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.
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.
The aim of the Ashburton Inflation ETF is to provide investors with a real rate of return above inflation (CPI), through exposure to a diversified portfolio of government inflation-linked bonds. The fund invests in bonds based on the value issued
The Kilimanjaro Conservative investment strategy primarily seeks to preserve capital by investing in lower risk assets. This TFSA portfolio is heavily focused on investing in assets that have a higher degree of certainty of return, over the uncertainty of return sacrificing higher
The Guaranteed Growth Plan is an endowment product where the original investment amount, plus the yield at the guaranteed rate for the investment period, is payable to the policyholder at the end of a five-year term. The policy holder receives
The Guaranteed Income Plan is a two-fold investment product where the initial capital is returned to the policyholder after five years and a guaranteed monthly/annual income is provided. The policy holder receives a tax-free return in terms of the current
The portfolio aims to preserve capital, but provide returns in excess of that offered by a traditional money market portfolio. The mandate is, however, more flexible and the average portfolio duration will be longer than that of traditional money market
The Coronation Strategic Income Fund allocates assets across the yielding asset classes. The fund is suitable for investors who are: Looking for an intelligent alternative to cash or bank deposits over periods from 12 to 36 months. Seeking managed exposure to
The Sanlam Tax-Free Investment Comprehensive Plan offers the flagship Sanlam Unit Trust funds and qualifying funds from other leading fund managers. It offers a range of qualifying investment funds. You can choose up to five funds at first, and can switch between
This is a multi asset low equity fund which aims to deliver smooth, positive real returns (adjusted for the effects of inflation) targeting CPI +4% over a rolling 3 year period. Equity exposure is limited to 40%. The fund is
The Sanlam Enhance Yield Fund aims to offer a higher yield than a money market fund by taking advantage of the higher yields offered by a wide range of debt instruments including corporate bonds. It has no equity exposure and may invest
This fund aims to deliver a higher level of income than fixed deposits and call deposits over time. Capital preservation is of primary importance and the fund offers immediate liquidity. The fund has no offshore exposure. It invests in a range
The RMB Inflation-X ETF provides investors with a real rate of return above inflation (CPI), through exposure to a diversified portfolio of government inflation-linked bonds. The RMB Inflation-X ETF invests in bonds based on the value issued by National Treasury and
Core Shares Preftrax tracks the performance of the FTSE/JSE Preference Share Index which consists of non-convertible, floating rate perpetual preference shares. The objective is to replicate the price and yield performance of the FTSE/JSE Preference Share Index before costs.
An ETFIA is ideal for investors who want a low cost, transparent investment-linked tax free account. The Balanced Portfolio is suitable for an investor with an investment horizon of 3-5 years – investors who wish to preserve the value of
