Invest for your goals | Unit Trusts

Helping you to
achieve your goalsHaving a goal is the first step to successful investing. Whether yours is to travel
or retire comfortably, we have a unit trust to suit your needs and timeframes.

individual your goals

A solution for every investor, for every stage of life

The Investment Series is a core range of funds, handpicked to meet the diverse needs of investors. Whether you’re looking to purchase a new home, further your studies or travel the world, we can help you make it real.

Let's talk Share your details and we'll get in touch as soon as possible.

Ready to Save2gether?

Share your company details and we'll be in touch.

1. Is your business registered in South Africa with proper business registration documents?

YES, my business is officially registered in SA
NO, my business is not officially registered (in other words it is an informal business)
NO, my business is only registered in another country, not SA

2. Do you have more than 5 and less than 100 employees in your business?

YES, I have between 5 and 100 employees
NO, I have less than 5 employees
NO, I have more than 100 employees

3. How long has your business been in operation?

Less than 3 years
More than 3 years

4. Do you own and manage (run) the business?

YES, the business is owner managed
NO, the business is owned and managed/run by different people

5. What is your business registered as?

Sole Proprietor
Close Corporation
Private Company OR
Other (eg. Partnership, Trust, NGO)

6. Do you already have a company retirement fund for your employees?

Please fill in your contact details below and click submit.

_{*All fields are mandatory.}

VIEW ALL GOALS

Your Goals

VIEW ALL SOLUTIONS

Our Solutions

VIEW ALL FUNDS

Our Funds