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    Tax-free Funds

    Our Tax-free unit trusts include equity funds, balanced funds, property funds, income funds and feeder funds. 

    How much tax do I actually save?

    TAX-FREE CALCULATOR
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    What is a Tax-free investment?

    Tax-free investments are a great way to invest. Unlike normal unit trusts, your investment returns are exempt from local income tax, dividends tax and capital gains tax. They’re also flexible, in that you can switch between funds and access your money without any penalties.

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    How much can I invest tax-free

    In addition to the tax advantages, your contributions are subject to a yearly limit of R36,000 and a lifetime R500,000. You can also invest on behalf of your children or grandchildren, but remember that it will reduce their yearly and lifetime limits.

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    Our tax-free range

    We’ve selected eight of our top unit trusts for you to invest in. These include our equity, multi-asset, property and rand-denominated global funds; all great options depending on your risk profile and investment time horizon.

    How do I invest?

    Opening a new tax-free investment is quick and easy. Best of all, it can be done via our online application form in under 10 minutes.

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    Tax-free calculator

    Try our Tax-free Calculator to see just how much tax you could save by investing in one of our top-performing tax-free funds.

    TAX-FREE CALCULATOR

    Can I invest on behalf of my children?

    Yes. You can invest on behalf of your children regardless of their age, but there are some points to consider.

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    Local Funds

    Offshore Funds