Investments – Savetaxfree.co.za

Denali Growth & Income TFSA Basket

Mon, 08 Aug 2016 13:57:05 +0000

The Denali Growth & Income strategy seeks to achieve both capital growth and investment income. This portfolio favours assets that offer certainty of return over the uncertainty of return. However,

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EasyEquities Tax Free Savings Account

Mon, 16 Feb 2015 15:26:08 +0000

Easy Equities (EE) is a secure, share investing platform for everyone. Over sophistication resulted in stockbrokers raising the barriers to entry to the point where the majority of South Africans

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Emperor IP Equity Momentum Unit Trust (Tax Free)

Wed, 26 Aug 2015 12:56:06 +0000

The Emperor IP Momentum Equity Fund (Tax Free) follows a quantitative momentum strategy, investing in the top 180 most liquid shares of the JSE, measured in terms of average weekly

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ETF Tax Free Balanced Portfolio

Thu, 14 Apr 2016 09:56:21 +0000

An ETFIA is ideal for investors who want a low cost, transparent investment-linked tax free account. The Balanced Portfolio is suitable for an investor with an investment horizon of 3-5

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ETF Tax Free Investment Account – Equity Account

Thu, 09 Apr 2015 08:41:38 +0000

This is a higher risk portfolio than the ETFSA Tax-Free Income Account with the intention of generating tax-free capital growth over time. ETF portfolios have been constructed for clients with

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ETF Tax Free Investment Account – Income Portfolio

Thu, 09 Apr 2015 08:25:10 +0000

This portfolio has been replaced by the Balanced Portfolio since 1 March 2016. If you were invested in the Income Portfolio, your investment will automatically be switched to this Balanced Portfolio,

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ETF Tax Free Investment Account – International Portfolio

Thu, 14 Apr 2016 10:19:32 +0000

The International Portfolio is suitable for an investor with an investment horizon of at least 10 years – it is designed to provide rand-hedge protection with growth in capital for

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Everest Aggressive TFSA Basket

Mon, 08 Aug 2016 13:34:45 +0000

The Everest Aggressive strategy is focused on capital appreciation as a primary investment objective, rather than income preservation. As such this aggressive portfolio is biased towards investing in assets with a

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Kilimanjaro Conservative TFSA Basket

Mon, 08 Aug 2016 14:09:55 +0000

The Kilimanjaro Conservative investment strategy primarily seeks to preserve capital by investing in lower risk assets. This TFSA portfolio is heavily focused on investing in assets that have a higher degree of

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27Four Shari’ah Balanced Prescient Fund of Funds (A1)

Tue, 10 Oct 2017 10:43:55 +0000

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

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