Directory of Tax-Free Investments
If this list is overwhelming, use our investment selection tool to narrow it down!
| Investment Name | Provider | Risk | Time Horizon | ||
|---|---|---|---|---|---|
| 27Four Shari’ah Balanced Prescient Fund of Funds (A1) | Allan Gray | Medium | 03 to 50 years |  |
|
| 28E Capital Tax-Free Trading Account | 28E Capital Capital | High | 05 to 50 years | |
|
| Absa Absolute Fund C1 | Absa Stockbrokers | Low medium | 03 to 50 years | |
|
| Absa Balanced Fund Class C1 | Absa Stockbrokers | Medium | 03 to 50 years | |
|
| Absa Income Enhancer Fund | Absa Stockbrokers | Low | 01 to 03 years | |
|
| Absa Inflation Beater Fund Class C1 | Absa Stockbrokers | Low medium | 03 to 50 years | |
|
| Absa Large Cap Fund | Absa Stockbrokers | High | 05 to 50 years | |
|
| Absa Managed Fund Class C1 | Absa Stockbrokers | Medium high | 03 to 50 years | |
|
| Absa Money Market Fund | Absa Stockbrokers | Low | 01 to 03 years | |
|
| Absa Multi Managed Wealth Accumulation FoF Class C | Absa Stockbrokers | Medium | 03 to 50 years | |
|
| Absa Multi Managed Wealth Creation FoF Class C | Absa Stockbrokers | Medium high | 05 to 50 years | |
|
| Absa Multi Managed Wealth Preservation FoF Class C | Absa Stockbrokers | Low medium | 03 to 50 years | |
|
| Absa Multi Managed Wealth Protection FoF Class C | Absa Stockbrokers | Low medium | 03 to 50 years | |
|
| Absa Opportunity Income FoF Class C | Absa Stockbrokers | Low medium | 01 to 03 years | |
|
| Absa Property Equity Fund Class C1 | Absa Stockbrokers | Medium high | 03 to 50 years | |
|
| Absa Prudential Fund of Funds | Absa Stockbrokers | Medium high | 03 to 50 years | |
|
| ABSA Select Equity Fund Class C1 | Absa Stockbrokers | High | 05 to 50 years | |
|
| Absa Smart Alpha Equity Fund | Absa Stockbrokers | High | 05 to 50 years | |
|
| Absa Smart Alpha Income Fund | Absa Stockbrokers | Low medium | 01 to 03 years | |
|
| Absa Smart Alpha Property Fund | Absa Stockbrokers | Medium high | 03 to 50 years | |
|
| Absa Tax Free Investment Account | Absa Stockbrokers | Low, Low medium, Medium, Medium high, High | 01 to 50 years | |
|
| Absa Tax Free Savings Account | Absa | Low | 01 to 10 years | |
|
| Absa Tax-Free ETF Savings Account | Absa Stockbrokers | Medium, Medium high | 05 to 50 years | |
|
| Absa Wealth Preserver Plus Fund | Absa Stockbrokers | Medium | 02 to 50 years | |
|
| African Bank Tax Free Investment | African Bank | Low, Low medium | 01 to 01 years | |
|
| Afrifocus Tax-Free Savings Account | Afrifocus | Low, Low medium, Medium, Medium high, High | 03 to 50 years | |
|
| Alexander Forbes Investments Aggressive Passive Unit Trust – Class T | Alexander Forbes | Medium high | 03 to 50 years | |
|
| Alexander Forbes Investments Conservative Passive Unit Trust – Class T | Alexander Forbes | Low medium | 03 to 50 years | |
|
| Alexander Forbes Investments Institutional Equity Unit Trust – Class T | Alexander Forbes | High | 05 to 50 years | |
|
| Alexander Forbes Investments Property Equity Unit Trust – Class T | Alexander Forbes | High | 05 to 50 years | |
|
| Alexander Forbes Investments Real Return Focus Unit Trust – Class T | Alexander Forbes | Low | 03 to 50 years | |
|
| Alexander Forbes Investments Superior Yield Unit Trust – Class T | Alexander Forbes | Low medium | 01 to 03 years | |
|
| Allan Gray Money Market Fund | Allan Gray | Low, Low medium | 01 to 03 years | |
|
| Allan Gray Tax-Free Balanced Fund | Allan Gray | Medium, Medium high | 03 to 50 years | |
|
| AMI Big 50 Ex-SA ETF | Cloud Atlas Investing | Medium | 03 to 50 years | |
|
| AMI Real Estate Ex-SA (Cloud Atlas Investing) | Cloud Atlas Investing | Medium | 03 to 05 years | |
|
| Ashburton Balanced Fund | Ashburton | Medium | 04 to 50 years | |
|
| Ashburton Global 1200 ETF | Ashburton | High | 03 to 05 years | |
|
| Ashburton Global Flexible Fund | Ashburton | High | 05 to 50 years | |
|
| Ashburton Inflation ETF | Ashburton | Low, Low medium | 01 to 50 years | |
|
| Ashburton MidCap ETF | Ashburton | Medium high | 03 to 50 years | |
|
| Ashburton Money Market Fund | Ashburton | Low | 01 to 05 years | |
|
| Ashburton SA Equity Fund | Ashburton | High | 05 to 50 years | |
|
| Ashburton SA Income Fund | Ashburton | Low | 01 to 03 years | |
|
| Ashburton Targeted Return Fund | Ashburton | Low medium | 03 to 50 years | |
|
| Ashburton Top40ETF | Ashburton | Medium high | 03 to 50 years | |
|
| Ashburton World Government | Ashburton | Medium | 03 to 05 years | |
|
| Assupol One Tax-free Savings Policy | Assupol | Low, Low medium, Medium | 05 to 50 years | |
|
| Bridge Balanced Fund | Bridge Fund Managers | Medium | 06 to 50 years | |
|
| Bridge Diversified Preference Share Fund | Bridge Fund Managers | Low | 04 to 50 years | |
|
| Bridge Equity Income Growth Fund | Bridge Fund Managers | High | 06 to 50 years | |
|
| Bridge Global Managed Growth Feeder Fund A | Bridge Fund Managers | Medium high | 03 to 50 years | |
|
| Bridge Global Property Income Feeder Fund | Bridge Fund Managers | High | 03 to 50 years | |
|
| Bridge High Income Fund | Bridge Fund Managers | Low | 03 to 50 years | |
|
| Bridge Managed Growth Fund | Bridge Fund Managers | Medium | 05 to 50 years | |
|
| Bridge Stable Growth Fund | Bridge Fund Managers | Low medium | 03 to 50 years | |
|
| Capilis Tax-Free Investment Accounts | Sharenet | Medium high, High | 10 to 50 years | |
|
| Capitec Tax Free Savings Account | Capitec Bank | Low | 01 to 50 years | |
|
| CoreShares PrefTrax | CoreShares | Low medium | 03 to 50 years | |
|
| Coreshares Proptrax SAPY | CoreShares | Medium high, High | 03 to 50 years | |
|
| CoreShares PropTrax Ten | CoreShares | Medium high, High | 05 to 50 years | |
|
| CoreShares S&P 500 ETF | CoreShares | High | 05 to 50 years | |
|
| CoreShares S&P Global Dividends Aristocrat | CoreShares | Medium high | 05 to 10 years | |
|
| CoreShares S&P Global Property ETF | CoreShares | High | 05 to 50 years | |
|
| CoreShares S&P SA Dividends Aristocrat | CoreShares | Medium high | 05 to 10 years | |
|
| CoreShares Scientific Beta Multi Factor | CoreShares | High | 05 to 50 years | |
|
| CoreShares Top50 | CoreShares | High | 05 to 50 years | |
|
| Coronation Bond | Coronation Fund Managers | Medium | 01 to 50 years | |
|
| Coronation Financial | Coronation Fund Managers | High | 05 to 50 years | |
|
| Coronation Global Capital Plus [ZAR] Feeder | Coronation Fund Managers | Medium | 03 to 50 years | |
|
| Coronation Global Managed [ZAR] Feeder | Coronation Fund Managers | Medium high | 06 to 50 years | |
|
| Coronation Global Strategic USD Income [ZAR] Feeder | Coronation Fund Managers | Low | 01 to 03 years | |
|
| Coronation Industrial | Coronation Fund Managers | High | 05 to 50 years | |
|
| Coronation Jibar Plus | Coronation Fund Managers | Low | 01 to 02 years | |
|
| Coronation Money Market | Coronation Fund Managers | Low | 01 to 02 years | |
|
| Coronation Property Equity | Coronation Fund Managers | High | 03 to 50 years | |
|
| Coronation Resources | Coronation Fund Managers | High | 05 to 50 years | |
|
| Coronation Smaller Companies | Coronation Fund Managers | High | 05 to 50 years | |
|
| Coronation Strategic Income Fund | Coronation Fund Managers | Low | 01 to 03 years | |
|
| Discovery Balanced Fund | Discovery | Medium | 03 to 50 years | |
|
| Discovery Cautious Balanced Fund | Discovery | Low medium | 03 to 05 years | |
|
| Discovery Diversified Income Fund | Discovery | Low medium | 01 to 03 years | |
|
| Discovery Dynamic Equity Fund | Discovery | Medium high | 05 to 50 years | |
|
| Discovery Equity Fund | Discovery | High | 05 to 50 years | |
|
| Discovery Flexible Property Fund | Discovery | High | 05 to 50 years | |
|
| Discovery Global Balanced Fund of Funds | Discovery | Medium high | 05 to 50 years | |
|
| Discovery Global Equity Feeder Fund | Discovery | High | 05 to 50 years | |
|
| Discovery Moderate Balanced Fund | Discovery | Low medium | 03 to 50 years | |
|
| Discovery Money Market Fund | Discovery | Low | 01 to 05 years | |
|
| Discovery Target Retirement 2015 Fund | Discovery | Low | 01 to 20 years | |
|
| Discovery Target Retirement 2020 Fund | Discovery | Medium | 01 to 20 years | |
|
| Discovery Target Retirement 2025 Fund | Discovery | Low | 01 to 20 years | |
|
| Discovery Target Retirement 2030 Fund | Discovery | Low | 01 to 20 years | |
|
| Discovery Target Retirement 2035 Fund | Discovery | Low | 01 to 20 years | |
|
| Discovery Target Retirement 2040 Fund | Discovery | Low | 01 to 20 years | |
|
| Discovery Target Retirement 2045 Fund | Discovery | Medium high | 01 to 20 years | |
|
| EasyEquities Tax Free Savings Account | EasyEquities | Medium high, High | 05 to 50 years | |
|
| Element Global Equity Fund | Element Investment Managers | High | 05 to 50 years | |
|
| Element Islamic Balanced Fund | Element Investment Managers | High | 05 to 50 years | |
|
| Element Specialist Income Fund | Element Investment Managers | Low | 01 to 05 years | |
|
| ETF Tax Free Balanced Portfolio | ETFSA.co.za | Low medium, Medium | 03 to 05 years | |
|
| ETF Tax Free Investment Account – Equity Account | ETFSA.co.za | Medium, Medium high | 03 to 50 years | |
|
| ETF Tax Free Investment Account – Income Portfolio | ETFSA.co.za | Low, Low medium | 01 to 10 years | |
|
| ETF Tax Free Investment Account – International Portfolio | ETFSA.co.za | High | 05 to 50 years | |
|
| FedGroup Tax-Free Investment Option | FedGroup | Low | 01 to 36 years | |
|
| FNB Horizon Series Tax Free Savings Account | FNB | Low, Low medium, Medium, Medium high, High | 01 to 50 years | |
|
| FNB Tax Free Cash Deposit | FNB | Low | 01 to 10 years | |
|
