The Fairbairn Capital Investment Plan is aimed at investors who have a lump sum of R100 000 to invest in a unit trust-based investment portfolio that focuses on potential capital growth.
The range of unit trust funds available through this product includes the SYm|mETRY Multi-Manager Unit Trust Funds and a range of local and rand-denominated offshore unit trust funds. This enables you to spread your risk and investment exposure across markets, sectors and asset classes according to your specific needs.
Features & Benefits
- Investment minimum - R100 000 lump sum investment.
- Maximum liquidity - capital withdrawals may be made at any time.
- You may add to your investment on an ad hoc basis
(min R10 000).
- A maximum of 10 funds may be selected.
- Access to our Elite funds - These are funds selected using a foundation of rigorous independent research. You also gain access to:
- An asset allocation tool - this sets out recommended target ranges, per asset class, within which your fund portfolio should be constructed and retained over time, based on your specific objective profile.
- A simple, transparent inclusive fee system.
- Online access to market and personalised investment portfolio reporting.
- Elite bonuses - a dual bonus system whereby bonuses are added to your investment based on both your total investment size, and the duration of your investment in Elite funds.
- The Call Account enables you to phase-in to the underlying investments over three, six, nine or twelve monthly instalments.
- You can invest online.
- You may switch between funds, subject to the terms and conditions of the funds available at the time, according to your changing investment needs.
- If you require an income you may request regular or ad hoc withdrawals at any time, however if you want an income generating Fairbairn Capital product please consider the Fairbairn Capital Retirement Income Plan.
- You may cede your investment without incurring transfer costs although stamp duties may be payable.
- No contractual term applies to the investment.
- Local dividends are tax-exempt.
For more information on Fairbairn Capital Investment Plan, please visit the Fairbairn Capital website.