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WHAT ARE TAX-FREE INVESTMENTS?

A savings product that helps you harness the power of compounding by investing up to R36 000 per year for a future goal.

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BENEFITS

You pay no interest, dividends and capital gains tax and have access to a wide range of funds.


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IDEAL INVESTMENT FOR

You can save for a goal such as education, or boost your retirement savings but still have easy access to your money in case of an emergency.

Funds at a glance

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Low risk High risk

Risk profile Low medium

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Risk profile Medium

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Risk profile Medium

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Core Income Fund

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Flexible Income Fund

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Core Bond Fund

Risk profile Low medium

Investment manager

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Bravata Worldwide Flexible Fund

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Global Cautious Feeder Fund

Risk profile Medium

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Global Flexible Feeder Fund

Risk profile Medium

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Managed Fund

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Opportunity Fund

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Private Wealth Equity Fund

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Property Fund

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SA Equity Fund

Risk profile Medium high

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Entrepreneur Fund

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Financials Fund

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Global Behavioural Feeder Fund

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Global Emerging Markets Equity Feeder Fund

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Global Equity Feeder Fund

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Global Property Feeder Fund

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Mining & Resource Fund

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Rainmaker Fund

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Fund performance as at:

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Low risk High risk
1 year 4.27%
3 years 6.32%
5 years 7.05%
7 years 7.1%
10 years 6.69%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 7.67%
3 years 7.6%
5 years 7.63%
7 years 7.92%
10 years 8.16%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 13.7%
3 years 10.13%
5 years 9.83%
7 years 8.38%
10 years 8.28%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 13.96%
3 years 7.57%
5 years 7.25%
7 years 7.7%
10 years 9.51%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 5.08%
3 years 6.56%
5 years 6.14%
7 years 6.86%
10 years 8.89%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception