Unum Aggressive Lifestage Option

The Aggressive Lifestage Option allows the novice to trade a range of selected JSE listed ETF’s based on several different asset classes, both offshore and domestic, at a massively reduced brokerage. Designed with the beginner investor in mind, the Lifestage

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Unum Moderate Lifestage Option

The Moderate Lifestage Option allows the novice to trade a range of selected JSE listed ETF’s based on several different asset classes, both offshore and domestic, at a massively reduced brokerage. Designed with the beginner investor in mind, the Lifestage

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Unum Conservative Lifestyle Option

The Conservative Lifestage Option allows the novice to trade a range of selected JSE listed ETF’s based on several different asset classes, both offshore and domestic, at a massively reduced brokerage. Designed with the beginner investor in mind, the Lifestage

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FNB Horizon Series Tax Free Savings Account

With a Horizon Series Tax Free Savings Account you will benefit from additional growth on your investment, dividends and returns as a result of your Tax Free Savings. All returns and dividends earned through this fund are tax free. You

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CoreShares Global Property ETF

The CoreShares Global Property ETF tracks the S&P Global Property 40 index. The S&P Global Property 40 index provides exposure to the 40 largest global property companies in developed markets that have earnings and dividend stability.

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CoreShares S&P 500 ETF

The CoreShares S&P 500 ETF tracks the S&P 500® Index. The investment policy of the portfolio is to track the price and yield performance of the S&P 500® Index as closely as possible. The methodology employed by S&P uses US companies

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The ClucasGray Future Titans Fund

The Future Titans Fund has a flexible mandate to invest in a range of asset classes but will typically have high exposure to South African companies outside of the Top 40 Index. The fund is permitted to invest 25% offshore

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The ClucasGray Equilibrium Fund

The Equilibrium Fund is a Regulation 28 compliant fund in the Multi-Asset High Equity category. The fund has a maximum net equity exposure of 75% and a maximum net foreign exposure of 25% and aims to provide long term capital

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The ClucasGray Equity Prescient Fund

The Equity Fund is a high conviction fund aiming to hold no more than 25 stocks at any one time. The fund is a SA equity fund with no global equity exposure. It aims to provide long term capital growth

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Old Mutual Maximum Return Fund of Funds

The fund aims to generate the maximum possible investment return over a long-term investment horizon. The fund of funds invests primarily in a selection of Old Mutual Group collective investment scheme portfolios offering exposure to South African and international assets.

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Sanlam Tax Free Investment Comprehensive Plan

The Comprehensive plan offers a range of top quality qualifying investment funds. You can choose up to five funds at first, and can switch between these funds at any time. The first four switches in any plan year are free.

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NewFunds S&P GIVI SA Industrial 25 ETF

NewFunds S&P GIVI SA Industrial 25 ETF offers investors a diversified exposure to twenty-five largest JSE-listed industrials stocks selected by intrinsic value and low volatility, at lower cost. NewFunds S&P GIVI SA Industrial 25 ETF replicates the price* performance of

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Capilis Tax-Free Investment Accounts

The Capilis TFIA  is suitable to investors looking to build long-term wealth, benefit from no capital gains tax (CGT) and not settle for interest rate related returns. Preferably investors must have a time horizon of 10 years or more and have

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Absa Tax Free Investment Account

With the Absa Tax Free Investment Account you can invest in a choice of unit trusts, exchange traded funds and wrap portfolios to meet your risk appetite. All returns are tax free, including income, dividends, interest, and capital gains.

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Stanlib Top 40 ETF

The investment objective of the STANLIB SWIX 40 Exchange Traded Fund is to provide returns linked to the performance of the FTSE/ JSE SWIX 40 index (“the index”) in terms of both price performance as well as income from the

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Researching Capital Markets & Financial Services