Linked Investments Tax-Free Savings Plan
Linked Investments Tax-Free Savings Plan
Fund List
Click on the relevant tab to view the list.
STANLIB
ABSA
Foord
Investec
Noble Nedgroup
Prescient Seed
BCI
Bridge
IP Management Kruger
Prudential
PSG
ClucasGray Marriott Satrix
Coronation Melville Douglas Sanlam
# All fees are exclusive of VAT # No performance Fees are charged on these funds. Please refer to the fund fact sheets for details # Platform fee is charged at a flat rate of 0,20%
STANLIB Linked Fund Range
Portfolio
ABSA ABSA Absolute Fund ABSA Select Equity Fund
BCI Anchor BCI Global Capital Plus Feeder Fund Anchor BCI Equity Fund Anchor BCI Flexible Income Fund Anchor BCI Global Equity Feeder Fund Anchor BCI Managed Fund Anchor BCI Property Fund Anchor BCI Worldwide Flexible Fund PortfolioMetrix BCI Global Equity Fund PortfolioMetrix BCI Bond Fund of Funds PortfolioMetrix BCI Income Fund of Funds PortfolioMetrix BCI SA Property Fund Visio BCI General Equity Amity BCI Conserver Fund of Funds Amity BCI Flexible Growth Fund of Funds Reitway BCI Global Property Fund Select BCI Worldwide Flexible Fund Plexus Wealth BCI Balanced Fund Plexus Wealth BCI Conservative Fund Plexus Wealth BCI Property Fund
Bridge Bridge Balanced Fund Bridge High Income Fund Bridge Managed Growth Fund Bridge Stable Growth Fund Bridge Equity Growth Income
Class C1 C1
Class A A A A A A A B1 A A A B2 A A C A A A A
Class C C C C C
STANLIB Foord Nedgroup Sanlam
ABSA Investec Noble Seed
BCI
Bridge
IP Management Kruger
Prescient
Prudential
Linked Investments Tax-Free Savings Plan Fund List as at 19 October 2018
ClucasGray Marriott PSG
Coronation Melville Douglas Satrix
Fund Charge (Excl.VAT) 0.85% 1.00%
Fund Charge (Excl.VAT) 0.25% 1.00% 1.00% 0.25% 1.00% 1.25% 1.00% 0.10% 0.10% 0.10% 0.75% 0.75% 1.00% 1.00% 0.95% 1.25% 1.30% 1.30% 1.17%
Fund Charge (Excl.VAT) 1.00% 0.65% 0.75% 0.75% 0,75%
Risk Ratings Conservative to Moderate Aggressive
Risk Ratings Moderate/Aggressive Aggressive Conservative Aggressive Moderate Moderate Moderate/Aggressive Aggressive Aggressive Aggressive Aggressive Aggressive Moderate Moderate Moderate Moderate Moderate Moderate Moderate
Risk Ratings Moderate Conservative Moderate Cautious Aggressive
ClucasGray ClucasGray Equity Fund ClucasGray Equilibrium Fund ClucasGray Future Titans Fund
Coronation Coronation Global Capital Plus (ZAR) Feeder Coronation Global Strategic USD Income [ZAR]Feeder Fund B3 Coronation Jibar Plus Fund Coronation Market Plus Fund Coronation Property Equity
Foord Foord Balanced Fund Foord Equity Fund Foord Flexible Fund of Funds
Investec Investec Cautious Managed Fund Investec Emerging Companies Fund Investec Global Franchise Feeder Fund Investec Global Multi-Asset Income Feeder Fund Investec Worldwide Equity Feeder Fund Investec Diversified Income Investec Opportunity Fund E
IP Management Mi-Plan IP Enhanced Income Fund
Kruger Kruger Ci Balanced Fund of Funds Kruger Ci Prudential Fund of Funds
Marriott Marriott Dividend Growth Fund Marriott Balanced Fund of Funds Marriott International Growth Feeder Fund Marriott International Real Estate Feeder Fund Marriott Property Equity Fund Class Marriott Property Income Fund Marriott Worldwide Flexible Fund of Funds
STANLIB Foord Nedgroup Sanlam
ABSA Investec Noble Seed
BCI
Bridge
IP Management Kruger
Prescient
Prudential
Linked Investments Tax-Free Savings Plan Fund List as at 19 October 2018
ClucasGray Marriott PSG
Coronation Melville Douglas Satrix
Class A1 B2 A3
Class P P P TFI P P
Class B4 B4 B4
Class H H H H H H E
Class A1
Class B1 A
Class C D C C C C D
Fund Charge (Excl.VAT) 0.90% 0.75% 0.90%
Fund Charge (Excl.VAT) 1.10% 0.55% 0.25% 1.20% 1.00%
Fund Charge (Excl.VAT) 1.35% 1.35% 1.35%
Fund Charge (Excl.VAT) 1.00% 1.10% 0.60% 0.60% 1.35% 0.60% 1.00%
Fund Charge (Excl.VAT) 0.86%
Fund Charge (Excl.VAT) 1.00% 1.00%
Fund Charge (Excl.VAT) 0.75% 1,00% 0% 0% 0,75% 0,75% 1,00%
Risk Ratings Aggressive Aggressive Moderate/Aggressive
Risk Ratings Moderately Aggressive Moderately Conservative Conservative Aggressive Moderately Aggressive
Risk Ratings Moderate to Aggressive Aggressive Aggressive
