Our Investments
| Investment Name | Type | Risk | Time Horizon | ||
|---|---|---|---|---|---|
| Afrifocus Tax Free Balanced Product | Stock Broker Account | Medium | 01 to 15 years |  |
|
| Afrifocus Tax Free Growth Product | Stock Broker Account | High, Medium high | 05 to 15 years | |
|
| Afrifocus Personal Wealth Tax Free Savings Product | Cash deposit | Low | 01 to 10 years | |
Investment Name
Afrifocus Tax Free Balanced Product
Provider
Risk Tolerance
Medium
Time Horizon
01 to 15 years
Investment Name
Afrifocus Tax Free Growth Product
Risk Tolerance
High, Medium high
Time Horizon
05 to 15 years
Investment Name
Afrifocus Personal Wealth Tax Free Savings Product
Risk Tolerance
Low
Time Horizon
01 to 10 years
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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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Afrifocus Tax Free Balanced Product
Provider: Afrifocus
Risk Level: Medium
Ideal Time Horizon:01 years - 15years
Investment Type: Stock Broker Account
Fund Description:
10% is invested in SA cash, 90% in a Balanced SA Asset ETF.
Minimum lump sum investment: R30 000
Annual Cost: 0.5% a year; initial investment into ETF incurs brokerage
X
Afrifocus Tax Free Growth Product
Provider: Afrifocus
Risk Level: Medium high, High
Ideal Time Horizon:05 years - 15years
Investment Type: Stock Broker Account
Fund Description:
10% invested SA cash, 90% in SA Equity ETF
Minimum lump sum investment: R30 000
Annual Cost: 0.5%
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Afrifocus Personal Wealth Tax Free Savings Product
Provider: Afrifocus
Risk Level: Low
Ideal Time Horizon:01 years - 10years
Investment Type: Cash deposit
Fund Description:
A 100% cash savings product. Cash will be invested in the JSE Trustees Account, where it will earn interest at the average money market call rate received by the largest banks. This is (as of Feb 2015) at 5.54%.
Period Return Applies To: Annual
Return Percentage: JSE Trustees Account rate. As of Feb 2014, 5.54%
Annual Cost: 0
