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 ILBI (Inflation Linked Bond Index) ETF tracks total return* version of the Barclays/Absa South African Government Inflation-Linked Bond Index, an index consisting of bonds issued by the South African Government which are linked to the South African Consumer Price
The GOVI ETF tracks the total return* version of GOVI Index, an index consisting of bonds issued by the South African Government which includes only those issues in which the Department of Finance obliges the primary dealers to make a
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 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 primary investment objective of the portfolio is to provide the investor with capital growth over the long-term with moderate levels of volatility. This is a high equity portfolio with a maximum of 75% in equities and is structured to
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
This fund is suitable for Muslim investors requiring a Sharia-compliant portfolio appropriate for retirement schemes. Investors would also be seeking to build and grow their long-term retirement savings, while preserving the purchasing power of their capital over the long-term and
The ILBI (Inflation Linked Bond Index) ETF tracks total return* version of the Barclays/Absa South African Government Inflation-Linked Bond Index, an index consisting of bonds issued by the South African Government which are linked to the South African Consumer Price
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
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
The Satrix Bond Index Fund tracks the performance of its benchmark, the FTSE/JSE All Bond Index. The fund is rebalanced monthly. The fund will invest in a basket of permitted government and corporate fixed-interest securities. The aim is to track the
This is a multi asset class fund which aims to grow capital steadily while providing income over the medium to longer term. The preservation of real capital is of primary importance in achieving this objective. The fund is Regulation 28 compliant
The GOVI ETF tracks the total return* version of GOVI Index, an index consisting of bonds issued by the South African Government which includes only those issues in which the Department of Finance obliges the primary dealers to make a
