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 CoreShares PrefTrax tracks the FTSE/JSE Preference Share Index as closely as possible, by buying only constituent securities in the same weightings in which they are included in the Index and selling only securities which are excluded from the Index
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 Denali Growth & Income strategy seeks to achieve both capital growth and investment income. This portfolio favours assets that offer certainty of return over the uncertainty of return. However, it strives to strike a good balance of growth and
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 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
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.
The Sygnia All Bond Index Fund aims to achieve a return which will equate to the annual return of the index benchmark. It is a passively managed fixed interest portfolio which aims to deliver returns which mirror those of the JSE
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
The Portfolio’s main objective is high growth of capital and income, a reasonable level of current income and relative stability for capital invested to obtain long-term wealth accumulation. The Portfolio will comprise of a mix of financially sound securities of
The portfolio aims to achieve capital growth and income generation by investing in long term fixed interest securities. Securities will normally consist of a spread of gilts, semi-gilts, loan stock, debentures, debenture bonds, approved securities, notes and liquid assets and
The portfolio’s objective is to achieve a reasonable level of current income and long-term capital growth at average risk levels whilst complying with the prudential investments guidelines. The portfolio will consist of a diversified spread of investments in securities and
