mins

Three steps to invest with us

Check that you have the necessary minimum investment. These are listed in the application form. You can access our expertise for as little as R250 a month for the Cadiz Inflation Plus Fund, R1000 a month for the Cadiz Money Market Fund and R500 a month for the other Cadiz Unit Trust Funds.
Complete the application form and deposit your investment amount into our bank account.
Fax the completed application form, proof of deposit and required documents to: 0861 022 349

Application Forms:

	Who are you?	Form	Documents we need from you
Apply to invest:	Individual investors only (Natural persons) Company, trust or other legal entity	Application Form for natural persons General Application Form	1. Proof of who you are: a copy of your ID or passport 2. Proof of your home address: copy of a utility bill/rates and taxes or a Telkom account (not older than 3 months) 3. Proof of banking details: a cancelled cheque or a copy of a bank statement (not older than 3 months) If you are investing on behalf of a company, trust or other legal entity, we need additional documents. Please refer to the application form for a list of these.

Who are you?

Form

Documents we need from you

Apply to invest:

Individual investors only (Natural persons)

Company, trust or other legal entity

Application Form for natural persons

General Application Form

1. Proof of who you are: a copy of your ID or passport

2. Proof of your home address: copy of a utility bill/rates and taxes or a Telkom account (not older than 3 months)

3. Proof of banking details: a cancelled cheque or a copy of a bank statement (not older than 3 months)

If you are investing on behalf of a company, trust or other legal entity, we need additional documents. Please refer to the application form for a list of these.

Our Unit Trust bank account information:

Bank	ABSA
Branch	ABSA Investor Services
Branch Code	336005
Account Name	Cadiz Unit Trust Inflow Account
Account Number	4063787621

Manage your investment:

Forms for existing investors	Make an additional investment	Additional Investment Form
	Withdraw your money (by selling or repurchasing units in your Fund)	Withdrawal Form
	Switch Funds	Switch Form
	Change your personal details	Static Detail Amendment Form

Personal Investments

Contact Us

If you would like to know more about our investments click here to contact us.