Alexander Forbes Investments Property Equity Unit Trust

The portfolio aims to achieve both capital growth and income with a focus on income yield relative to income growth. The portfolio targets a near full exposure to listed property shares, but at times may hold assets in liquid form, other

Read Full Article

Alexander Forbes Investments Institutional Equity Unit Trust

The portfolio aims to achieve long-term, inflation-beating returns through exposure to equities. The portfolio is a specialist equity portfolio that reflects Alexander Forbes Investments’ best view for a moderate risk equity portfolio, by combining managers with differing investment styles, in order

Read Full Article

Alexander Forbes Investments Aggressive Passive Unit Trust

The objective of the portfolio is to generate capital growth over the long term, through investing in a combination of asset classes. The portfolio is benchmarked against CPI + 5% calculated over a rolling three-year period.

Read Full Article

Alexander Forbes Investments Real Return Focus Unit Trust

This portfolio aims to achieve above inflation returns of 4% ahead of headline CPI after tax, on a three-year rolling basis, at a low risk, under any market conditions. The portfolio is benchmarked against Headline CPI + 4% calculated over

Read Full Article

Alexander Forbes Investments Conservative Passive Unit Trust

The objective of the portfolio is to generate moderate capital growth over the medium term, through investing in a combination of asset classes. The portfolio is benchmarked against CPI + 3% calculated over a rolling three-year period.

Read Full Article

Alexander Forbes Investments Superior Yield Unit Trust

This is an income portfolio. The investment objective of the portfolio is to provide a superior return in excess of money-market portfolios while maintaining a high degree of liquidity and capital preservation.

Read Full Article

OUTvest Tax-Free plan

All money that you withdraw from our OUTvest Tax Free Plan is free of tax. You cannot add more than R 33 000 in a tax year to our Tax Free Plan. You can make withdrawals as often as you like

Read Full Article

Truffle MET Flexible Fund (C)

The Truffle MET Flexible Fund is suitable for investors who are targeting returns in access of inflation in the long term but with less volatility than the equity market. The fund actively invests in all asset classes. No minimum or

Read Full Article

Warwick BCI Enhanced Income

The fund is an enhance income portfolio with an objective to achieve a high level of sustainable income and stability of capital invested. The portfolio is suited to investors with a moderate to low risk profile and a one to three

Read Full Article

Warwick BCI Property Fund

The primary objective of the fund is to provide investors with a combination of high income and long term capital appreciation. The portfolio is suited to investors with a moderate to high risk and a three to five year or

Read Full Article

27Four Shari’ah Balanced Prescient Fund of Funds

The portfolio is designed to deliver investment returns in excess of consumer price inflation over the medium-term. Some level of volatility and capital movements is to be expected over the short-term. These portfolios generally hold more equity exposure than low

Read Full Article

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

Read Full Article

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

Read Full Article

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

Read Full Article

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

Read Full Article
Researching Capital Markets & Financial Services

All ABOUT ETFs

Researching Capital Markets & Financial Services