Saving & Investing

 

Unit Trusts

A unit trust is one of the simplest ways to invest in your future. It is a collective investment, meaning that a number of people pool their money in a fund that then buys and sells shares, cash or bonds on their behalf. A unit trust reduces your risk of investing in the stock market by combining your savings with thousands of others’, and then distributing the money across a variety of shares or diverse types of investment.


What are the benefits?

  • Market-related returns with a lower risk than when investing on your own
  • Experienced investment specialists will manage your money
  • Exposure to a diverse range of investments that you wouldn't be able to obtain on your own
  • Easy access to your money
  • It is a relatively low-cost investment

How much do I need to invest?

  • Monthly debit order investments from R100 month
  • Lump sum (amount) investments from R1 000

 

Low risk funds

Fund Name

Fund Category

Minimum Investments

Fact Sheet

Absa Money Market Fund Fixed interest Lump sum: R100 000
Debit order: R1 000pm
Absa Money Market Fund
Absa Income Enhancer Fund Fixed interest Lump sum: R2 000
Debit order: R200pm
Absa Income Enhancer Fund
Low to medium risk funds

Fund Name

Fund Category

Minimum Investments

Fact Sheet

Absa Absolute Fund Asset allocation Lump sum:R2 000
Debit order: R200pm
Absa Absolute Fund
Absa Bond Fund Fixed interest Lump sum: R2 000
Debit order: R200pm
Absa Bond Fund
Absa Inflation Beater Fund Asset allocation Lump sum: R1 000
Debit order: R100pm
Absa Inflation Beater Fund
Absa Managed CPI +3% Fund of Funds Asset allocation Lump sum: R2 000
Debit order: R200pm
Absa Managed CPI +3% Fund of Funds
Absa Managed CPI +4% Fund of Funds Asset allocation Lump sum: R2 000
Debit order: R200pm
Absa Managed CPI +4% Fund of Funds
Absa Multi Managed Bond Fund Interest Bearing - Variable Term
Bonds
Lump sum:R2 000
Debit order: R200pm
Absa Multi Managed Bond Fund
Absa Opportunity Income Fund of Funds Minimum investment- Lump sum: R2000 Debit order: R200pm Absa Opportunity Income Fund of Funds
Medium risk funds

Fund Name

Fund Category

Minimum Investments

Fact Sheet

Absa Managed CPI+5% Fund of Funds Asset Allocation Lump sum: R2 000
Debit order: R200pm
Absa Managed CPI+5% Fund of Funds
Absa Prudential Fund of Funds Asset Allocation Lump sum: R2 000
Debit order: R200pm
Absa Prudential Fund of Funds
Absa Balanced Fund Asset Allocation Lump sum: R2 000
Debit order: R200pm
Absa Balanced Fund
Medium to high risk funds

Fund Name

Fund Category

Minimum Investments

Fact Sheet

Absa Managed CPI +6% Fund of Funds Asset allocation Lump sum: R2 000
Debit order: R200pm
Absa Managed CPI +6% Fund of Funds
Absa Managed Fund Asset allocation Lump sum: R2 000
Debit order: R200pm
Absa Managed Fund
Absa Property Equity Fund Equity Lump sum: R2 000
Debit order: R200pm
Absa Property Equity Fund
High risk funds

Fund Name

Fund Category

Minimum Investments

Fact Sheet

Absa Africa Equity Fund Equity Lump sum: R2 000
Debit order: R200pm
Absa Africa Equity Fund
Absa International Fund Offshore Lump sum: R2 000
Debit order: R200pm
Absa International Fund
Absa Large Cap Fund Equity Lump sum: R2 000
Debit order: R200pm
Absa Large Cap Fund
Absa Select Equity Equity Lump sum: R2 000
Debit order: R200pm
Absa Select Equity
Offshore funds

Fund Name

Fund Rating

Minimum Investments

Fact Sheet

Absa Euro Income Fund Low to medium risk Lump sum: R2 000
Debit order: R200pm
Absa Euro Income Fund
Absa International Fund High Lump sum: R2 000
Debit order: R200pm
Absa International Fund
Absa Pound Sterling Income Fund Low to medium risk Lump sum: R2 000
Debit order: R200pm
Absa Pound Sterling Income Fund
Absa US Dollar Income Fund Low to medium risk Lump sum: R2 000
Debit order: R200pm
Absa US Dollar Income Fund
Linked Investments

Linked Investments enable you to invest across a wide range of collective investment schemes offered by different fund management companies, on a single investment administration platform. Investments are made via discretionary and retirement products such as investment accounts, retirement annuities and living annuities.

What are the advantages?

  • A single view of your investment portfolio
  • Regular and consolidated investment reporting to keep you up to date with your investments
  • No penalties relating to stopping your contributions to your retirement annuity fund
  • A wide range of tailor-made investment portfolios
  • Easy-to-understand investment solutions
  • Flexible investment terms

How to qualify:

  • You need to meet the minimum lump sum investment amount of R50 000 or be able to afford the monthly debit order of R500 for each fund before you can invest


Online Application
Complete a secure application form online





Contact Unit Trusts
Contact Linked Investments
Useful Tools & Calculators
 
                           


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