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.
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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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 Should you withdraw any funds from a tax-free savings account, SARS does not allow the withdrawn funds to be replaced.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 protected] or call 0861 468 387.
For any Tax-Free Fixed Deposit queries, contact your Private Banker.