| FNB Tax-Free Shares Account | FNB | Medium, Medium high, High | 05 to 50 years | |
|
| Foord Balanced Fund | Foord | Low medium, Medium | 04 to 50 years | |
|
| Foord Equity Fund | Foord | High | 06 to 50 years | |
|
| Foord Flexible Fund of Funds | Foord | Medium, Medium high | 04 to 50 years | |
|
| Foord International Feeder Fund | Foord | Medium high, High | 04 to 50 years | |
|
| GBS Tax Free Savings Account | GBS Mutual Bank | Low | 01 to 50 years | |
|
| Glacier Tax-Free Investment Plan | Glacier | Low, Low medium, Medium, Medium high, High | 03 to 50 years | |
|
| Grindrod Global Equity Income Growth Feeder Fund | Old Mutual | High | 03 to 50 years | |
|
| Guaranteed Growth Plan | Clientele Life Investments | Low, Low medium | 05 to 05 years | |
|
| Guaranteed Income Plan | Clientele Life Investments | Low, Low medium | 05 to 05 years | |
|
| Investec Cautious Managed Fund | Investec IMS | Low medium | 03 to 50 years | |
|
| Investec Diversified Income Fund | Investec IMS | Low medium | 01 to 05 years | |
|
| Investec Equity Fund | Investec IMS | Medium high | 05 to 50 years | |
|
| Investec Global Equity Fund | Investec IMS | Medium high | 05 to 50 years | |
|
| Investec Global Opportunity Income FoF | Investec IMS | Medium high | 05 to 50 years | |
|
| Investec High Income Fund | Investec IMS | Low medium | 01 to 03 years | |
|
| Investec Managed Fund | Investec IMS | Medium | 03 to 50 years | |
|
| Investec Money Market Fund | Investec IMS | Low medium | 01 to 03 years | |
|
| Investec Opportunity Fund | Investec IMS | Medium | 03 to 50 years | |
|
| Investec Property Equity Fund | Investec IMS | Medium high | 05 to 50 years | |
|
| Investec Tax Free Fixed Deposit | Investec IMS | Low | 01 to 25 years | |
|
| Investec Value Fund | Investec IMS | Medium high | 05 to 50 years | |
|
| Investec Worldwide Equity Feeder Fund | Investec IMS | Medium high | 03 to 50 years | |
|
| Kagiso Islamic Balanced Fund | Kagiso Asset Management | Medium | 03 to 50 years | |
|
| Kagiso Islamic Equity Fund | Kagiso Asset Management | Medium high | 03 to 50 years | |
|
| Mercantile Bank Tax Exempt Savings Account | Mercantile Bank | Low, Low medium | 01 to 50 years | |
|
| MitonOptimal IP Active Beta Fund | MitonOptimal | Medium high | 05 to 50 years | |
|
| MitonOptimal IP Defended Beta Fund | MitonOptimal | Medium high | 05 to 50 years | |
|
| MitonOptimal IP Foreign Flexible Feeder Fund | MitonOptimal | Medium high | 05 to 05 years | |
|
| MitonOptimal IP High Conviction Equity Fund | MitonOptimal | High | 05 to 07 years | |
|
| MitonOptimal IP Interest Plus Fund | MitonOptimal | Low | 01 to 03 years | |
|
| Momentum Bond Fund | Momentum Wealth | Low medium | 01 to 05 years | |
|
| Momentum Enhanced Yield Fund | Momentum Wealth | Low, Low medium | 01 to 03 years | |
|
| Momentum Flexible Tax-free Option | Momentum Wealth | Medium | 01 to 50 years | |
|
| Mosaic Flexible Prescient Fund | Mosaic Invest | High | 06 to 50 years | |
|
| Nedbank Tax Free Savings Account | Nedbank | Low | 01 to 10 years | |
|
| Nedgroup Investments Core Bond Fund | Nedgroup Investments | Low medium | 02 to 05 years | |
|
| Nedgroup Investments Core Diversified Fund | Nedgroup Investments | Medium | 03 to 50 years | |
|
| Nedgroup Investments Core Guarded Fund | Nedgroup Investments | Low medium | 03 to 50 years | |
|
| Nedgroup Investments Core Income Fund | Nedgroup Investments | Low | 01 to 03 years | |
|
| Nedgroup Investments Entrepreneur Fund | Nedgroup Investments | High | 05 to 50 years | |
|
| Nedgroup Investments Financials Fund | Nedgroup Investments | High | 05 to 50 years | |
|
| Nedgroup Investments Flexible Income Fund | Nedgroup Investments | Low medium | 01 to 05 years | |
|
| Nedgroup Investments Global Equity Feeder Fund | Nedgroup Investments | Medium high | 05 to 50 years | |
|
| Nedgroup Investments Global Flexible Feeder Fund | Nedgroup Investments | Medium | 03 to 50 years | |
|
| Nedgroup Investments Managed Fund | Nedgroup Investments | Medium | 03 to 50 years | |
|
| Nedgroup Investments Opportunity Fund | Nedgroup Investments | Medium | 03 to 50 years | |
|
| Nedgroup Investments Property Fund | Nedgroup Investments | Medium high | 05 to 50 years | |
|
| Nedgroup Investments Rainmaker Fund | Nedgroup Investments | Medium high | 05 to 50 years | |
|
| Nedgroup Investments Stable Fund | Nedgroup Investments | Low medium | 03 to 50 years | |
|
| Nedgroup Investments Value Fund | Nedgroup Investments | Medium high | 05 to 50 years | |
|
| NewFunds Equity Momentum ETF | Absa Stockbrokers | High | 05 to 50 years | |
|
| NewFunds GOVI ETF | Absa Stockbrokers | Medium | 03 to 05 years | |
|
| NewFunds ILBI ETF | Absa Stockbrokers | Medium | 03 to 50 years | |
|
| NewFunds Low Volatility (TR) | Absa Stockbrokers | High | 01 to 01 years | |
|
| NewFunds MAPPS Growth ETF | Absa Stockbrokers | High | 05 to 50 years | |
|
| NewFunds MAPPS Protect ETF | Absa Stockbrokers | Medium | 03 to 10 years | |
|
| NewFunds NewSA Index ETF | Absa Stockbrokers | High | 05 to 50 years | |
|
| NewFunds Palladium ETF | Absa Stockbrokers | Medium, Medium high, High | 03 to 50 years | |
|
| NewFunds S&P GIVI SA Financial 15 ETF | Absa Stockbrokers | High | 05 to 50 years | |
|
| NewFunds S&P GIVI SA Industrial 25 ETF | Absa Stockbrokers | High | 05 to 50 years | |
|
| NewFunds S&P GIVI SA Resource 15 ETF | Absa Stockbrokers | High | 05 to 50 years | |
|
| NewFunds S&P GIVI SA Top 50 ETF | Absa Stockbrokers | High | 05 to 50 years | |
|
| NewFunds Shari’ah Top 40 ETF | Absa Stockbrokers | High | 05 to 50 years | |
|
| NewFunds SWIX 40 ETF | Absa Stockbrokers | High | 05 to 50 years | |
|
| NewFunds TRACI 3-Month ETF | Absa Stockbrokers | Low | 01 to 03 years | |
|
| NewFunds Value Equity ETF (Absa) | Absa Stockbrokers | High | 05 to 10 years | |
|
| Oasis Balanced Crescent Stable Fund of Funds | Oasis Group Holdings | Low, Low medium, Medium | 03 to 50 years | |
|
| Oasis Crescent Balanced High Equity Fund of Funds | Oasis Group Holdings | Low medium, Medium | 03 to 50 years | |
|
| Oasis Crescent Balanced Progressive Fund of Funds | Oasis Group Holdings | Low medium | 03 to 50 years | |
|
| Oasis Crescent Income Fund | Oasis Group Holdings | Low | 01 to 10 years | |
|
| Oasis Money Market Unit Trust Fund | Oasis Group Holdings | Low | 01 to 10 years | |
|
| Old Mutual Albaraka Balanced Fund | Old Mutual | Medium | 05 to 50 years | |
|
| Old Mutual Albaraka Equity Fund | Old Mutual | Medium high | 05 to 50 years | |
|
| Old Mutual Balanced Fund | Old Mutual | Medium | 05 to 50 years | |
|
| Old Mutual Core Balanced Fund | Old Mutual | Medium | 05 to 50 years | |
|
| Old Mutual Dynamic Floor Fund | Old Mutual | Medium | 05 to 50 years | |
|
| Old Mutual Enhanced Income Fund | Old Mutual | Low, Low medium | 03 to 50 years | |
|
| Old Mutual Flexible Fund | Old Mutual | Medium high | 05 to 50 years | |
|
| Old Mutual FTSE RAFI® All World 3000 Index Feeder Fund | Old Mutual | Medium high | 05 to 50 years | |
|
| Old Mutual Global Equity Fund | Old Mutual | Medium high | 05 to 50 years | |
|
| Old Mutual High Yield Opportunity Fund | Old Mutual | Medium high | 05 to 50 years | |
|
| Old Mutual Interest Plus Fund | Old Mutual | Low | 01 to 05 years | |
|
| Old Mutual Maximum Return Fund of Funds | Old Mutual | Medium high, High | 10 to 50 years | |
|
| Old Mutual Moderate Balanced Fund | Old Mutual | Medium | 05 to 50 years | |
|
| Old Mutual Money Market Fund | Old Mutual | Low | 01 to 03 years | |
|
| Old Mutual Multi-Managers Aggressive Balanced Fund of Funds | Old Mutual | Medium high | 03 to 50 years | |
|
| Old Mutual Multi-Managers Balanced Fund of Funds | Old Mutual | Medium | 03 to 50 years | |
|
| Old Mutual Multi-Managers Cautious Fund of Funds | Old Mutual | Low medium | 03 to 50 years | |
|
| Old Mutual Multi-Managers Enhanced Income Fund of Funds | Old Mutual | Low medium | 03 to 50 years | |
|
| Old Mutual Multi-Managers Equity Fund of Funds | Old Mutual | Medium high | 05 to 50 years | |
|
| Old Mutual Multi-Managers Money Market Fund | Old Mutual | Low | 01 to 03 years | |
|
| Old Mutual Nucleus Balanced Index Life Fund | Old Mutual | Medium high | 05 to 50 years | |
|
| Old Mutual Nucleus Conservative Index Life Fund | Old Mutual | Low medium | 03 to 50 years | |
|
| Old Mutual Nucleus Local Bond Index Life Fund | Old Mutual | Low medium | 03 to 50 years | |
|
| Old Mutual Nucleus Local Equity Index Life Fund | Old Mutual | Medium high | 05 to 50 years | |
|
| Old Mutual Nucleus Moderate Index Life Fund | Old Mutual | Medium | 05 to 50 years | |
|
| Old Mutual RAFI 40 Index Fund | Old Mutual | Medium high | 05 to 50 years | |
|
| Old Mutual Real Income Fund | Old Mutual | Low medium | 03 to 50 years | |
|
| Old Mutual SA Quoted Property Fund | Old Mutual | Medium, Medium high | 05 to 50 years | |
|
| Old Mutual Stable Growth Fund | Old Mutual | Low medium | 03 to 50 years | |
|
| Old Mutual Top 40 Index Fund | Old Mutual | Medium high | 05 to 50 years | |
|
| Old Mutual Top 40 Life Fund | Old Mutual | Medium high | 05 to 50 years | |
|
| OUTvest Tax-Free plan | OUTvest | Low, Low medium, Medium, Medium high, High | 01 to 50 years | |
|
| Personal Trust Managed Fund (Tax-Free) | Personal Trust International | Medium, Medium high, High | 05 to 50 years | |
|
| PPS Balanced Fund of Funds | PPS | Medium high | 05 to 50 years | |
|
| PPS Balanced Index Tracker Fund | PPS | Medium high, High | 07 to 50 years | |
|
| PPS Conservative Fund of Funds | PPS | Low medium | 03 to 50 years | |
|
| PPS Enhanced Yield Fund | PPS | Low | 01 to 03 years | |
|
| PPS Equity Fund | PPS | High | 07 to 50 years | |
|
| PPS Flexible Income Fund | PPS | Low medium | 01 to 03 years | |
