Linked Investments

Saving for your future with a Linked Investment

When you invest your money through a linked investment, you can expose it to growth assets like shares, which are essential in producing inflation-beating investment returns.

By giving your money time to grow you can also benefit from the power of compound growth.

The benefits you get

  • Contributions – you make regular contributions and can add lump-sum contributions at the start of your investment or any time during the term.
  • Tax efficiency – you are liable for any applicable tax in your personal capacity.
  • Flexibility – should you experience financial difficulty, you can skip up to 4 monthly contributions during the term of your investment by making use of contribution holidays. If you are not ready after 4 months, you can reduce or stop your contribution without a significant impact on your investment value at the time. But you should try and resume making contributions as soon as possible.
  • Access to financial markets – you can select from a range of investment funds that are managed by leading South African fund managers.

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