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INVEST

Tax-free investments

Pay zero tax on your investment returns with our local and offshore tax-free investments

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WHY INVESTEC

Access to local and international investment opportunities

Our tax-free investments are actively managed by our team of highly experienced fund managers, based in South Africa, UK and Switzerland. All investment decisions are guided by a rigorous global investment strategy and asset allocation process.
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GET STARTED TODAY

Want to start investing?

Our tax-free investments are only available to existing Investec Private Bank Account holders and their children. Find out if you qualify.

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OUR TAX-FREE INVESTMENTS FEATURES

Tax-free investments

Tax-free investments are an efficient way to grow your wealth without your returns being eroded by tax.
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Invest from R1 000
Tax efficient
Actively managed funds
Choose from a range of funds
Invest for your children
Secure online access

Invest from R1 000

  • Start investing with a minimum monthly debit order of R1 000 or an initial lump sum of R10 000
  • Investments can be made as monthly contributions, lump sums, or a combination of the two
  • A maximum contribution of R36 000 per tax year applies
  • Total lifetime contribution may not exceed R500 000

Tax efficient

  • Pay no tax on the interest, dividends and capital gains earned on your investments

Actively managed funds

  • Funds are actively managed by our expert Investec Wealth & Investment managers
  • All investment decisions are guided by a rigorous global investment strategy and asset allocation process

Choose from a range of funds

  • Choose from a range of funds that best suits your investment objectives
  • We offer both local and offshore investment opportunities in our tax-free investments
  • Our funds are managed by our Investec Wealth & Investments experts and fully backed by our rigorous global investment process.

Invest for your children

  • Conveniently open a tax-free investment for your children under the age of 18 years through Investec Online

Secure online access

  • Open a tax-free investment through Investec Online and the App
  • Conveniently add funds at any time
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Who can open an Investec tax-free investment?

Our tax-free investments are only available to existing Investec Private Bank Account holders.

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MORE INFORMATION

Tax-free investment factsheet PDF 1.13 MB

BECOME A PRIVATE BANKING CLIENT

Find out if you qualify to be an Investec Private Banking client.

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Statutory information

Investec Bank Limited registration number 1969/004763/06, an Authorised Financial Services Provider (11750), a Registered Credit Provider (NCRCP 9), an authorised Over the Counter Derivatives Provider, and a member of the JSE. Investec is committed to the Code of Banking Practice as regulated by the National Financial Ombud Scheme. Copies of the Code and the Ombudsman's details are available on request or visit Investec COBP.