|
| PPS Managed Flexible Fund of Funds | PPS | Medium high | 07 to 50 years | |
|
| PPS Moderate Fund of Funds | PPS | Medium | 05 to 50 years | |
|
| Prescient Absolute Balanced Fund | Prescient | Medium | 03 to 50 years | |
|
| Prescient Balanced Fund | Prescient | Medium high | 03 to 50 years | |
|
| Prescient Equity Fund | Prescient | High | 05 to 50 years | |
|
| Prescient Income Provider Fund | Prescient | Low | 01 to 10 years | |
|
| Prescient Positive Return QuantPlus | Prescient | Low medium | 03 to 50 years | |
|
| Prescient Property Equity Fund | Prescient | High | 05 to 50 years | |
|
| Prudential Balanced Fund | Prudential Investment Managers | Medium | 05 to 50 years | |
|
| Prudential Dividend Maximiser Fund (Tax-Free) | Prudential Investment Managers | Medium high, High | 07 to 50 years | |
|
| Prudential Enhanced Income | Prudential Investment Managers | Low medium | 03 to 50 years | |
|
| Prudential Enhanced SA Property Tracker Fund (Tax-Free) | Prudential Investment Managers | Medium high | 05 to 50 years | |
|
| Prudential Inflation Plus Fund (Tax-Free) | Prudential Investment Managers | Low medium | 03 to 50 years | |
|
| PSG Balanced Fund | PSG | Medium, Medium high, High | 05 to 50 years | |
|
| PSG Diversified Income Fund | PSG | Low, Low medium, Medium | 01 to 10 years | |
|
| PSG Equity Fund | PSG | Medium high, High | 05 to 50 years | |
|
| PSG Income Fund | PSG | Low, Low medium | 01 to 15 years | |
|
| PSG Stable Fund | PSG | Low, Low medium, Medium | 02 to 15 years | |
|
| Resolute Wealth Tax Free Savings Portfolio | Resolute Wealth Management | High | 05 to 50 years | |
|
| RMB Tax-Free Cash Deposit | RMB Private Bank | Low | 01 to 25 years | |
|
| RMB Tax-Free Shares Account | RMB Private Bank | Medium high, High | 03 to 50 years | |
|
| SA Stock Brokers Capital Tax-free Savings and Investment Account | SA Stockbrokers | Medium, Medium high, High | 03 to 50 years | |
|
| Sanlam Enhanced Yield Fund | Sanlam | Low | 01 to 02 years | |
|
| Sanlam Global Balanced Fund of Funds | Sanlam | Medium high, High | 03 to 50 years | |
|
| Sanlam Global Equity Fund | Sanlam | High | 05 to 50 years | |
|
| Sanlam Global Equity Income Feeder Fund | Sanlam | Medium high | 05 to 50 years | |
|
| Sanlam Inflation Plus Fund | Sanlam | Low | 03 to 05 years | |
|
| Sanlam Investment Management Active Income Fund | Sanlam | Low medium | 03 to 50 years | |
|
| Sanlam Investment Management Balanced Fund | Sanlam | Medium | 03 to 50 years | |
|
| Sanlam Money Market Fund | Sanlam | Low | 01 to 03 years | |
|
| Sanlam Tax Free Investment Core Plan | Sanlam | Medium, Medium high | 03 to 50 years | |
|
| Sanlam Tax-Free Investment Comprehensive Plan | Sanlam | Low, Low medium, Medium, Medium high, High | 01 to 01 years | |
|
| Sanlam Value Fund | Sanlam | High | 05 to 50 years | |
|
| Sasfin Tax-free Account | Sasfin | Low | 01 to 50 years | |
|
| Satrix ALSI Index Fund | Satrix | High | 05 to 50 years | |
|
| Satrix Balanced Index Fund | Satrix | Medium high | 05 to 50 years | |
|
| Satrix Bond Index Fund | Satrix | Medium | 03 to 50 years | |
|
| Satrix DIVI ETF | Satrix | High | 05 to 50 years | |
|
| Satrix FINI ETF | Satrix | High | 05 to 50 years | |
|
| Satrix ILBI ETF | Satrix | Medium | 03 to 05 years | |
|
| Satrix INDI ETF | Satrix | High | 03 to 50 years | |
|
| Satrix Low Equity Balanced Index Fund | Satrix | Low | 03 to 50 years | |
|
| Satrix Momentum Index Fund | Satrix | High | 05 to 50 years | |
|
| Satrix MSCI Emerging Markets Feeder ETF | Satrix | High | 50 to 50 years | |
|
| Satrix MSCI World Equity Index Feeder Fund | Satrix | High | 05 to 50 years | |
|
| Satrix Nasdaq 100 | Satrix | High | 05 to 10 years | |
|
| Satrix Property Index Fund | Satrix | High | 05 to 50 years | |
|
| Satrix Quality South Africa ETF | Satrix | High | 06 to 20 years | |
|
| Satrix RAFI 40 Index Fund | Satrix | High | 05 to 50 years | |
|
| Satrix RESI ETF | Satrix | High | 05 to 50 years | |
|
| Satrix S&P 500 Feeder ETF | Satrix | High | 50 to 50 years | |
|
| Satrix SWIX Top 40 ETF | Satrix | High | 05 to 50 years | |
|
| Satrix Top 40 ETF | Satrix | High | 05 to 50 years | |
|
| SIM Global Equity Income Fund | Sanlam | Medium high | 03 to 50 years | |
|
| Standard Bank Tax Free Call Account | Standard Bank | Low | 01 to 10 years | |
|
| Standard OST Tax-Free Investment Account | Standard Bank | Medium, Medium high, High | 05 to 50 years | |
|
| STANLIB Absolute Plus Fund – Class A | Stanlib | Medium | 03 to 50 years | |
|
| STANLIB Aggressive Income Fund – Class A | Stanlib | Medium | 02 to 50 years | |
|
| STANLIB ALSI 40 Fund | Stanlib | High | 05 to 50 years | |
|
| STANLIB Balanced Cautious Fund | Stanlib | Low medium | 03 to 50 years | |
|
| STANLIB Balanced Fund | Stanlib | Medium, Medium high | 03 to 50 years | |
|
| STANLIB Bond Fund | Stanlib | Low medium | 03 to 05 years | |
|
| STANLIB Enhanced Yield Fund | Stanlib | Low | 01 to 02 years | |
|
| STANLIB Equity Fund | Stanlib | High | 05 to 50 years | |
|
| STANLIB European Equity Feeder Fund-Class B | Stanlib | High | 05 to 50 years | |
|
| STANLIB Extra Income Fund class B1 | Stanlib | Low | 02 to 50 years | |
|
| STANLIB Financials Fund | Stanlib | High | 05 to 50 years | |
|
| STANLIB Flexible Income Fund | Stanlib | Low medium | 01 to 03 years | |
|
| STANLIB Global Balanced Cautious Feeder Fund | Stanlib | Medium high | 05 to 50 years | |
|
| STANLIB Global Balanced Feeder Fund | Stanlib | Medium high | 03 to 50 years | |
|
| STANLIB Global Bond Feeder Fund | Stanlib | High | 03 to 05 years | |
|
| STANLIB Global Equity Feeder Fund | Stanlib | High | 05 to 50 years | |
|
| STANLIB Global Property Feeder Fund | Stanlib | High | 05 to 50 years | |
|
| STANLIB Global REIT Index Feeder ETF | Stanlib | High | 05 to 10 years | |
|
| STANLIB Income Fund Class R | Stanlib | Low | 01 to 03 years | |
|
| STANLIB Index Fund (SWIX) | Stanlib | High | 05 to 50 years | |
|
| STANLIB Inflation Plus 3% Fund | Stanlib | Medium | 03 to 50 years | |
|
| STANLIB Inflation Plus 5% Fund | Stanlib | Low medium | 03 to 05 years | |
|
| STANLIB Money Market Fund Class R | Stanlib | Low | 01 to 03 years | |
|
| STANLIB MSCI World Index Feeder | Stanlib | High | 05 to 10 years | |
|
| STANLIB Multi- Manager Flexible Property Fund | Stanlib | Medium high | 03 to 50 years | |
|
| STANLIB Multi-Manager Enhanced Yield Fund-Class B1 | Stanlib | Low | 01 to 03 years | |
|
| STANLIB Multi-Manager Property Fund | Stanlib | Medium high, High | 05 to 50 years | |
|
| STANLIB Multi-Manager Shari’ah Balanced Fund of Funds | Stanlib | Medium | 03 to 50 years | |
|
| STANLIB Property Income Fund | Stanlib | High | 05 to 50 years | |
|
| STANLIB Quants Fund | Stanlib | Medium high | 05 to 50 years | |
|
| STANLIB S&P500 Index Feeder ETF | Stanlib | High | 05 to 10 years | |
|
| STANLIB S&P500 Info Tech Index Feeder ETF | Stanlib | High | 05 to 10 years | |
|
| STANLIB SA Equity Fund | Stanlib | Medium high, High | 05 to 50 years | |
|
| STANLIB SA Property ETF | Stanlib | High | 05 to 50 years | |
|
| STANLIB Shari’ah Equity Fund class B1 | Stanlib | High | 05 to 50 years | |
|
| STANLIB SWIX 40 ETF | Stanlib | High | 05 to 50 years | |
|
| STANLIB Top 40 ETF | Stanlib | High | 05 to 50 years | |
|
| STANLIB US Dollar Currency Fund of Funds | Stanlib | High | 05 to 50 years | |
|
| Sygnia All Bond Index Fund | Sygnia Financial Services | Low medium | 01 to 03 years | |
|
| Sygnia DIVI Index Fund | Sygnia Financial Services | Medium high | 05 to 50 years | |
|
| Sygnia Itrix 100 ETF | Sygnia Financial Services | High | 05 to 50 years | |
|
| Sygnia Itrix Eurostoxx 50 ETF | Sygnia Financial Services | High | 05 to 50 years | |
|
| Sygnia Itrix Global Property ETF | Sygnia Financial Services | High | 05 to 50 years | |
|
| Sygnia Itrix Industrial Revolution Global ETF | Sygnia Financial Services | High | 05 to 10 years | |
|
| Sygnia Itrix MSCI Japan Index ETF | Sygnia Financial Services | High | 05 to 50 years | |
|
| Sygnia Itrix MSCI USA Index ETF | Sygnia Financial Services | High | 05 to 50 years | |
|
| Sygnia Itrix MSCI World Index ETF | Sygnia Financial Services | High | 05 to 50 years | |
|
| Sygnia Itrix S&P 500 ETF | Sygnia Financial Services | High | 05 to 50 years | |
|
| Sygnia Itrix Swix 40 ETF | Sygnia Financial Services | High | 05 to 50 years | |
|
| Sygnia Itrix Top 40 ETF | Sygnia Financial Services | High | 05 to 50 years | |
|
| Sygnia Listed Property Index Fund | Sygnia Financial Services | High | 03 to 50 years | |
|
| Sygnia Skeleton Balanced 40 Fund | Sygnia Financial Services | Low | 02 to 50 years | |
|
| Sygnia Skeleton Balanced 60 Fund | Sygnia Financial Services | Medium | 03 to 50 years | |
|
| Sygnia Skeleton Balanced 70 Fund | Sygnia Financial Services | Medium high | 05 to 50 years | |
|
| Sygnia Skeleton International Equity Fund of Funds | Sygnia Financial Services | High | 03 to 50 years | |
|
| Sygnia Skeleton Worldwide Flexible | Sygnia Financial Services | Medium, Medium high, High | 03 to 50 years | |
|
| Sygnia SWIX Index Tracker | Sygnia Financial Services | High | 05 to 50 years | |
|
| Sygnia Top 40 Index Fund | Sygnia Financial Services | High | 05 to 50 years | |
|
| TFSA Naviga Balanced Portfolio | Efficient Group | Medium | 05 to 50 years | |
|
| The ClucasGray Equilibrium Fund | ClucasGray Asset Management | Medium high | 03 to 50 years | |
|
| The ClucasGray Equity Prescient Fund | ClucasGray Asset Management | High | 05 to 50 years | |
|
| The ClucasGray Future Titans Fund | ClucasGray Asset Management | High | 05 to 50 years | |
|
| Thebe Stockbroking Kick Start Plan | Thebe Stockbroking | Medium, Medium high, High | 03 to 50 years | |
