Stanlib Aggressive Income Fund – Class A

The Stanlib Aggressive Income fund provides an investment medium whereby investors can participate in a fund that seeks to generate a high level of income, as well as provides the potential for capital growth.

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Sasfin Tax-free Account

To open a  Sasfin Tax-Free Savings account you need a minimum deposit of R10 000.00. You earn 6.50% interest on your TFSA investment per annum, this rate is linked to the prime and will change accordingly. Interest is accrued daily and paid monthly.

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Alexander Forbes Investments Superior Yield Unit Trust – Class T

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.

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OUTvest Tax-Free plan

All money that you withdraw from our OUTvest Tax Free Plan is free of tax. You cannot add more than R 33 000 in a tax year to our Tax Free Plan. You can make withdrawals as often as you like

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Warwick BCI Enhanced Income Fund (A)

The fund is an enhance income portfolio with an objective to achieve a high level of sustainable income and stability of capital invested. The portfolio is suited to investors with a moderate to low risk profile and a one to three

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FNB Horizon Series Tax Free Savings Account

With a Horizon Series Tax Free Savings Account you will benefit from additional growth on your investment, dividends and returns as a result of your Tax Free Savings. All returns and dividends earned through this fund are tax free. You

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GBS Tax Free Savings Account

You don’t have to pay income tax on the interest earned on this account – so it may be a good investment for you if you already earn interest above the tax-free threshold, or if you expect your savings to

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Sanlam Tax Free Investment Comprehensive Plan

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.

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Absa Tax Free Investment Account

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.

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Ashburton Inflation ETF

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

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Kilimanjaro Conservative TFSA Basket

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

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Nedgroup Investments Core Income Fund

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

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Coronation Strategic Income Fund

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

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Sanlam Tax-Free Investment Comprehensive Plan

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

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Sanlam Enhanced Yield Fund

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

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