Local Investment

Unit Trusts |​ ETF’s | Share Portfolios |​ Endowments

Unit Trusts

A unit trust is the pooled money of many investors that is invested in the financial markets.

EFT's

Exchange Traded Funds (ETF’s) is an investment fund traded on stock exchanges much like a share. An ETF holds assets such as shares, commodities, property or bonds.

Share Portfolios

We have a strategic partnership with the SA Stockbrokers Group. Through this partnership we can assist you in setting up a local JSE or international portfolio.

Endowments (tax wrapper)

Traditionally used for clients in the top income tax bracket. The endowment tax wrapper provides investors with lower CGT and income tax rates as well as estate planning advantages. CGT can be levied at 12% and income tax at 30% for investors meeting the income tax bracket criteria.