|
| Truffle MET Flexible Fund (C) | Allan Gray | Medium high | 05 to 50 years | |
|
| Warwick BCI Enhanced Income Fund (A) | Warwick Funds | Low medium | 01 to 10 years | |
|
| Warwick BCI Property Fund (A) | Warwick Funds | Medium high | 03 to 50 years | |
Investment Name
27Four Shari’ah Balanced Prescient Fund of Funds (A1)
Provider
Risk Tolerance
Medium
Time Horizon
03 to 50 years
Investment Name
Absa Inflation Beater Fund Class C1
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Absa Multi Managed Wealth Accumulation FoF Class C
Risk Tolerance
Medium
Time Horizon
03 to 50 years
Investment Name
Absa Multi Managed Wealth Creation FoF Class C
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Absa Multi Managed Wealth Preservation FoF Class C
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Absa Multi Managed Wealth Protection FoF Class C
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Absa Opportunity Income FoF Class C
Risk Tolerance
Low medium
Time Horizon
01 to 03 years
Investment Name
Absa Property Equity Fund Class C1
Risk Tolerance
Medium high
Time Horizon
03 to 50 years
Investment Name
Absa Tax Free Investment Account
Risk Tolerance
Low, Low medium, Medium, Medium high, High
Time Horizon
01 to 50 years
Investment Name
Absa Tax-Free ETF Savings Account
Risk Tolerance
Medium, Medium high
Time Horizon
05 to 50 years
Investment Name
African Bank Tax Free Investment
Risk Tolerance
Low, Low medium
Time Horizon
01 to 01 years
Investment Name
Afrifocus Tax-Free Savings Account
Risk Tolerance
Low, Low medium, Medium, Medium high, High
Time Horizon
03 to 50 years
Investment Name
Alexander Forbes Investments Aggressive Passive Unit Trust – Class T
Risk Tolerance
Medium high
Time Horizon
03 to 50 years
Investment Name
Alexander Forbes Investments Conservative Passive Unit Trust – Class T
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Alexander Forbes Investments Institutional Equity Unit Trust – Class T
Risk Tolerance
High
Time Horizon
05 to 50 years
Investment Name
Alexander Forbes Investments Property Equity Unit Trust – Class T
Risk Tolerance
High
Time Horizon
05 to 50 years
Investment Name
Alexander Forbes Investments Real Return Focus Unit Trust – Class T
Risk Tolerance
Low
Time Horizon
03 to 50 years
Investment Name
Alexander Forbes Investments Superior Yield Unit Trust – Class T
Risk Tolerance
Low medium
Time Horizon
01 to 03 years
Investment Name
Allan Gray Money Market Fund
Risk Tolerance
Low, Low medium
Time Horizon
01 to 03 years
Investment Name
Allan Gray Tax-Free Balanced Fund
Risk Tolerance
Medium, Medium high
Time Horizon
03 to 50 years
Investment Name
AMI Real Estate Ex-SA (Cloud Atlas Investing)
Risk Tolerance
Medium
Time Horizon
03 to 05 years
Investment Name
Assupol One Tax-free Savings Policy
Risk Tolerance
Low, Low medium, Medium
Time Horizon
05 to 50 years
Investment Name
Bridge Diversified Preference Share Fund
Risk Tolerance
Low
Time Horizon
04 to 50 years
Investment Name
Bridge Global Managed Growth Feeder Fund A
Risk Tolerance
Medium high
Time Horizon
03 to 50 years
Investment Name
Bridge Global Property Income Feeder Fund
Risk Tolerance
High
Time Horizon
03 to 50 years
Investment Name
Capilis Tax-Free Investment Accounts
Risk Tolerance
Medium high, High
Time Horizon
10 to 50 years
Investment Name
CoreShares S&P Global Dividends Aristocrat
Risk Tolerance
Medium high
Time Horizon
05 to 10 years
Investment Name
CoreShares S&P SA Dividends Aristocrat
Risk Tolerance
Medium high
Time Horizon
05 to 10 years
Investment Name
CoreShares Scientific Beta Multi Factor
Risk Tolerance
High
Time Horizon
05 to 50 years
Investment Name
Coronation Global Capital Plus [ZAR] Feeder
Risk Tolerance
Medium
Time Horizon
03 to 50 years
Investment Name
Coronation Global Managed [ZAR] Feeder
Risk Tolerance
Medium high
Time Horizon
06 to 50 years
Investment Name
Coronation Global Strategic USD Income [ZAR] Feeder
Risk Tolerance
Low
Time Horizon
01 to 03 years
Investment Name
Discovery Diversified Income Fund
Risk Tolerance
Low medium
Time Horizon
01 to 03 years
Investment Name
Discovery Global Balanced Fund of Funds
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Discovery Target Retirement 2020 Fund
Risk Tolerance
Medium
Time Horizon
01 to 20 years
Investment Name
Discovery Target Retirement 2045 Fund
Risk Tolerance
Medium high
Time Horizon
01 to 20 years
Investment Name
EasyEquities Tax Free Savings Account
Risk Tolerance
Medium high, High
Time Horizon
05 to 50 years
Investment Name
ETF Tax Free Balanced Portfolio
Risk Tolerance
Low medium, Medium
Time Horizon
03 to 05 years
Investment Name
ETF Tax Free Investment Account – Equity Account
Risk Tolerance
Medium, Medium high
Time Horizon
03 to 50 years
Investment Name
ETF Tax Free Investment Account – Income Portfolio
Risk Tolerance
Low, Low medium
Time Horizon
01 to 10 years
Investment Name
ETF Tax Free Investment Account – International Portfolio
Risk Tolerance
High
Time Horizon
05 to 50 years
Investment Name
FNB Horizon Series Tax Free Savings Account
Risk Tolerance
Low, Low medium, Medium, Medium high, High
Time Horizon
01 to 50 years
Investment Name
FNB Tax-Free Shares Account
Risk Tolerance
Medium, Medium high, High
Time Horizon
05 to 50 years
Investment Name
Foord Flexible Fund of Funds
Risk Tolerance
Medium, Medium high
Time Horizon
04 to 50 years
Investment Name
Foord International Feeder Fund
Risk Tolerance
Medium high, High
Time Horizon
04 to 50 years
Investment Name
Glacier Tax-Free Investment Plan
Risk Tolerance
Low, Low medium, Medium, Medium high, High
Time Horizon
03 to 50 years
Investment Name
Grindrod Global Equity Income Growth Feeder Fund
Risk Tolerance
High
Time Horizon
03 to 50 years
Investment Name
Investec Global Opportunity Income FoF
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Investec Worldwide Equity Feeder Fund
Risk Tolerance
Medium high
Time Horizon
03 to 50 years
Investment Name
Mercantile Bank Tax Exempt Savings Account
Risk Tolerance
Low, Low medium
Time Horizon
01 to 50 years
Investment Name
MitonOptimal IP Active Beta Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
MitonOptimal IP Defended Beta Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
MitonOptimal IP Foreign Flexible Feeder Fund
Risk Tolerance
Medium high
Time Horizon
05 to 05 years
Investment Name
MitonOptimal IP High Conviction Equity Fund
Risk Tolerance
High
Time Horizon
05 to 07 years
Investment Name
Momentum Enhanced Yield Fund
Risk Tolerance
Low, Low medium
Time Horizon
01 to 03 years
Investment Name
Nedgroup Investments Core Bond Fund
Risk Tolerance
Low medium
Time Horizon
02 to 05 years
Investment Name
Nedgroup Investments Core Diversified Fund
Risk Tolerance
Medium
Time Horizon
03 to 50 years
Investment Name
Nedgroup Investments Core Guarded Fund
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Nedgroup Investments Flexible Income Fund
Risk Tolerance
Low medium
Time Horizon
01 to 05 years
Investment Name
Nedgroup Investments Global Equity Feeder Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Nedgroup Investments Global Flexible Feeder Fund
Risk Tolerance
Medium
Time Horizon
03 to 50 years
Investment Name
Nedgroup Investments Opportunity Fund
Risk Tolerance
Medium
Time Horizon
03 to 50 years
Investment Name
Nedgroup Investments Property Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Nedgroup Investments Rainmaker Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
NewFunds Palladium ETF
Risk Tolerance
Medium, Medium high, High
Time Horizon
03 to 50 years
Investment Name
Oasis Balanced Crescent Stable Fund of Funds
Risk Tolerance
Low, Low medium, Medium
Time Horizon
03 to 50 years
Investment Name
Oasis Crescent Balanced High Equity Fund of Funds
Risk Tolerance
Low medium, Medium
Time Horizon
03 to 50 years
Investment Name
Oasis Crescent Balanced Progressive Fund of Funds
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Old Mutual Enhanced Income Fund
Risk Tolerance
Low, Low medium
Time Horizon
03 to 50 years
Investment Name
Old Mutual FTSE RAFI® All World 3000 Index Feeder Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Old Mutual High Yield Opportunity Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Old Mutual Maximum Return Fund of Funds
Risk Tolerance
Medium high, High
Time Horizon
10 to 50 years
Investment Name
Old Mutual Multi-Managers Aggressive Balanced Fund of Funds
Risk Tolerance
Medium high
Time Horizon
03 to 50 years
Investment Name
Old Mutual Multi-Managers Balanced Fund of Funds
Risk Tolerance
Medium
Time Horizon
03 to 50 years
Investment Name
Old Mutual Multi-Managers Cautious Fund of Funds
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Old Mutual Multi-Managers Enhanced Income Fund of Funds
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Old Mutual Multi-Managers Equity Fund of Funds
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Old Mutual Multi-Managers Money Market Fund
Risk Tolerance
Low
Time Horizon
01 to 03 years
Investment Name
Old Mutual Nucleus Balanced Index Life Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Old Mutual Nucleus Conservative Index Life Fund
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Old Mutual Nucleus Local Bond Index Life Fund
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Old Mutual Nucleus Local Equity Index Life Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Old Mutual Nucleus Moderate Index Life Fund
Risk Tolerance
Medium
Time Horizon
05 to 50 years
Investment Name
Old Mutual SA Quoted Property Fund
Risk Tolerance
Medium, Medium high
Time Horizon
05 to 50 years
Investment Name
OUTvest Tax-Free plan
Risk Tolerance
Low, Low medium, Medium, Medium high, High
Time Horizon
