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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Old Mutual Nucleus Moderate Index Life Fund

The Nucleus Moderate Index Life Fund offers investors exposure to a combination of local equity, foreign equity, fixed interest and cash index returns. It aims to provide high investment returns of CPI + 3%-4% p.a. (net of fees) over the long term

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Old Mutual Nucleus Conservative Index Life Fund

The fund offers investors exposure to a combination of local equity, foreign equity, fixed interest and cash index returns. The fund aims to provide investment returns of CPI + 2%-3% p.a. (net of fees) over the long term while diversifying

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Old Mutual Nucleus Local Bond Index Life Fund

The OM Nucleus Local Bond Index Life Fund aims to offer a combination of capital growth and high income yields by tracking the BEASSA GOVI Index. The fund is structured to produce a zero tracking error before the asset management fee.

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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 Property Equity Unit Trust – Class T

The portfolio aims to achieve both capital growth and income with a focus on income yield relative to income growth. It targets a near full exposure to listed property shares, but at times may hold assets in liquid form, other

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Alexander Forbes Investments Institutional Equity Unit Trust – Class T

The portfolio aims to achieve long-term, inflation-beating returns through exposure to equities. It is a specialist equity portfolio that reflects Alexander Forbes Investments’ best view for a moderate risk equity portfolio, by combining managers with differing investment styles, in order to

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Alexander Forbes Investments Aggressive Passive Unit Trust – Class T

The objective of the portfolio is to generate capital growth over the long term, through investing in a combination of asset classes. The portfolio is benchmarked against CPI + 5% calculated over a rolling three-year period.

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Alexander Forbes Investments Real Return Focus Unit Trust – Class T

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. It is benchmarked against Headline CPI + 4% calculated over a

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Alexander Forbes Investments Conservative Passive Unit Trust – Class T

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 – 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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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. It actively invests in all asset classes. No minimum or maximum

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