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.
Core Shares Proptrax Ten tracks the FTSE/JSE SA Listed Property Top 10 Equal Index, which is a custom index that consists of the Top 10 most liquid JSE primary listed property companies. The objective is to replicate the price and yield performance
Core Shares Proptrax SAPY tracks the FTSE/JSE SA Listed Property Index (SAPY Index). The SAPY Index consists of the Top 20 most liquid JSE primary listed property companies (thereby excluding Capital Shopping Centres) that have a minimum free float of 15%. The
The CoreShares PrefTrax tracks the FTSE/JSE Preference Share Index as closely as possible, by buying only constituent securities in the same weightings in which they are included in the Index and selling only securities which are excluded from the Index
The investment policy of the portfolio shall be to track the S&P South Africa Low Volatility Index as closely as possible, by buying only constituent securities in the same weightings in which they are included in the Index and selling
The investment policy of the portfolio shall be to track the S&P South Africa Dividend Aristocrats Index as closely as possible, by buying only constituent securities in the same weightings in which they are included in the Index and selling
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
The ILBI (Inflation Linked Bond Index) ETF tracks total return* version of the Barclays/Absa South African Government Inflation-Linked Bond Index, an index consisting of bonds issued by the South African Government which are linked to the South African Consumer Price
The GOVI ETF tracks the total return* version of GOVI Index, an index consisting of bonds issued by the South African Government which includes only those issues in which the Department of Finance obliges the primary dealers to make a
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
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 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, it strives to strike a good balance of growth and
The Aconcagua Growth 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 higher degree of uncertainty of returns in the pursuit of greater