01 to 50 years
Investment Name
Personal Trust Managed Fund (Tax-Free)
Risk Tolerance
Medium, Medium high, High
Time Horizon
05 to 50 years
Investment Name
PPS Balanced Index Tracker Fund
Risk Tolerance
Medium high, High
Time Horizon
07 to 50 years
Investment Name
PPS Managed Flexible Fund of Funds
Risk Tolerance
Medium high
Time Horizon
07 to 50 years
Investment Name
Prescient Positive Return QuantPlus
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Prudential Dividend Maximiser Fund (Tax-Free)
Risk Tolerance
Medium high, High
Time Horizon
07 to 50 years
Investment Name
Prudential Enhanced SA Property Tracker Fund (Tax-Free)
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Prudential Inflation Plus Fund (Tax-Free)
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
PSG Diversified Income Fund
Risk Tolerance
Low, Low medium, Medium
Time Horizon
01 to 10 years
Investment Name
Resolute Wealth Tax Free Savings Portfolio
Risk Tolerance
High
Time Horizon
05 to 50 years
Investment Name
RMB Tax-Free Shares Account
Risk Tolerance
Medium high, High
Time Horizon
03 to 50 years
Investment Name
SA Stock Brokers Capital Tax-free Savings and Investment Account
Risk Tolerance
Medium, Medium high, High
Time Horizon
03 to 50 years
Investment Name
Sanlam Global Balanced Fund of Funds
Risk Tolerance
Medium high, High
Time Horizon
03 to 50 years
Investment Name
Sanlam Global Equity Income Feeder Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Sanlam Investment Management Active Income Fund
Risk Tolerance
Low medium
Time Horizon
03 to 50 years
Investment Name
Sanlam Investment Management Balanced Fund
Risk Tolerance
Medium
Time Horizon
03 to 50 years
Investment Name
Sanlam Tax Free Investment Core Plan
Risk Tolerance
Medium, Medium high
Time Horizon
03 to 50 years
Investment Name
Sanlam Tax-Free Investment Comprehensive Plan
Risk Tolerance
Low, Low medium, Medium, Medium high, High
Time Horizon
01 to 01 years
Investment Name
Satrix MSCI Emerging Markets Feeder ETF
Risk Tolerance
High
Time Horizon
50 to 50 years
Investment Name
Satrix MSCI World Equity Index Feeder Fund
Risk Tolerance
High
Time Horizon
05 to 50 years
Investment Name
Standard OST Tax-Free Investment Account
Risk Tolerance
Medium, Medium high, High
Time Horizon
05 to 50 years
Investment Name
STANLIB Aggressive Income Fund – Class A
Risk Tolerance
Medium
Time Horizon
02 to 50 years
Investment Name
STANLIB European Equity Feeder Fund-Class B
Risk Tolerance
High
Time Horizon
05 to 50 years
Investment Name
STANLIB Global Balanced Cautious Feeder Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
STANLIB Global Balanced Feeder Fund
Risk Tolerance
Medium high
Time Horizon
03 to 50 years
Investment Name
STANLIB Multi- Manager Flexible Property Fund
Risk Tolerance
Medium high
Time Horizon
03 to 50 years
Investment Name
STANLIB Multi-Manager Enhanced Yield Fund-Class B1
Risk Tolerance
Low
Time Horizon
01 to 03 years
Investment Name
STANLIB Multi-Manager Property Fund
Risk Tolerance
Medium high, High
Time Horizon
05 to 50 years
Investment Name
STANLIB Multi-Manager Shari’ah Balanced Fund of Funds
Risk Tolerance
Medium
Time Horizon
03 to 50 years
Investment Name
STANLIB S&P500 Info Tech Index Feeder ETF
Risk Tolerance
High
Time Horizon
05 to 10 years
Investment Name
STANLIB US Dollar Currency Fund of Funds
Risk Tolerance
High
Time Horizon
05 to 50 years
Investment Name
Sygnia Itrix Industrial Revolution Global ETF
Risk Tolerance
High
Time Horizon
05 to 10 years
Investment Name
Sygnia Skeleton Balanced 70 Fund
Risk Tolerance
Medium high
Time Horizon
05 to 50 years
Investment Name
Sygnia Skeleton International Equity Fund of Funds
Risk Tolerance
High
Time Horizon
03 to 50 years
Investment Name
Sygnia Skeleton Worldwide Flexible
Risk Tolerance
Medium, Medium high, High
Time Horizon
03 to 50 years
Investment Name
Thebe Stockbroking Kick Start Plan
Risk Tolerance
Medium, Medium high, High
Time Horizon
03 to 50 years
Investment Name
Warwick BCI Enhanced Income Fund (A)
Risk Tolerance
Low medium
Time Horizon
01 to 10 years
X
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.
X
27Four Shari’ah Balanced Prescient Fund of Funds (A1)
Provider: Allan Gray
Risk Level: Medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The portfolio is designed to deliver investment returns in excess of consumer price inflation over the medium-term. Some level of volatility and capital movements is to be expected over the short-term.
These portfolios generally hold more equity exposure than low risk portfolios but less than high risk portfolios. In turn the expected volatility is higher than the low risk portfolios but less than high risk portfolios.
Benchmark Used: South African- Multi Asset- High Equity Category
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 4.09% | 1.98% |
| 3 Years | 3.70% | 4.22% |
| 5 Years | 5.02% | 5.28% |
Minimum lump sum investment: R5 000
Annual Cost: 1.60%
X
28E Capital Tax-Free Trading Account
Provider: 28E Capital Capital
Risk Level: High
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Stock Broker Account
Fund Description:
The 28E Capital Tax-Free Trading account allows individuals to invest in a select range of Satrix ETF products available on the JSE.
Benchmark Used: The benchmark used will depend on the ETFs invested in.
Minimum lump sum investment: R1 000
Minimum monthly debit order: R0
Annual Cost: R100 brokerage per trade
X
Absa Absolute Fund C1
Provider: Absa Stockbrokers
Risk Level: Low medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The portfolio objective is to provide a consistent positive return above inflation over the medium term, whilst aiming to protect capital over the longer term, with moderate risk to investors.
The fund will use a diversified asset allocation strategy by investing across all classes of assets to lower the overall risk profile of the fund and will predominantly invest its assets in South African investments and financial markets at all times.
Securities to be included in the fund will be non-equity securities, assets in liquid form and equity securities acquired on exchanges. The fund is managed according to the guidelines as set out in regulation 28 of the pension funds act and is suitable for retirement funds investments.
Benchmark Used: CPI + 4% P.A. Over a rolling 36 month period
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 6.10% | 8.00% |
| 3 Years | 4.60% | 8.98% |
| 5 Years | 6.80% | 9.12% |
Minimum lump sum investment: R2 000
Annual Cost: 0.98%
X
Absa Balanced Fund Class C1
Provider: Absa Stockbrokers
Risk Level: Medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The fund aims to offer investors a consistent return of 5% above inflation as measured by the SA Consumer Price Index over rolling 60 month periods.
The fund will use an active asset allocation strategy by investing in selected JSE listed shares, quoted property trusts, bonds, money market and international assets. The equity content may range from 40% to 65%.
The fund is managed according to the guidelines as set out in Regulation 28 of the Pension Fund Act and is suitable for retirement funds investments.
Benchmark Used: CPI+5% p.a. over a rolling 60 month period
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 4.49% | 9.00% |
| 3 Years | 4.98% | 9.98% |
| 5 Years | 6.00% | 10.12 % |
Minimum lump sum investment: R2 000
Annual Cost: 0.98%
X
Absa Income Enhancer Fund
Provider: Absa Stockbrokers
Risk Level: Low
Investment Type: Unit Trust
Fund Description:
The fund aims to provide investors with a reasonable level of current income and maximum stability for capital invested. It is a specialised fixed-income fund, ideal for short-term investments and aims to provide a reasonable level of current income and capital stability. It outperforms cash over time and hedges against interest rate volatility.
The Absa Income Enhancer provides a higher level of income than a traditional money market fund and is suitable for risk-averse investors who require a regular stream of income from their capital base.
Benchmark Used: STeFI Composite
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 7.90% | 7.97% |
| 3 Years | 8.64% | 9.31% |
| 5 Years | 7.46% | 8.10% |
| 10 Years | 6.67% | 7.65* |
Minimum lump sum investment: R2000
Annual Cost: 0.68%
X
Absa Inflation Beater Fund Class C1
Provider: Absa Stockbrokers
Risk Level: Low medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
Absa Inflation Beater fund is a specialist portfolio that will predominantly invest its assets in South African investment markets and seeks to provide above average income and capital growth.
The fund uses an active asset allocation strategy by investing in shares, income-bearing instruments and fixed-interest instruments, with major exposure to inflation-linked bonds. The majority of the fund is invested in South African fixed-income assets, including bonds, gilts and corporate bonds with either short, intermediate or long terms to maturity, non-equity securities and securities acquired on exchanges. Shares are limited to a maximum of 20% of the portfolio.
Benchmark Used: CPI + 3%
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 9.42% | 7.00% |
| 3 Years | 8.56% | 7.98% |
| 5 Years | 7.86% | 8.12% |
Minimum lump sum investment: R1000
Annual Cost: 0.99%
X
Absa Large Cap Fund
Provider: Absa Stockbrokers
Risk Level: High
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The fund aims to offer investors long-term capital growth. The fund invests in large capitalisation shares from the FTSE⁄JSE Africa top 40 index. The majority of the equity securities will be large capitalisation shares from the FTSE⁄JSE Africa top 40 index.
