unit-trust

WHAT ARE TAX-FREE INVESTMENTS?

Long-term savings vehicle to invest for the future and boost retirement savings

benefits

BENEFITS

0% tax, including interest, dividends and capital gains

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IDEAL INVESTMENT FOR

Long-term investing but have easy access to your money in case of an emergency

0% tax on dividends, interest and capital gains

R36 000 limit per year or R500 000 per lifetime

 

Access a wide range of funds

Flexible payment options and no casual event fees or penalties

 

Harness the power of long-term investing

 

Funds at a glance

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Low risk High risk

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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Core Guarded Fund

Risk profile Low medium

Investment manager

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Stable Fund

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Balanced Fund

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Bravata Worldwide Flexible Fund

Risk profile Medium

Investment manager

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Core Diversified Fund

Risk profile Medium

Investment manager

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Core Global Feeder Fund

Risk profile Medium

Investment manager

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Global Cautious Feeder Fund

Risk profile Medium

Investment manager

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Global Flexible Feeder Fund

Risk profile Medium

Investment manager

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Managed Fund

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Opportunity Fund

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Core Accelerated Fund

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Global Emerging Markets Equity Feeder Fund

Risk profile Medium high

Investment manager

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Global Equity Feeder Fund

Risk profile Medium high

Investment manager

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Growth Fund

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Property Fund

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Rainmaker Fund

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Entrepreneur Fund

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Financials Fund

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Global Diversified Equity Feeder Fund

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Global Property Feeder Fund

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Mining & Resource Fund

Risk profile High

Investment manager

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Private Wealth Equity Fund

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Value Fund

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Fund performance as at:

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Low risk High risk
1 year 6.2%
3 years 7.35%
5 years 7.65%
7 years 7.21%
10 years 6.87%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 4.86%
3 years 7.36%
5 years 7.97%
7 years 8%
10 years 8.27%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 6.14%
3 years 8.58%
5 years 7.84%
7 years 7.46%
10 years 7.65%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 1.3%
3 years 3.83%
5 years 5.08%
7 years 6.72%
10 years 8.47%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 6.83%
3 years 5.26%
5 years 5.21%
7 years 6.41%
10 years 8.58%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception