Intellidex

intellidex.co.za

Our Investments

Investment Name Type Risk Time Horizon
Unum Aggressive Lifestage Option ETF High 05 to 50 years
Unum Moderate Lifestage Option ETF Medium 03 to 50 years
Unum Conservative Lifestyle Option ETF Low 01 to 50 years
FNB Horizon Series Tax Free Savings Account Unit Trust High, Low, Low medium, Medium, Medium high 01 to 50 years
Sanlam Tax Free Investment Comprehensive Plan Unit Trust High, Low, Low medium, Medium, Medium high 01 to 50 years
Absa Tax Free Investment Account Diverse Investment Options High, Low, Low medium, Medium, Medium high 01 to 50 years
Investment Name
Unum Aggressive Lifestage Option
Provider
Risk Tolerance
High
Time Horizon
05 to 50 years
More Information
Investment Name
Unum Moderate Lifestage Option
Risk Tolerance
Medium
Time Horizon
03 to 50 years
More Information
Investment Name
Unum Conservative Lifestyle Option
Risk Tolerance
Low
Time Horizon
01 to 50 years
More Information
Investment Name
FNB Horizon Series Tax Free Savings Account
Risk Tolerance
High, Low, Low medium, Medium, Medium high
Time Horizon
01 to 50 years
More Information
Investment Name
Sanlam Tax Free Investment Comprehensive Plan
Risk Tolerance
High, Low, Low medium, Medium, Medium high
Time Horizon
01 to 50 years
More Information
Investment Name
Absa Tax Free Investment Account
Risk Tolerance
High, Low, Low medium, Medium, Medium high
Time Horizon
01 to 50 years
More Information
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How we chose these

We’ve queried our database of tax-free investments and selected ones that match your risk level and time horizon. So using the inputs you gave us on the previous page, we’ve queried our database for products that fit.

If you want to change your time horizon or risk tolerance, please use the investment picking tool again.

Click the i next to each investment for more information about it. You can also click on the “contact me” links to have subscribing investment providers contact you.

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Unum Aggressive Lifestage Option

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Unum Moderate Lifestage Option

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Unum Conservative Lifestyle Option

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FNB Horizon Series Tax Free Savings Account

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Sanlam Tax Free Investment Comprehensive Plan

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Absa Tax Free Investment Account