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WHAT ARE TAX-FREE INVESTMENTS?

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

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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

R33 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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Stable 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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Balanced Fund

Risk profile Medium

Investment manager

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download Fact sheet

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Bravata Worldwide Flexible Fund

Risk profile Medium

Investment manager

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Core Global Feeder Fund

Risk profile Medium

Investment manager

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download Fact sheet

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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

Risk profile Medium

Investment manager

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Opportunity Fund

Risk profile Medium

Investment manager

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Core Accelerated Fund

Risk profile Medium high

Investment manager

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Core Diversified Fund

Risk profile Medium high

Investment manager

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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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Property Fund

Risk profile Medium high

Investment manager

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Rainmaker Fund

Risk profile Medium high

Investment manager

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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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Growth Fund

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Mining & Resource Fund

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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 8%
3 years 8.07%
5 years 7.75%
7 years 7.12%
10 years 7.05%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 9.39%
3 years 8.37%
5 years 8.45%
7 years 8.33%
10 years 8.37%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 4.96%
3 years 5%
5 years 5.82%
7 years 7.73%
10 years 9.11%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 11.01%
3 years 9.08%
5 years 8.27%
7 years 7.37%
10 years 8.66%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 5.53%
3 years 5.96%
5 years 6.97%
7 years 8.61%
10 years -
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 7.39%
3 years 3.86%
5 years 6.59%
7 years 10.28%
10 years -
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 8.13%
3 years 6.67%
5 years 8.26%
7 years 13.21%
10 years 11.78%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 3.54%
3 years 6.82%
5 years -
7 years -
10 years -
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 5.87%
3 years 3.64%
5 years 7.94%
7 years 12.4%
10 years -
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 8.62%
3 years 9.36%
5 years 10.46%
7 years 15.21%
10 years 12.88%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 6.23%
3 years -
5 years -
7 years -
10 years -
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 7.98%
3 years 3.67%
5 years 6.25%
7 years 8.76%
10 years -
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 1.09%
3 years -
5 years -
7 years -
10 years -
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 2.61%
3 years 4.27%
5 years 5.89%
7 years 9.36%
10 years 10.51%
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -
3 years -
5 years -
7 years -
10 years -
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 10.56%
3 years 13.57%
5 years 13.52%
7 years 18.49%
10 years 15.72%
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -32.92%
3 years -12.75%
5 years -3.57%
7 years 1.07%
10 years -
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -6.27%
3 years -1.08%
5 years 1.99%
7 years 6.38%
10 years 8.57%
Risk Medium high
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -10.94%
3 years -3.92%
5 years 1.95%
7 years 6.79%
10 years 11.7%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -4.21%
3 years 4.64%
5 years 7.68%
7 years 12.22%
10 years 14.35%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -
3 years -
5 years -
7 years -
10 years -
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 20.5%
3 years 9.63%
5 years -
7 years -
10 years -
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -7.12%
3 years 0.44%
5 years 1.52%
7 years 6.33%
10 years 8.34%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 8.42%
3 years 13.01%
5 years 5.5%
7 years 7.25%
10 years 7.28%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -2.34%
3 years -3.26%
5 years 2.62%
7 years 8.92%
10 years 11.26%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception
1 year -9.78%
3 years -0.92%
5 years 1.31%
7 years 4.83%
10 years 8.31%
Risk High
  • Return
  • Benchmark
  • Inflation
Since inception

Disclaimer

Performance is calculated for the portfolio and individual investment performance may differ as a result of initial fees, the actual investment, the actual investment date, the date of reinvestment and dividend withholding tax. The annualised total return is the average return earned by an investment each year over a given time period.

