Unit Trust Portfolios
- Over 60 different unit trust funds with 5 model portfolios for conservative, moderately conservative, moderate, moderately aggressive or aggressive investors
- Over 50 offshore unit trust funds in US$, GBP, EUR and AUD.
- Offshore wrappers in the Isle of Man for tax and estate planning benefits
- Tax-free unit trust accounts up to R33,000 per year
Retirement annuities for retirement savings
Preservation funds to preserve existing pension or provident funds
Living annuity portfolios for retired investors
Life insurance, dread disease cover, disability cover
- Guaranteed tax-free investments
Money Market Fund
- No market risk and have access to your money in 1 day. Interest yield of 7.63%.