Do you want to save towards a goal without paying administration fees?

This is a unit trust wrapper with no administration fees.

Is this for you?

  • You (or your spouse) need to have an existing product with us apart from our tax-free savings account and the liquidity portfolio.
  • You need to invest at least R500 a month or R30 000 up front. Top-ups and transfers are accepted.

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Benefits

  • Easier to switch and rebalance unit trusts
  • You can make withdrawals