The Comprehensive plan offers a range of top quality qualifying investment funds. You can choose up to five funds at first, and can switch between these funds at any time. The first four switches in any plan year are free.
With the Absa Tax Free Investment Account you can invest in a choice of unit trusts, exchange traded funds and wrap portfolios to meet your risk appetite. All returns are tax free, including income, dividends, interest, and capital gains.
The aim of the Ashburton Inflation ETF is to provide investors with a real rate of return above inflation (CPI), through exposure to a diversified portfolio of government inflation-linked bonds. The fund invests in bonds based on the value issued
The Kilimanjaro Conservative investment strategy primarily seeks to preserve capital by investing in lower risk assets. This TFSA portfolio is heavily focused on investing in assets that have a higher degree of certainty of return, over the uncertainty of return sacrificing higher
The portfolio aims to preserve capital, but provide returns in excess of that offered by a traditional money market portfolio. The mandate is, however, more flexible and the average portfolio duration will be longer than that of traditional money market
The Coronation Strategic Income Fund allocates assets across the yielding asset classes. The fund is suitable for investors who are: Looking for an intelligent alternative to cash or bank deposits over periods from 12 to 36 months. Seeking managed exposure to
The Sanlam Tax-Free Investment Comprehensive Plan offers the flagship Sanlam Unit Trust funds and qualifying funds from other leading fund managers. It offers a range of qualifying investment funds. You can choose up to five funds at first, and can switch between
The Sanlam Enhance Yield Fund aims to offer a higher yield than a money market fund by taking advantage of the higher yields offered by a wide range of debt instruments including corporate bonds. It has no equity exposure and may invest
This fund aims to deliver a higher level of income than fixed deposits and call deposits over time. Capital preservation is of primary importance and the fund offers immediate liquidity. The fund has no offshore exposure. It invests in a range
The Nedbank BettaBeta Equally Weighted Top40 Exchange Traded Fund (“BBET40 ETF”) tracks the BettaBeta Equally Weighted Top40 Index, calculated independently by the FTSE/JSE. This index is comprised of the same companies as the FTSE/JSE Top40 index, but they are held
The Sygnia All Bond Index Fund aims to achieve a return which will equate to the annual return of the index benchmark. It is a passively managed fixed interest portfolio which aims to deliver returns which mirror those of the JSE
The Fund is an enhanced cash plus solution that invests in short-term interest earning and money market instruments. It is diversified across different types of money market, enhanced yield and income type strategies to ensure that the Fund is conservative,
The portfolio’s primary objective is a reasonable level of current income and maximum stability for capital invested. Investments will include a flexible mix of non-equity securities, including but not limited to money market instruments, bonds, fixed deposits, listed debentures and
The STANLIB Cash Management team is always on the lookout for opportunities in the market for products that could maximise clients’ short-term cash returns and aims to offer liquidity. Fixed interest portfolios are made up of varying investments in the
The primary investment objective of the portfolio will be to obtain a high level of income with capital growth over the longer term as a secondary objective, at a low risk of short to medium term volatility of capital values.