Fees

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eac Fees calculator
Low risk High risk
Fund name Investment management The annual Investment Management fee is paid by a fund to the fund manager for investment management services Transaction Costs Transaction Costs (TC), expressed as a percentage of the Fund, relate to the costs incurred in buying and selling the underlying assets of the Fund Total investment charges The Total Investment Charges expressed as a percentage of the Fund, relates to all investment costs of the Fund. Both the TER and TC of the Fund are calculated on an annualised basis
Core Income Fund 0.59% 0.00% 0.59%
Flexible Income Fund 0.90% 0.02% 0.92%
Stable Fund 1.93% 0.01% 1.94%
Core Bond Fund 0.44% 0.02% 0.46%
Core Guarded Fund 0.45% 0.04% 0.49%
Balanced Fund 1.59% 0.46% 2.05%
Bravata Worldwide Flexible Fund 1.86% 0.09% 1.95%
Core Global Feeder Fund 0.57% 0.01% 0.57%
Global Cautious Feeder Fund 1.54% 0.08% 1.62%
Global Flexible Feeder Fund 1.57% 0.04% 1.61%
Managed Fund 1.59% 0.43% 2.02%
Opportunity Fund 1.59% 0.23% 1.82%
Core Accelerated Fund 0.41% 0.26% 0.67%
Core Diversified Fund 0.45% 0.10% 0.55%
Global Emerging Markets Equity Feeder Fund 1.70% 0.40% 2.10%
Global Equity Feeder Fund 1.57% 0.05% 1.62%
Property Fund 1.16% 0.09% 1.25%
Rainmaker Fund 1.73% 0.15% 1.88%
Entrepreneur Fund 1.74% 0.20% 1.94%
Financials Fund 1.99% 0.23% 2.22%
Global Diversified Equity Feeder Fund 1.70% 0.01% 1.71%
Global Property Feeder Fund 1.39% 0.14% 1.53%
Growth Fund 1.75% 0.74% 2.49%
Mining & Resource Fund 1.77% 0.20% 1.97%
Private Wealth Equity Fund 1.17% 0.27% 1.44%
Value Fund 1.73% 0.08% 1.81%

Funds fact sheets

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Low risk High risk
Fund name Quarterly commentary Factsheet
Core Income Fund Download PDF PDF Download PDF PDF
Flexible Income Fund Download PDF PDF Download PDF PDF
Stable Fund Download PDF PDF Download PDF PDF
Core Bond Fund Download PDF PDF Download PDF PDF
Core Guarded Fund Download PDF PDF Download PDF PDF
Balanced Fund Download PDF PDF Download PDF PDF
Bravata Worldwide Flexible Fund Download PDF PDF
Core Global Feeder Fund Download PDF PDF Download PDF PDF
Global Cautious Feeder Fund Download PDF PDF Download PDF PDF
Global Flexible Feeder Fund Download PDF PDF Download PDF PDF
Managed Fund Download PDF PDF Download PDF PDF
Opportunity Fund Download PDF PDF Download PDF PDF
Core Accelerated Fund Download PDF PDF Download PDF PDF
Core Diversified Fund Download PDF PDF Download PDF PDF
Global Emerging Markets Equity Feeder Fund Download PDF PDF Download PDF PDF
Global Equity Feeder Fund Download PDF PDF Download PDF PDF
Property Fund Download PDF PDF Download PDF PDF
Rainmaker Fund Download PDF PDF Download PDF PDF
Entrepreneur Fund Download PDF PDF Download PDF PDF
Financials Fund Download PDF PDF Download PDF PDF
Global Diversified Equity Feeder Fund Download PDF PDF Download PDF PDF
Global Property Feeder Fund Download PDF PDF Download PDF PDF
Growth Fund Download PDF PDF Download PDF PDF
Mining & Resource Fund Download PDF PDF Download PDF PDF
Private Wealth Equity Fund Download PDF PDF Download PDF PDF
Value Fund Download PDF PDF Download PDF PDF

Fund documents

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Low risk High risk
Fund name Portfolio Income distribution
Core Income Fund Download PDF PDF Download PDF PDF
Flexible Income Fund Download PDF PDF Download PDF PDF
Stable Fund Download PDF PDF Download PDF PDF
Core Bond Fund Download PDF PDF Download PDF PDF
Core Guarded Fund Download PDF PDF Download PDF PDF
Balanced Fund Download PDF PDF Download PDF PDF
Bravata Worldwide Flexible Fund Download PDF PDF
Core Global Feeder Fund Download PDF PDF Download PDF PDF
Global Cautious Feeder Fund Download PDF PDF Download PDF PDF