The fund objective will be achieved by committing to the abiding principles of value investing. The fund will predominantly invest in securities of an equity nature. Our equity investment process is primarily bottom-up stock-picking and valuation focused. The portfolios are managed in line with our pragmatic value investment approach, with the objective of providing real returns to clients.
Benchmark Used: FTSE/JSE Top 40 Index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 13.58% | 23.07% |
| 3 Years | 8.47% | 9.20% |
| 5 Years | 12.25% | 11.78% |
Minimum lump sum investment: R10 000
Annual Cost: 1.16%
X
Absa Managed Fund Class C1
Provider: Absa Stockbrokers
Risk Level: Medium high
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The main objective of the Absa Managed fund is to manage the asset allocation strategy so as to maximise capital growth and income over the long term.
The fund will use an active asset allocation strategy by investing in selected JSE listed shares, quoted property, bonds, money market and international assets. The portfolio will have a general bias towards equity. The fund is managed according to the guidelines as set out in Regulation 28 of the pension funds act and is suitable for retirement funds investments.
Benchmark Used: CPI + 6% p.a. over a rolling 5 year period
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 2.84% | 10.24% |
| 3 Years | 4.73% | 11.27% |
| 5 Years | 5.71% | 11.45% |
Minimum lump sum investment: R2000
Annual Cost: 1.10%
X
Absa Money Market Fund
Provider: Absa Stockbrokers
Risk Level: Low
Investment Type: Unit Trust
Fund Description:
The primary performance objective of the portfolio is to obtain as high level of current income as is consistent with capital preservations and liquidity.
The fund aims to achieve this by investing in graded short-term money market instruments. The fund invests principally in cash, deposits and money-market instruments. The fund has a maximum weighted duration of 90 days.
Benchmark Used: STeFI Composite Index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 7.33% | 7.26% |
| 3 Years | 7.54% | 7.43% |
| 5 Years | 6.93% | 6.97% |
| 10 Years | 6.50% | 6.63% |
Minimum lump sum investment: R 100 000
Annual Cost: 0.58%
X
Absa Multi Managed Wealth Accumulation FoF Class C
Provider: Absa Stockbrokers
Risk Level: Medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The fund’s objective is to provide the investor with a total positive return over the medium to longer term and not to have a negative return over a rolling twenty four month period, at a medium level of risk to investors, whilst at all times remaining within the guidelines of prudential funds.
The fund actively allocates between asset classes to achieve its objective. Securities included in the fund consist solely of participatory interests of collective investment schemes and assets in liquid form. The fund is managed according to the guidelines as set out in Regulation 28 of the pension funds Act and is suitable for pension fund
Benchmark Used: CPI + 5% over a rolling 36-month period
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 4.16% | 9.20% |
| 3 Years | 5.80% | 10.22% |
| 5 Years | 6.38% | 10.40% |
Minimum lump sum investment: R10 000
Annual Cost: 1.14%
X
Absa Multi Managed Wealth Creation FoF Class C
Provider: Absa Stockbrokers
Risk Level: Medium high
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The fund’s objective is to provide the investor with a total positive return over the medium to longer term and not to have a negative return over a rolling twenty four month period, at a medium to high level of risk to investors, whilst at all times remaining within the guidelines of prudential funds.
The fund actively allocates between asset classes to achieve its objective. Securities included in the fund consist solely of participatory interests of collective investment schemes and assets in liquid form. The fund is managed according to the guidelines as set out in Regulation 28 of the pension funds Act and is suitable for pension fund.
Benchmark Used: CPI + 6% over a rolling 60-month period
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 8.85% | 12.12% |
| 3 Years | 11.59% | 11.77% |
| 5 Years | 11.36% | 11.71% |
Minimum lump sum investment: R10 000
Annual Cost: 1.48%
X
Absa Multi Managed Wealth Preservation FoF Class C
Provider: Absa Stockbrokers
Risk Level: Low medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The fund’s aim is to provide the investor with a positive return over the medium to longer term and not to have a negative return over a rolling twelve month period, at a medium level of risk to investors, whilst at all times remaining within the guidelines of prudential funds.
It offers diversification in terms of asset classes, geographic areas, currencies and investment strategies, seeks to achieve real target returns over specific time periods and combines the collective expertise of selected asset managers with proven track records.
The Absa Multi Managed Wealth Preservation fund of funds can be applied based on considerations relating to time, risk and⁄or target returns. It is suitable as a holistic or core long-term portfolio solution with a strong focus on capital protection, which reduces investment risk in volatile markets.
The fund is an actively managed fund for investors seeking exposure to SA and international markets.
Benchmark Used: CPI + 4% over a rolling 36-month period
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 9.61% | 8.16% |
| 3 Years | 6.30% | 9.17% |
| 5 Years | 6.70% | 9.35% |
Minimum lump sum investment: R2000
Annual Cost: 1.00%
X
Absa Multi Managed Wealth Protection FoF Class C
Provider: Absa Stockbrokers
Risk Level: Low medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The fund’s aim is to provide the investor with a positive return over the medium to longer term and not to have a negative return over a rolling twelve month period, at a medium to high level of risk to investors, whilst at all times remaining within the guidelines of prudential funds.
It offers diversification in terms of asset classes, geographic areas, currencies and investment strategies, seeks to achieve real target returns over specific time periods and combines the collective expertise of selected asset managers with proven track records.
The Absa Multi Managed Wealth Protection Fund of Funds can be applied based on considerations relating to time, risk and⁄or target returns. It is suitable as a holistic or core long-term portfolio solution with a strong focus on capital protection, which reduces investment risk in volatile markets.
The fund is an actively managed fund for investors seeking exposure to SA and international markets.
Benchmark Used: CPI + 3% over a rolling 36-month period
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 10.43% | 9.28% |
| 3 Years | 7.74% | 8.46% |
| 5 Years | 8.83% | 8.65% |
Minimum lump sum investment: R10 000
Annual Cost: 1.34%
X
Absa Opportunity Income FoF Class C
Provider: Absa Stockbrokers
Risk Level: Low medium
Investment Type: Unit Trust
Fund Description:
The investment objective of the Absa Opportunity Income fund of funds will be to maximise overall return in income, while at the same time protecting capital.
The securities included in the fund will, apart from assets in liquid form, consist solely of participatory interests of collective investment schemes operated in territories with a regulatory environment. It invests in money market, fixed-interest, listed property and preference shares collective investments schemes.
The fund seeks to provide real returns with the need for protecting capital. It is actively managed with a flexible fixed-interest mandate and serves as an alternative to money market and income funds. It further offers the ability to invest offshore and additional opportunities for yield enhancements.
Benchmark Used: ALBI one-three-year index over a rolling 24 month period
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 8.65% | 8.09% |
| 3 Years | 7.36% | 6.96% |
Minimum lump sum investment: R10 000
Annual Cost: 1.66%
X
Absa Property Equity Fund Class C1
Provider: Absa Stockbrokers
Risk Level: Medium high
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The fund aims to provide investors with income and growth over the medium to longer term at medium to high risk, predominantly obtained in the South African listed property market.
The majority of its assets will be invested in South African investment markets at all times and will predominantly be invested in securities of a property equity nature traded on South African exchanges, participatory interests that derive income and growth of a property nature, as well as non-equity securities.
The Absa Property fund is a specialist fund, ideal for medium to long-term investments. It offers diversification from general equity shares and aims to provide capital growth over the medium to long term. The fund is of a higher risk than the traditional fixed-interest or income fund and is suitable for investors who seek exposure to the JSE-listed property sector.
Benchmark Used: FTSE/JSE property index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 0.39% | -5.20% |
| 3 Years | 0.00% | -0.41% |
| 5 Years | 13.28% | 6.93% |
Minimum lump sum investment: R2000
Annual Cost: 1.15%
X
Absa Prudential Fund of Funds
Provider: Absa Stockbrokers
Risk Level: Medium high
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
|
Benchmark Used: 45% JSE all share index, 22.5% all bond index, 7.5% STeFI (money market index), 15% MSCI world index and 10% Citi world government bond index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 2.21% | 6.39% |
| 3 Years | 4.52% | 7.98% |
| 5 Years | 5.09% | 8.58% |
Minimum lump sum investment: R2000
Annual Cost: 1.68%
X
ABSA Select Equity Fund Class C1
Provider: Absa Stockbrokers
Risk Level: High
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
|
Benchmark Used: JSE all share index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -2.87% | -0.90% |
| 3 Years | 4.95% | 7.35% |
| 5 Years | 4.36% | 6.56% |
Minimum lump sum investment: R2000
Annual Cost: 1.15%
X
Absa Smart Alpha Equity Fund
Provider: Absa Stockbrokers
Risk Level: High
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
|
Benchmark Used: JSE shareholder weighted index (Swix)
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -5.79% | -5.77% |
Minimum lump sum investment: R2000
Annual Cost: 1.03%
X
Absa Smart Alpha Income Fund
Provider: Absa Stockbrokers
Risk Level: Low medium
Investment Type: Unit Trust
Fund Description:
|
Benchmark Used: STeFI Composite Index (the Alexander Forbes short-term fixed income index plus 2% per annum)
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 7.76% | 7.45% |
Minimum lump sum investment: R10 000
Annual Cost: 0.65%
X
Absa Smart Alpha Property Fund
Provider: Absa Stockbrokers
Risk Level: Medium high
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
|
Benchmark Used: JSE listed property index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| Since inception | -10.40% | 2.21% |
| 1 Year | -4.28% | -5.20% |
Minimum lump sum investment: R2000
Annual Cost: 1.08%
X
Absa Tax Free Investment Account
Provider: Absa Stockbrokers
Ideal Time Horizon: 01, 02, 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Diverse Investment Options
Fund Description:
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.
Benchmark Used: Depends on chosen funds
Minimum lump sum investment: R5 000
Minimum monthly debit order: R0
Annual Cost: Depends on chosen funds
X
Absa Tax Free Savings Account
Provider: Absa
Risk Level: Low
Investment Type: Cash deposit
Fund Description:
With Absa’s Tax-Free Savings Account you get a tiered interest rate that increases as savings grow, immediate access to your money and can add to your savings whenever it suits you – subject to the current tax-free limits. You can also link your Tax-free Savings account to your other Absa accounts.
Period Return Applies To: One year, but fixed to prime rate
Return Percentage: R 0.01 - R14 999.99 3.50% ; R 15 000.00 - R 29 999.99 5.50%; R 30 000.00 - R 49 999.99 6.00%; R 50 000.00 - R 74 999.99 6.05%
Minimum lump sum investment: R1 000
Annual Cost: 0
X
Absa Tax-Free ETF Savings Account
Provider: Absa Stockbrokers
Risk Level: Medium, Medium high
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Stock Broker Account
Fund Description:
Absa Stockbrokers’ TFSA offers investors the full range of listed exchange traded funds at low cost, with no membership/admin fees.
