invest for your retirement

You can use unit trusts to save for your retirement.

You can invest directly into unit trusts, or you can invest in unit trusts via our retirement annuity. A retirement annuity gives you tax savings and a measure of protection, but comes with some restrictions. Your contributions to a retirement annuity are tax-deductible and the returns you earn while invested are tax-free.

We will carefully manage your chosen unit trust investments following our proven investment philosophy. To build your long-term wealth with us, you can invest monthly or start with a lump sum, subject to our minimums.

The restrictions in a retirement annuity ensure that your savings are kept for your retirement and safeguarded from potential creditors. While your savings are protected, you can make changes or add more money at any time without transaction fees or penalties.

Conservative APPROACH

A high degree on income while maintaining the capital investment, with a very low level of volatility.

Balanced APPROACH

A combination of both growth and income with a moderate level volatility over the long term.

High growth APPROACH

High levels of market volatility and risk for high growth over the medium term.

Choose a basic investment that suits you

Your investment returns come from the unit trusts you choose. You can choose from our simple range of unit trusts and you can change your selection when you need to.

When choosing a unit trust, there is a trade-off between higher potential return on the one hand, and stability and lower risk on the other.

Remember that your unit trust selection must meet the prescribed legal investment limits.

Need to talk to someone?

If you have any questions regarding getting started with a retirement investment, fill in the details below and one of our advisors will contact you.