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 Real Return Focus Unit Trust

This portfolio aims to achieve above inflation returns of 4% ahead of headline CPI after tax, on a three-year rolling basis, at a low risk, under any market conditions. The portfolio is benchmarked against Headline CPI + 4% calculated over

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Alexander Forbes Investments Conservative Passive Unit Trust

The objective of the portfolio is to generate moderate capital growth over the medium term, through investing in a combination of asset classes. The portfolio is benchmarked against CPI + 3% calculated over a rolling three-year period.

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Alexander Forbes Investments Superior Yield Unit Trust

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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Truffle MET Flexible Fund (C)

The Truffle MET Flexible Fund is suitable for investors who are targeting returns in access of inflation in the long term but with less volatility than the equity market. The fund actively invests in all asset classes. No minimum or

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Warwick BCI Enhanced Income

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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Warwick BCI Property Fund

The primary objective of the fund is to provide investors with a combination of high income and long term capital appreciation. The portfolio is suited to investors with a moderate to high risk and a three to five year or

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27Four Shari’ah Balanced Prescient Fund of Funds

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 short-term. These portfolios generally hold more equity exposure than low

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Unum Moderate Lifestage Option

The Moderate Lifestage Option allows the novice to trade a range of selected JSE listed ETF’s based on several different asset classes, both offshore and domestic, at a massively reduced brokerage. Designed with the beginner investor in mind, the Lifestage

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Unum Conservative Lifestyle Option

The Conservative Lifestage Option allows the novice to trade a range of selected JSE listed ETF’s based on several different asset classes, both offshore and domestic, at a massively reduced brokerage. Designed with the beginner investor in mind, the Lifestage

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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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The ClucasGray Equilibrium Fund

The Equilibrium Fund is a Regulation 28 compliant fund in the Multi-Asset High Equity category. The fund has a maximum net equity exposure of 75% and a maximum net foreign exposure of 25% and aims to provide long term capital

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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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