Glacier Tax-Free Investment Plan

Range of collective investment funds on Glacier’s platform, including selected wrap funds

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AMI Big 50 Ex-SA ETF

Tracks the Cloud Atlas AMI Big50 Ex-SA index which consists of Africa’s blue chip companies

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Sygnia Itrix Top 40 ETF

Tracks the price and yield performance of the FTSE/JSE Top 40 index by physically holding a portfolio of securities equivalent to the basket of securities comprising the index and in the same weightings as the index

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Sygnia Itrix Swix 40 ETF

Tracks the price and yield performance of the FTSE/JSE SWIX 40 index by physically holding a portfolio of securities equivalent to the basket of securities comprising the index and in the same weightings as the index

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Sygnia Itrix S&P 500 ETF

Tracks the price and yield performance of the S&P 500 index by physically holding a portfolio of securities equivalent to the basket of securities comprising the index and in the same weightings as the index

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Sygnia Itrix MSCI World Index ETF

Tracks the price and yield performance of the MSCI World index by physically holding a portfolio of securities equivalent to the basket of securities comprising the index and in the same weightings as the index

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Sygnia Itrix MSCI USA Index ETF

Tracks the price and yield performance of the MSCI USA index by physically holding a portfolio of securities equivalent to the basket of securities comprising the index and in the same weightings as the index

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Sygnia Itrix MSCI Japan Index ETF

Tracks the price and yield performance of the MSCI Japan index by physically holding a portfolio of securities equivalent to the basket of securities comprising the index and in the same weightings as the index

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Sygnia Itrix Global Property ETF

Tracks the price and yield performance of the S&P Global Property 40 index by physically holding a portfolio of securities equivalent to the basket of securities comprising the index and in the same weightings as the index

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Sygnia Itrix 100 ETF

Tracks the price and yield performance of the FTSE 100 index by physically holding a portfolio of securities equivalent to the basket of securities comprising the index and in the same weightings as the index

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Sygnia Itrix Eurostoxx 50 ETF

Tracks the price and yield performance of the Euro Stoxx 50 index as closely as possible by physically holding a portfolio of securities equivalent to the basket of securities comprising the index and in the same weightings as the index

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STANLIB Shari’ah Equity Fund class B1

The investment objective of the STANLIB Shari’ah Equity Fund is to primarily generate capital growth over the medium to long term, whilst conforming to the religious and cultural beliefs of Muslim investors. The generation of income will be a secondary

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Old Mutual Nucleus Local Equity Index Life Fund

The OM Nucleus Local Equity Index Life Fund aims to offer high growth and returns by tracking the FTSE/JSE Capped SWIX Top 40 Index. It is structured to produce a zero tracking error before the asset management fee.

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Old Mutual Nucleus Balanced Index Life Fund

The Nucleus Balanced Index Life Fund offers investors exposure to a combination of local equity, foreign equity, fixed interest and cash index returns. It aims to provide investment returns of CPI + 4%-5% p.a. (net of fees) over the long term while

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