Tax-Free Savings

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.

Consider your options

investec wealth and investment equity fund
Investec Private Banking offers a Tax-Free Fixed Deposit and there are also seven Investec Wealth & Investment (W&I) funds available through My Investments on Investec Online (on a linked investment service provider platform). 

  • W&I BCI Active Income Fund of Funds

    The 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.

  • W&I BCI Balanced Fund of Funds

    The objective of the 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.

  • W&I BCI Balanced High Equity Fund

    The W&I 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.

  • W&I BCI Equity Fund

    The BCI Equity Fund is a general equity fund designed to provide investors with capital growth and income over the long term.

  • W&I BCI Dynamic Equity Fund

    The W&I BCI Dynamic Equity Fund aims to provide investors with capital growth and income over the long term.

  • W&I BCI Progressive Yield Fund

    The W&I 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.

  • W&I BCI Property Fund

    W&I 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

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Tax-free deposit

Investec Wealth & Investment Balanced High Equity Fund
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

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Questions?

If you have any questions relating to Tax-Free Unit Trusts through My Investments, please contact [email protected] or call 0861 468 387. 

For any Tax-Free Fixed Deposit queries, contact your Private Banker.