Risk Ratings Conservative to Moderate Aggressive Aggressive Conservative to Moderate Aggressive Moderate Moderate
Risk Ratings Conservative
Risk Ratings Moderate to Aggressive Moderate
Risk Ratings Conservative Moderate Aggressive Aggressive Moderate Moderately Aggressive Aggressive
Melville Douglas Melville Douglas STANLIB High Alpha Fund Melville Douglas STANLIB Dynamic Strategy Fund Melville Douglas STANLIB Bond Fund
Nedgroup Nedgroup Investments Core Guarded Fund Nedgroup Investments Core Diversified Fund Nedgroup Investments Flexible Income Fund Nedgroup Investments Global Flexible Feeder Fund Nedgroup Investments Stable Fund Nedgroup Inv Rainmaker Equity Fund Nedgroup Investments Global Equity Feeder Fund Nedgroup Investments Property
Noble Noble PP STANLIB All Weather Creator Fund of Funds Noble PP STANLIB Balanced Fund of Funds Noble PP STANLIB Flexible Fund Noble PP STANLIB Strategic Income Fund of Funds Noble PP STANLIB Wealth Creator Fund of Funds
Old Mutual Old Mutual Albaraka Equity Fund Old Mutual High Yield Opportunity Fund Old Mutual Global Equity Fund Old Mutual Real Income Fund
Prescient Prescient Income Provider Fund Laurium Flexible Prescient Fund Fairtree Global Smart Beta Prescient Fund Fairtree Smart Beta Prescient Fund
Prudential Prudential Balanced Fund Prudential Enhanced SA Property Tracker Fund Prudential Inflation Plus Fund
PSG PSG Equity Fund
STANLIB Foord Nedgroup Sanlam
ABSA Investec Noble Seed
BCI
Bridge
IP Management Kruger
Prescient
Prudential
Linked Investments Tax-Free Savings Plan Fund List as at 19 October 2018
ClucasGray Marriott PSG
Coronation Melville Douglas Satrix
Class B1 B1 A
Class B B R B2 A2 B2 B2 A1
Class A1 A1 A1 A1 A1
Class B1 B1 B1 B
Class A2 B4 A1 A1
Class B D B
Class F
Fund Charge (Excl.VAT) 1.20% 1.00% 0.75%
Fund Charge (Excl.VAT) 0.35% 0.35% 0.75% 1.10% 0.95% 1.10% 1.50% 0.75%
Fund Charge (Excl.VAT) 1.00% 1.00% 1.00% 1.00% 1.00%
Fund Charge (Excl.VAT) 1.10% 0.85% 1.35% 0.80%
Fund Charge (Excl.VAT) 0.50% 1.00% 0.50% 0.50%
Fund Charge (Excl.VAT) 0.60% 0.55% 0.60%
Fund Charge (Excl.VAT) 1,20%
Risk Ratings Aggressive Moderately Aggressive Moderately Aggressive
Risk Ratings Conservative to Moderate Moderate Conservative to Moderate Moderate to Aggressive Conservative Moderate Moderate to aggressive Moderate to Aggressive
Risk Ratings Moderate to Aggressive Moderate Moderate Conservative to Moderate Moderate
Risk Ratings Moderate to Aggressive Moderate to Aggressive Aggressive Conservative to Moderate
Risk Ratings Conservative to Moderate Conservative Aggressive Aggressive
Risk Ratings Moderate Conservative to Moderate Conservative to Moderate
Risk Ratings
Rezco Rezco Stable Fund Rezco Value Trend Fund Rezco Managed Plus Fund
Satrix Satrix MSCI World Equity Index Fund Satrix Balanced Index Fund Satrix Dividend and Index Fund Satrix Equally Weighted TOP 40 Index Fund Satrix Property Index Fund
Sanlam SIM Balanced Fund SIM Inflation Plus Fund Sanlam Diversified Income Fund of Funds
Seed Seed Balanced Seed Stable Seed Equity Fund
Class T T T
Class B2 B1 B1 B1 B1
Class B3 B4 B3
Class A1 A1 A1
Fund Charge (Excl.VAT) 0.85% 1.05% 1.05%
Fund Charge (Excl.VAT) 0.10% 0.25% 0.45% 0.25% 0.25%
Fund Charge (Excl.VAT) 0.60% 0.60% 0.30%
Fund Charge (Excl.VAT) 1.50% 1.50% 1.00%
Risk Ratings Conservative Moderate Moderate to Aggressive
Risk Ratings Aggressive Aggressive Aggressive Aggressive Aggressive
Risk Ratings Moderate to Aggressive Conservative Aggressive
Risk Ratings Moderately Moderate Moderate to Aggressive
STANLIB Foord Nedgroup Sanlam
ABSA Investec Noble Seed
BCI
Bridge
IP Management Kruger
Prescient
Prudential
Linked Investments Tax-Free Savings Plan Fund List as at 19 October 2018
ClucasGray Marriott PSG
Coronation Melville Douglas Satrix
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related searches
- tax free investments for retirees
- tax free investments 2019
- tax free investments for seniors
- best tax free investments 2018
- 529 college savings plan ohio
- best tax free investments for 2019
- best savings plan for grandchild
- bi weekly savings plan printable
- ohio college savings plan 529
- savings plan calculator
- savings plan formula calculator
- 529 college savings plan blackrock