The fund aims to generate the maximum possible investment return over a long-term investment horizon. The fund of funds invests primarily in a selection of Old Mutual Group collective investment scheme portfolios offering exposure to South African and international assets.
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.
The Capilis TFIA is suitable to investors looking to build long-term wealth, benefit from no capital gains tax (CGT) and not settle for interest rate related returns. Preferably investors must have a time horizon of 10 years or more and have
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.
Core Shares Proptrax Ten tracks the FTSE/JSE SA Listed Property Top 10 Equal Index, which is a custom index that consists of the Top 10 most liquid JSE primary listed property companies. The objective is to replicate the price and yield performance
Core Shares Proptrax SAPY tracks the FTSE/JSE SA Listed Property Index (SAPY Index). The SAPY Index consists of the Top 20 most liquid JSE primary listed property companies (thereby excluding Capital Shopping Centres) that have a minimum free float of 15%. The
The investment policy of the portfolio shall be to track the S&P South Africa Low Volatility Index as closely as possible, by buying only constituent securities in the same weightings in which they are included in the Index and selling
The investment policy of the portfolio shall be to track the S&P South Africa Dividend Aristocrats Index as closely as possible, by buying only constituent securities in the same weightings in which they are included in the Index and selling
The Ashburton Top40 ETF aims to provide investors with exposure to the South African equities market through the purchase of a JSE listed ETF. It invests in the 40 biggest companies listed on the JSE based on their market capitalisation. The RMB Top40
The Ashburton MidCap ETF’s objective is to provide investors with exposure to the South African equities market through the purchase of a JSE listed ETF. The fund invests in the 41st to the 100th largest companies on the JSE in terms of
The Aconcagua Growth strategy is focused on capital appreciation as a primary investment objective, rather than income preservation. As such this aggressive portfolio is biased towards investing in assets with a higher degree of uncertainty of returns in the pursuit of greater
The PPS Balanced Index Tracker Fund is a South African Multi Asset High Equity portfolio that may invest in a combination of listed and unlisted financial instruments in the local and global equity, bonds, money, and property markets with the explicit
From July 2008 to December 2011, the Nedbank Green Index outperformed the Shareholder-Weighted All-Share Index (SWIX) by 18.3% and the Top 40 Index by 39.9%. These two indices – SWIX and Top40 – are often used as benchmarks by active
In order to achieve its objectives, the fund will generally be invested in a diversified portfolio of South African equities subject to the statutory investment limitations. The fund employs our investment process, with several filtering layers implemented over and above
The SA Stock Brokers Capital Tax-free Savings and Investment Account aims to encourage individuals to save by offering them market exposure through Exchange Traded Funds (ETFs) combined with favourable cost benefits. SA Stock Brokers Capital takes the approach of creating a