Some benefits of this account include:
- Reduced brokerage of 0.2% with no minimum AND no monthly fee
- No Securities Transfer Tax (STT) on purchases
- No Capital Gains Tax (CGT) when you sell these products
- No Dividend Withholding Tax (DWT) on dividends earned
- No tax on interest earned
Minimum lump sum investment: Zero
Annual Cost: Zero fees; brokerage at 0.2%
X
Absa Wealth Preserver Plus Fund
Provider: Absa Stockbrokers
Risk Level: Medium
Ideal Time Horizon: 02, 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
|
Benchmark Used: CPI+3% over rolling two-year periods
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 6.29% | 7.12% |
Minimum lump sum investment: R2 000
Annual Cost: 1.24%
X
African Bank Tax Free Investment
Provider: African Bank
Risk Level: Low, Low medium
Ideal Time Horizon: 01
Investment Type: Fixed Deposit
Fund Description:
An African Bank Tax-free Investment, provides you with an opportunity to save money and enjoy returns without incurring tax costs on the interest earned.
The investment is fixed for a period of 12 months. Funds can, however, be accessed within 48 hours where circumstances require urgent access. Early withdrawal of up to 10% of the value of the initial investment is possible.
As per the applicable legislation, the annual limit is R30,000 per customer.
Period Return Applies To: 1 year
Return Percentage: 8.67%
Minimum lump sum investment: R500
Minimum monthly debit order: R0
Annual Cost: R0
X
Afrifocus Tax-Free Savings Account
Provider: Afrifocus
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Stock Broker Account
Fund Description:
The Tax-Free Savings Account (TFSA) allows you to invest your money and never worry about paying tax on it. Investors can contribute a maximum of R33 000 per annum and never have to pay taxes on interest earned, dividends received or capital gains taxes. The investment can be made either into cash (via the JSE Trustees Account) or into one or more of the approved exchange-traded funds.
Minimum lump sum investment: Up to R33 000
Annual Cost: An annual management fee of 0.5% per annum on the assets managed is charged quarterly.
X
Alexander Forbes Investments Aggressive Passive Unit Trust – Class T
Provider: Alexander Forbes
Risk Level: Medium high
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The objective of the portfolio is to generate capital growth over the long term, through investing in a combination of asset classes. The portfolio is benchmarked against CPI + 5% calculated over a rolling three-year period.
Benchmark Used: Headline CPI + 5%
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 4.73% | 9.05%% |
| 3 Years | 6.14% | 10.11% |
Minimum lump sum investment: R250
Annual Cost: 0.51%
X
Alexander Forbes Investments Conservative Passive Unit Trust – Class T
Provider: Alexander Forbes
Risk Level: Low medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The objective of the portfolio is to generate moderate capital growth over the medium term, through investing in a combination of asset classes. The portfolio is benchmarked against CPI + 3% calculated over a rolling three-year period.
Benchmark Used: Headline CPI + 3%
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 4.93% | 7.03% |
| 3 Years | 6.02% | 7.98% |
Minimum lump sum investment: R250
Annual Cost: 0.48%
X
Alexander Forbes Investments Institutional Equity Unit Trust – Class T
Provider: Alexander Forbes
Risk Level: High
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The portfolio aims to achieve long-term, inflation-beating returns through exposure to equities. It is a specialist equity portfolio that reflects Alexander Forbes Investments’ best view for a moderate risk equity portfolio, by combining managers with differing investment styles, in order to create a focused, but suitable combination of securities for longer-term diversification.
Benchmark Used: FTSE/JSE capped shareholder weighted all share index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -8.73% | -6.19% |
| 3 Years | 3.18% | 5.71% |
Minimum lump sum investment: R250
Minimum monthly debit order: R250
Annual Cost: 1.04%
X
Alexander Forbes Investments Property Equity Unit Trust – Class T
Provider: Alexander Forbes
Risk Level: High
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The portfolio aims to achieve both capital growth and income with a focus on income yield relative to income growth. It targets a near full exposure to listed property shares, but at times may hold assets in liquid form, other non-equity securities, as well as listed and unlisted financial instruments, in accordance with the South African Real Estate General Portfolios fund classification category.
Benchmark Used: FTSE/JSE SA Listed Property Index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -3.32% | 5.20% |
Minimum lump sum investment: R250
Annual Cost: 1.22%
X
Alexander Forbes Investments Real Return Focus Unit Trust – Class T
Provider: Alexander Forbes
Risk Level: Low
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
This portfolio aims to achieve above inflation returns of 4% ahead of headline CPI after tax, on a three-year rolling basis, at a low risk, under any market conditions. It is benchmarked against Headline CPI + 4% calculated over a rolling three-year period.
Benchmark Used: Headline CPI + 4%
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 1.41% | 8.04% |
| 3 Years | 6.01% | 8.98% |
Minimum lump sum investment: R250
Minimum monthly debit order: R250
Annual Cost: 1.26%
X
Alexander Forbes Investments Superior Yield Unit Trust – Class T
Provider: Alexander Forbes
Risk Level: Low medium
Investment Type: Unit Trust
Fund Description:
This is an income portfolio. The investment objective of the portfolio is to provide a superior return in excess of money-market portfolios while maintaining a high degree of liquidity and capital preservation.
Benchmark Used: Short-term Fixed Interest Call Deposit Index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 8.23% | 6.57% |
| 3 Years | 8.58% | 6.78% |
Minimum lump sum investment: R250
Minimum monthly debit order: R250
Annual Cost: 0.42%
X
Allan Gray Money Market Fund
Provider: Allan Gray
Risk Level: Low, Low medium
Investment Type: Unit Trust
Fund Description:
The Allan Gray Money Market Fund invests in South African money market instruments with a term shorter than 13 months. These instruments can be issued by government, parastatals, corporates and banks. The fund is managed to comply with regulations governing retirement funds.
While capital losses are unlikely, they can occur if, for example, one of the issuers of an instrument held by the fund defaults. In this event losses will be borne by the Fund and its investors.
Benchmark Used: Alexander Forbes Short Term Fixed Interest (STeFI) Composite Index.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 7.8% | 7.2% |
| 3 Years | 7.9% | 7.4% |
| 5 Years | 7.3% | 7.0% |
Minimum lump sum investment: R20 000
Annual Cost: 0.29%
X
Allan Gray Tax-Free Balanced Fund
Provider: Allan Gray
Risk Level: Medium, Medium high
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The Allan Gray Tax-Free Balanced Fund is a fixed-fee version of the flagship Allan Gray Balanced Fund.
The goal of the Tax-Free Balanced Fund is to create steady, long-term wealth for investors by balancing income generation, capital growth and risk of loss using a mixed selection of assets. We aim to beat the average performance of similar unit trusts without taking any more risk.
The Tax-Free Balanced Fund is suitable for you if:
- You are investing in the Allan Gray Tax-Free Investment Account
- You are looking for steady, long-term capital growth
- You are ideally investing for at least three years
- You are comfortable with taking on some risk of market fluctuation and potential capital loss
Benchmark Used: SA – multi asset – high equity
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 6.4% | 9.4% |
| 3 Years | 4.5% | 5.1% |
Minimum lump sum investment: R20 000
Annual Cost: 1.56% Annual management fee
X
AMI Big 50 Ex-SA ETF
Provider: Cloud Atlas Investing
Risk Level: Medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: ETF
Fund Description:
Tracks the Cloud Atlas AMI Big50 Ex-SA index which consists of Africa’s blue chip companies
Benchmark Used: Cloud Atlas AMI Big50 Ex-SA index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -4.96% | -2.31% |
Annual Cost: 0.90%
X
AMI Real Estate Ex-SA (Cloud Atlas Investing)
Provider: Cloud Atlas Investing
Risk Level: Medium
Investment Type: ETF
Fund Description:
Tracks the Cloud Atlas AMI Real Estate ex-SA index.
Benchmark Used: AMI real estate Ex-SA index holidings
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -16.27% | -3.10% |
Annual Cost: 0.70% *Targeted TER after 3 years
X
Ashburton Balanced Fund
Provider: Ashburton
Risk Level: Medium
Ideal Time Horizon: 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The primary objective of the Ashburton Balanced Fund is to generate long-term, inflation-beating returns over a three year period. The fund aims to meet its objectives through investing across a wide range of domestic and international asset classes which include equity, bond, property and money market.
The fund can have a maximum equity exposure of 75% and is limited to a maximum offshore exposure of 25%. The portfolio will be actively managed with exposure to various asset classes being varied to reflect changing economic and market circumstances, in order to maximise returns for investors.
Benchmark Used: Market value weighted, average return of the Multi Asset – High Equity Category excluding the Ashburton Balanced Fund
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 1.73% | 1.44% |
| 3 Years | 4.39% | 4.93% |
| 5 Years | 6.03% | 6.32% |
Minimum lump sum investment: R5000
Minimum monthly debit order: R500
Annual Cost: 1.35%
X
Ashburton Global 1200 ETF
Provider: Ashburton
Risk Level: High
Investment Type: ETF
Fund Description:
Provides investors with efficient exposure to the global equity market by tracking the S&P Global 1200. It is constructed as a composite of seven headline indices: the S&P500 (US), S&P Europe 350, S&P TOPIX 150 (Japan), S&P/TSX 60 (Canada), S&P/ASX All Australian 50, S&P Asia 50 and S&P Latin America 40+D47.
Benchmark Used: S&P Global 1200
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 8.33% | N/A |
Annual Cost: 0.60%
X
Ashburton Global Flexible Fund
Provider: Ashburton
Risk Level: High
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The fund offers investors long-term capital growth through a balanced mandate of global asset allocation, with access to emerging market growth opportunities.
To achieve this, the fund invests across a broad range of asset classes including international equities, bonds, cash and property markets. Investments are made both directly into these markets, and indirectly through participatory interests in other collective investment schemes.
Benchmark Used: 60% MSCI AC Index, 40% Citigroup World Government Bond Index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 7.50% | 10.17% |
| 3 Years | 5.84% | 9.95% |
| 5 Years | 9.96% | 12.73% |
Minimum lump sum investment: R5000
Minimum monthly debit order: R500
Annual Cost: 1.87%
X
Ashburton Inflation ETF
Provider: Ashburton
Risk Level: Low, Low medium
Ideal Time Horizon: 01, 02, 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: ETF
Fund Description:
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 by National Treasury and is listed on the JSE.
The Ashburton Inflation ETF to tracks the performance of the Government Inflation-Linked Bond Index (GILBx). GILBx is a weighted basket of South African government inflation-linked bonds. The ETF tracks the component bonds of the index in proportion to the index weightings. Inflation returns interest to investors quarterly. The initial amount invested in the ETF will increase in line with inflation, while paying real distributions to investors.
Benchmark Used: Government Inflation Linked Bond Index (GILBx)
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 2.01% | N/A |
| 3 Years | 0.87 % | N/A |
| 5 Years | 2.74 % | N/A |
| 7 Years | 3.95% | N/A |
| 10 Years | 6.30% | N/A |
Minimum lump sum investment: R5 000
Annual Cost: 0.40%
X
Ashburton MidCap ETF
Provider: Ashburton
Risk Level: Medium high
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: ETF
Fund Description:
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 market capitalisation.
It aims to provide returns linked to the performance of the FTSE/ JSE MidCap Index. The ETF tracks the component equities of the index in proportion to the index weightings. The FTSE/JSE MidCap index contains the 60 largest companies listed on the JSE that are not included in the FTSE/JSE Top40 Index in terms of market capitalisation. The Ashburton MidCap ETF pays a quarterly distribution to investors which is made up of any dividends or interest earned from the underlying shares.
