Investing with us
You can invest in unit trusts for all your financial goals, from saving for longer-term needs, to meeting your shorter-term objectives.
To benefit from our investment expertise, you need a minimum of just R500 a month. If you don’t want to invest monthly, you can start with a single lump sum of R20 000 or more.
You can invest directly into our unit trusts, or invest in unit trusts via one of our investment products that suit your needs and circumstances.
You can save for your retirement using our retirement annuity. A retirement annuity gives you tax savings and a measure of protection, but comes with some restrictions. You cannot access your money until you retire.
If you are investing for the long term, or you are already paying income or capital gains tax on existing investments, our tax-free investment account allows you to benefit from tax savings on your investment return and can be used for estate planning.
You can transfer your existing retirement savings from an employer’s retirement fund (or from another retirement fund) to one of our preservation funds. Although you cannot continue contributing, you keep the tax benefits of your original fund and your investment return is not taxed.
You can invest your retirement savings and draw an income with our living annuity. You can choose how much income to draw, within the legal limits, and you can change your income amount or frequency of your payments every year.
You can set up an efficient retirement savings solution for you and your employees with the Allan Gray Group Retirement Annuity system. Individual unit trust-based retirement annuities are managed on a group basis, with minimal administration requirements for you, while your employees get all the benefits of having their own retirement annuity, including tax advantages, control of their investment choices, flexibility and portability.