With nearly 2,000 unit trust funds in which you can invest your money in in South Africa, how does one choose which fund will help you save enough money for retirement, or for a specific goal such as a deposit on a house?
The answer is a new trend in the investment environment called SOLUTION FUNDS or model portfolios. These funds have a specific goal which they want to achieve, for example a percentage growth above the inflation rate over the medium or long-term or to have a specific risk profile. The fund managers then invest in a combination of unit trust funds to try and achieve the objective of the fund – this means you don’t need to fret about putting a portfolio together from the thousands of available funds.
How we can help
We have combined forces with some of the country’s best fund managers and created a range of funds to help our clients achieve any of their medium or long-term investment goals. But to make it even easier to invest, we use an app that allows us to with a few steps determine the most appropriate funds for your circumstances – thereby taking the guess work out of investing. And all of this comes at a very good price.