Investment Services
We offer a wide range of investment and annuity products, catering for both pre-retirement and post-retirement investment needs.
Our investment product range includes market-linked as well as capital protection products.
In addition to our multi-faceted product range, we also pride ourselves on our ability and willingness to offer customised solutions that meet our clients’ needs.
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Represents products affected by market trends |
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Represents regular investment increases |
Capital Protection Products |
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| Multi Manager Secure Growth Fund -Global | ||
| Protected Growth Fund | ||
| Multi Manager Smooth Growth Fund - Local | ||
| Multi Manager Smooth Growth Fund - Global | ||
| Smooth Growth Fund Local & Global | ||
Market Linked Products |
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| Money Marketing Fund | |
Low |
| Fixed Interest Fund | |
Low to moderate |
| Absolute Return Fund | |
Low to moderate |
| Medical Aid Provider Fund | |
Low to moderate |
| Kagiso Balanced Fund | |
Moderate |
| Global Managed Fund | |
Moderate |
| Metropolitan Prism Fund | |
Moderate |
| African Wealth Creator Fund | |
Moderate to high |
| Optimum Growth Fund | |
Moderate to high |
| Lifestage Solution Series | includes: Aggressive Fund, Moderate Fund, Conservative Fund, Cash Fund. | |
Annuity Products |
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| Golden Growth Annuity | |
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| Linked Growth Inflation Annuity | |
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| Golden Income With-Profit Annuity | |
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