Benchmark Used: FTSE/JSE Mid Cap Index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 11.12% | N/A |
| 3 Years | 1.95% | N/A |
| 5 Years | 5.18% | N/A |
| 7 Years | 8.07% | N/A |
Minimum lump sum investment: R5 000
Annual Cost: 0.64%
X
Ashburton Money Market Fund
Provider: Ashburton
Risk Level: Low
Investment Type: Unit Trust
Fund Description:
The fund seeks to maximise interest income, preserve capital and provide immediate liquidity for investors. It will invest in a diversified portfolio of money market instruments.
The maximum term of instruments included will be limited to 13 months and the weighted average duration will not exceed 3 months.
Benchmark Used: STeFI 3 month index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 7.63% | 6.92% |
| 3 Years | 7.72% | 7.06% |
| 5 Years | 7.18% | 6.63% |
Minimum lump sum investment: R5 000
Minimum monthly debit order: R500
Annual Cost: 0.36%
X
Ashburton SA Equity Fund
Provider: Ashburton
Risk Level: High
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The Ashburton SA Equity Fund aims to achieve capital growth and deliver returns ahead of the FTSE/JSE All Share Index (Total Return) over the long term.
In order to achieve its investment objective, the fund will comprise of financially sound ordinary shares. The fund will typically be fully invested in equities. The manager is, however, permitted to invest in fixed income securities and offshore investments as allowed by legislation.
The fund’s main focus will be to invest in South African listed equity securities.
Benchmark Used: FTSE/JSE All Share Index (Total Return)
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -3.64% | -0.90% |
| 3 Years | 3.74% | 7.35% |
| 5 Years | 4.60% | 6.56% |
Minimum lump sum investment: R5 000
Minimum monthly debit order: R500
Annual Cost: 1.23%
X
Ashburton SA Income Fund
Provider: Ashburton
Risk Level: Low
Investment Type: Unit Trust
Fund Description:
The fund is a specialist portfolio focusing on high interest bearing investments. It aims to provide relative capital stability and optimal income returns from interest earning securities.
In order to achieve these objectives, the fund comprises a combination of bonds, fixed deposits and other interest earning securities which have a fixed maturity date and either have a predetermined cash flow profile or are linked to benchmark yields. The fund will not invest in equity securities, real estate securities or cumulative preference shares.
The fund’s duration will be limited to a maximum of two years. The fund aims to enhance returns through a combination of diversified fixed income strategies which include duration, curve, credit, inflation linked and also relative value opportunities
Benchmark Used: STeFI Composite Index over a rolling 12 month period
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 7.96% | 7.26% |
| 3 Years | 8.90% | 7.42% |
| 5 Years | 7.89% | 6.97% |
Minimum lump sum investment: R5 000
Minimum monthly debit order: R500
Annual Cost: 0.78%
X
Ashburton Targeted Return Fund
Provider: Ashburton
Risk Level: Low medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The primary objective of the Ashburton Targeted Return Fund is to outperform CPI + 3.5% over a rolling 3 year period. The secondary objective is to offer stable positive returns over a 12 month rolling period.
The fund may comprise a combination of assets in liquid form, money market instruments, corporate debt, equities, property shares, convertible equities, preference shares, bonds, non-equity securities, offshore assets and any other securities. The fund can have a maximum equity exposure (including global equities) of 40% and is limited to a maximum offshore exposure of 25%.
The fund aims to meet its objectives through a conservatively managed diversified portfolio, generating capital and income growth by focusing on active risk management and asset allocation. The fund complies with Regulation 28 of the Pension Funds Act, 1956.
Benchmark Used: CPI + 3.5%
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 4.02% | 7.50% |
| 3 Years | 4.63% | 8.47% |
| 5 Years | 5.63% | 8.61% |
Minimum lump sum investment: R 5000
Minimum monthly debit order: R500
Annual Cost: 1.33%
X
Ashburton Top40ETF
Provider: Ashburton
Risk Level: Medium high
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: ETF
Fund Description:
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 ETF aims to provide returns linked to the performance of the FTSE/JSE Top40 Index. The ETF tracks the component equities of the index in proportion to the index weightings. The FTSE/JSE Top40 index contains the 40 largest companies in terms of market capitalisation listed on the JSE. The RMB Top40 ETF pays a quarterly distribution, which is made up of any dividends or interest earned from the underlying shares.
Benchmark Used: FTSE/JSE Top40 Index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 12.28% | N/A |
| 3 Years | 7.47% | N/A |
| 5 Years | 5.34% | N/A |
| 7 Years | 9.09% | N/A |
| 10 Years | 10.70% | N/A |
Minimum lump sum investment: No minimum
Annual Cost: 0.14%
X
Ashburton World Government
Provider: Ashburton
Risk Level: Medium
Investment Type: ETF
Fund Description:
Invests in the global bond market by tracking the Citi World Government Bond Index (WGBI).
Benchmark Used: FTSE World Government Bond Index
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 15.54% | N/A |
| 2 Year | 7.74% | N/A |
Annual Cost: 0.53%
X
Assupol One Tax-free Savings Policy
Provider: Assupol
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
Take the guesswork out of your future financial planning and start saving today for a specific goal. Whether it is for your children’s education, buying a car, taking a holiday or buying a house. With our savings plan it is easy.
Our premiums are affordable and we can tailor-make it according to your requirements. Create a savings plan today and encourage your friends and family to do the same. Remember, it’s never too early or too late to start saving.
Minimum lump sum investment: R 5000
Annual Cost: 0%
X
Bridge Balanced Fund
Provider: Bridge Fund Managers
Risk Level: Medium
Ideal Time Horizon: 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The Bridge Balanced Fund is a multi-asset class fund with the objective of providing investors with high capital growth over the investment term. It achieves this by investing in an appropriate portfolio of equities, fixed interest securities, money market instruments and listed property.
The portfolio’s exposure to equity instruments may be as much as 75% of the total portfolio. The fund complies with all prudential requirements and regulations governing retirement funds.
Benchmark Used: Average of the ASISA South African Multi Asset High Equity sector
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -2.62% | 2.06% |
| 3 Years | 1.26% | 4.48% |
| 5 Years | 4.47% | 5.54% |
Minimum lump sum investment: R 5000
Annual Cost: 1.83%
X
Bridge Diversified Preference Share Fund
Provider: Bridge Fund Managers
Risk Level: Low
Ideal Time Horizon: 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The Grindrod Diversified Preference Share Fund provides investors with an above average after tax yield in the form of dividends. This is achieved by diversifying the portfolio’s holdings across various preference shares and dividend yielding assets.
A minimum 80% will be invested in preference shares classified as share capital in their respective issuers balance sheet.
Benchmark Used: JSE Listed Preference Share Index (J251T)
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 19.52% | 17.80% |
| 3 Years | 10.44% | 10.57% |
| 5 Years | 6.17% | 6.53% |
| 5 Years | 5.30% | 5.86% |
Minimum lump sum investment: R 5 000
Annual Cost: 0.91%
X
Bridge Equity Income Growth Fund
Provider: Bridge Fund Managers
Risk Level: High
Ideal Time Horizon: 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The investment objective of the portfolio is to seek a high level of income (more in the form of dividends) and long-term growth in dividend income in excess of the rate of inflation such that the portfolio will produce a total return in excess of the average of the ASISA South African Equity General sector at lower levels of volatility.
Income will be a key component of the portfolio. The risk profile of this portfolio to the investor will be above average, due to its prominent exposure to the equity risk factor.
Benchmark Used: Average of the ASISA South African Equity
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -11.70% | -3.62% |
| 3 Years | 4.18% | 4.25% |
| 5 Years | 6.97% | 4.02% |
Minimum lump sum investment: R5 000
Annual Cost: 1.20%
X
Bridge Global Managed Growth Feeder Fund A
Provider: Bridge Fund Managers
Risk Level: Medium high
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The primary objective of this feeder fund is to provide the investor with a balanced consistent income and capital appreciation over the long term.
To achieve its investment objective the portfolio will, apart from assets in liquid form, consist solely of participatory interests in the Bridge Global Managed Growth Fund (the underlying Fund) which is the sub-fund of Sanlam Universal Funds Plc.
Benchmark Used: US Consumer Price Index +3% measured over rolling three year periods
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 21.59% | 24.72% |
| 3 Years | 0.31% | 0.99% |
Minimum lump sum investment: R 5000
Annual Cost: 1.59%
X
Bridge Global Property Income Feeder Fund
Provider: Bridge Fund Managers
Risk Level: High
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The Grindrod Global Property Income Feeder Fund (formerly Grindrod Global Property Income Fund) is a specialist global property portfolio with the objective of providing investors with high current income and long-term capital appreciation.
It achieves this by investing in the Grindrod Global Property Income Fund (GGPIF) which is domiciled in Ireland. The GGPIF invests in real estate securities listed on international stock exchanges.
Benchmark Used: GPR 250 REIT Index Total Return (TR) in rand
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 25.26% | 39.15% |
| 3 Years | -1.78% | 3.29% |
| 5 Years | 9.65% | 13.21% |
| 7 Years | 13.87% | 18.85% |
Minimum lump sum investment: R 5000
Annual Cost: 1.79%
X
Bridge High Income Fund
Provider: Bridge Fund Managers
Risk Level: Low
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The Bridge High Income Fund’s objective is to provide investors with a high current income and low capital volatility. It achieves this by investing in a portfolio of fixed interest and listed property securities. The portfolio is managed according to a low-risk profile.
Benchmark Used: STeFI Composite Index +1%
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 2.29% | 8.33% |
| 3 Years | 6.99% | 8.50% |
| 5 Years | 6.74% | 8.05% |
Minimum lump sum investment: R 5000
Annual Cost: 1.11%
X
Bridge Managed Growth Fund
Provider: Bridge Fund Managers
Risk Level: Medium
Ideal Time Horizon: 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The Bridge Managed Growth Fund is a multi-asset class fund with the objective of providing investors with long-term income and capital growth at moderate risk levels. It achieves this by investing in a portfolio of equities, fixed interest securities, money market instruments and listed property.
The portfolio’s exposure to equity instruments varies between 40% and 65% of the total portfolio. The fund complies with all prudential requirements and regulations governing retirement funds.
Benchmark Used: CPI + 4% over rolling 36month periods
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -11.83% | 10.39% |
| 3 Year | 4.03% | 10.94% |
| 5 Years | 6.45% | 11.36% |
Minimum lump sum investment: R 5000
Annual Cost: 1.16%
X
Bridge Stable Growth Fund
Provider: Bridge Fund Managers
Risk Level: Low medium
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The Bridge Stable Growth Fund is a multi-asset class fund with the objective of providing investors with a balance between growth and income at moderate to conservative risk levels. It achieves this by investing in a portfolio of equities, fixed interest securities, money market instruments and listed property.
The portfolio’s exposure to equity instruments will never exceed 40% of the total portfolio. The fund complies with all prudential requirements and regulations governing retirement funds.
Benchmark Used: CPI* + 2% over rolling 36month periods
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -7.62% | 8.22% |
| 3 Years | 5.08% | 8.75% |
| 5 Years | 6.70% | 9.16% |
| 7 Years | 8.14% | 9.46% |
Minimum lump sum investment: R 5000
Annual Cost: 1.17%