Investing in your future - tax free
Are you aware that a tax-free investment is not subject to income tax or capital gains tax? It offers a convenient and flexible way for you to save towards a specific goal or supplement your retirement savings.
Investec BCI Active Income Fund of Funds
The Investec BCI Active Income Fund of Funds is an actively managed multi-asset portfolio that aims to provide investors with a high level of income and capital stability.
Investec BCI Balanced Fund of Funds
The objective of the Investec BCI Balanced Fund of Funds is to achieve long-term growth of capital and income by investing in a diversified range of assets, such as equities, bonds, property and cash. It aims to outperform the benchmark with lower than benchmark risk over three year rolling periods.
Investec BCI Balanced High Equity Fund
The Investec BCI Balanced High Equity Fund is a multi-asset class fund that aims to deliver consistent growth of capital and income over the long term with a bias toward equity investment.
Investec BCI Equity Fund
The Investec BCI Equity Fund is a general equity fund designed to provide investors with capital growth and income over the long term.
Investec BCI Dynamic Equity Fund
The Investec BCI Dynamic Equity Fund aims to provide investors with capital growth and income over the long term.
Investec BCI Progressive Yield Fund
The Investec BCI Progressive Yield Fund aims to provide investors with a growing income stream that can translate into capital growth over the medium to long term.
Investec BCI Property Fund
The Investec BCI Property Fund provides investors with a growing income stream that can translate into capital growth over the medium to long term.
BCI - Administered By Boutique Collective Investments
If you want to open a Tax-free Fixed Deposit through Private Banking, please contact your private banker who will assist you every step of the way.
Important to note: SARS applies a penalty of 40% to any contributions in excess of the R36,000 annual or R500,000 lifetime threshold. Should you withdraw any funds from a tax-free savings account, SARS does not allow the withdrawn funds to be replaced.
Request a call back regarding a Tax-free Fixed Deposit account
If you have any questions relating to tax-free Unit Trusts through My Investments, please contact email@example.com or call 0861 468 387.
For any Tax-free Fixed Deposit queries, contact your private banker.