Our Investments
| Investment Name | Type | Risk | Time Horizon | ||
|---|---|---|---|---|---|
| Resolute Wealth Tax Free Savings Portfolio | ETF | High | 05 to 50 years |  |
Investment Name
Resolute Wealth Tax Free Savings Portfolio
Provider
Risk Tolerance
High
Time Horizon
05 to 50 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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Resolute Wealth Tax Free Savings Portfolio
Provider: Resolute Wealth Management
Risk Level: High
Ideal Time Horizon:05 years - 50years
Investment Type: ETF
Fund Description:
For investors who seek tax free savings growth over the long term with the aim of building wealth by being exposed to the equity market. The focus is on long-term wealth creation.
Benchmark Used: CPI +6% over rolling 5 year period
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 19.07% | 10.78% |
| 3 Years | 22.19% | 11.31% |
| 5 Years | 20.70% | 11.54% |
Minimum lump sum investment: R0
Minimum monthly debit order: R100
Annual Cost: 1.18%
