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Tax-free savings

Investing in your future - tax free

Image of a zebra
Image of a zebra
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). 

  • 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

Log in to My Investments and apply now

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 investments@investec.co.za or call 0861 468 387. 

For any Tax-free Fixed Deposit queries, contact your private banker.