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Fixed Bonds

This product is suitable for investors who:

  • Require certainty around investment returns at the end of five years;
  • Need to protect their capital;
  • Are able to invest for five years with minimal liquidity

INVESTMENT TERM
Five years

Old Mutual Wealth offer a Treasury Fixed Investment Bond product, which is a single-premium linked endowment policy which provides fixed investment growth and is paid out at maturity, together with the initial investment.

With this linked policy, the investment is underwritten by Assupol (the insurer) but the fixed investment return is provided by one of the five major SA banks.

Your initial investment will grow according to the fixed bond rate which is determined at the start of the investment.

This gives you peace of mind knowing exactly what your returns or growth is intended to be when selecting this investment offering.

  • Guaranteed investment returns
  • All returns are after-tax
  • Get exactly what you see
  • No tax payable at maturity
  • You can nominate beneficiaries on the policy
  • One full/partial withdrawal in the first 5 years
  • Minimum lump sum is R2,500,000

Guaranteed Investment return after tax : 5.97%

Investment amount Guaranteed future value
R3,000,000 R 4,019,201
R5,000,000 R 6,705,059

Does your money work for you?

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?