Investing or saving money is key to achieving the goals you have set in life. There are a number of investment and savings products in which you can invest and each one is structured to meet a selection of investment needs. Start by identifying your goal - are you investing for growth or for income? Investing for growth means you are willing to invest a lump sum or on a monthly basis for a select period of time. Investing for income means you need a product that will ensure some capital growth and pay out an income on a regular basis.
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Max Investments
- Lump sum or monthly investments.
- Tax efficient solutions.
- Access to 200+ funds.
- Personalise your plan.
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- R250/month minimum.
- Invest online or via adviser.
- Access to funds.
- No contractual term.
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- From R150/month.
- No medical required.
- Part withdrawal permitted.
- Access to family support services.
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- R100 000 lump sum minimum
- Unit trust-based portfolio.
- Invest in up to 10 funds.
- No contractual term.
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- Offers diversified portfolio.
- Lump sum/monthly investment options.
- Minimum term: 5 years.
- Tax free payout.
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- Diversify globally.
- Reduce currency risk.
- Investment available in three major currencies.
- Choice of funds.
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- Previous generation product.
- Combined life insurance and investment.
- Closed to new investments.
- Monthly performance reports.
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- Online investment solutions.
- Manage your own investment portfolio.
- Ideal for astute investors.
- Choice of investment products.
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Online Share Trading
- For investors keen to trade shares online.
- Daily market reviews.
- Real-time access to JSE share prices.
- Build your own shares portfolio.
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- R10 000 lump sum to invest.
- Guaranteed income for term or life.
- Choose your income frequency.
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- R100 000 lump sum minimum
- Generates income and capital growth
- Tax-efficient investment
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- Invest R10000 lump sum or R500/month.
- Choice of income-generating funds.
- Access to wide range of funds.
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