Reach your investment goals faster with your

STANLIB Tax-Free Savings Account

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To set up your tax-free savings account you’ll need

Your South African ID document

You need to be a South African citizen to invest in a South African tax-free savings account

Income tax number

Your personal income tax number is required to ensure that you do not exceed the maximum amount in your STANLIB tax-free savings account

Banking details

So you can set up a debit order or make a lump sum investment

Let’s get started

How much do you want to invest?

Did you know, as a Tax-Free Savings Account Client you can invest a total of R33 000 per year. This amount remains the same regardless of the number of Tax-Free accounts you have, any amount over this will attract additional tax.

Please select a period under 80 years Please select a period over 1 year
Please provide a valid round number Maximum R33 000 Minimum R5 000
This will be deducted from your account within 48 hours
Please provide a valid round number Maximum R2 750 Minimum R500

Maximum combined investment may not exceed R33 000 per annum

Please insert either a lump sum, debit order or both.

Projected returns

Values are determined using projections based on assumptions about uncertain future returns and are not guaranteed. Tax saving is based on a balanced asset allocation and a 36% tax rate.

The above information is intended to be for information purposes only and should not be construed as advice contemplated in the FAIS Act. Should you require financial advice, we encourage you to appoint a Financial Adviser. The default fund is solely based on time horizon selected based on our fund objectives.

 

Total investment value:

Total returns:

Total contributions:

Tax benefit:

Total years of contribution:

Fund

Low Equity Balanced Index Fund of Funds

Suitable Time Horizon 3+ years

All Bonds Index Fund

Suitable Time Horizon 5+ years

High Equity Balanced Index Fund of Funds

Suitable Time Horizon 5+ years

Inflation Linked Bond Index Fund

Suitable Time Horizon 5+ years

ALSI 40 Index Fund

Suitable Time Horizon 7+ years

Capped Property Index Fund

Suitable Time Horizon 7+ years

Index Fund

Suitable Time Horizon 7+ years

Momentum Index Fund

Suitable Time Horizon 7+ years

Quality and Growth Index Fund

Suitable Time Horizon 7+ years

Value Index Fund

Suitable Time Horizon 7+ years

Global Government Bond Index Feeder Fund

Suitable Time Horizon 7+ years

Global REIT Index Feeder Fund

Suitable Time Horizon 7+ years

MSCI World Index Feeder Fund

Suitable Time Horizon 7+ years

S&P 500 Index Feeder Fund

Suitable Time Horizon 7+ years

S&P 500 Info Tech Index Feeder Fund

Suitable Time Horizon 7+ years

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Funds

Low Equity Balanced Index Fund of Funds

Suitable Time Horizon 3+ years

Low Equity Balanced Index Fund of Funds

A diversified fund with a low equity exposure.

All Bonds Index Fund

Suitable Time Horizon 5+ years

All Bonds Index Fund

Tracks a composite bond index that represents the top 20 vanilla bonds from across a range of maturities in the South African market.

High Equity Balanced Index Fund of Funds

Suitable Time Horizon 5+ years

High Equity Balanced Index Fund of Funds

A diversified fund with a high equity exposure.

Inflation Linked Bond Index Fund

Suitable Time Horizon 5+ years

Inflation Linked Bond Index Fund

Tracks an index of inflation-linked bonds that are issued by the Republic of South Africa.

ALSI 40 Index Fund

Suitable Time Horizon 7+ years

ALSI 40 Index Fund

Tracks the 40 largest companies by market capitalisation, listed on the JSE.

Capped Property Index Fund

Suitable Time Horizon 7+ years

Capped Property Index Fund

Tracks an index of the top 20 liquid property companies by market capitalisation on the JSE.

Index Fund

Suitable Time Horizon 7+ years

Index Fund

This fund tracks the Shareholder Weighted All Share Index, which is an equity index of large, mid and small-sized companies that are listed on the JSE.

Momentum Index Fund

Suitable Time Horizon 7+ years

Momentum Index Fund

Tracks a customised sector neutral momentum index that targets stocks with strong recent performance.

Quality and Growth Index Fund

Suitable Time Horizon 7+ years

Quality and Growth Index Fund

Tracks a customised sector neutral growth and quality index that targets stocks with high growth and high profitability.

Value Index Fund

Suitable Time Horizon 7+ years

Value Index Fund

Fund description: This fund tracks a customised sector neutral value index that targets stocks that are cheap relative to their fundamental value.

Global Government Bond Index Feeder Fund

Suitable Time Horizon 7+ years

Global Government Bond Index Feeder Fund

This fund tracks the FTSE G7 Government Bond Index. Investors in the fund will have exposure to a broad range of G7 government bonds (Canada, France, Germany, Italy, Japan, UK and the US).

Global REIT Index Feeder Fund

Suitable Time Horizon 7+ years

Global REIT Index Feeder Fund

This fund tracks the FTSE EPRA/NAREIT Global REIT Index. Investors in this fund will have exposure to a broad index of listed property companies and real estate investment trusts across developed and emerging markets.

MSCI World Index Feeder Fund

Suitable Time Horizon 7+ years

MSCI World Index Feeder Fund

This fund tracks the MSCI World Index. Investors in this fund have exposure to a diversified global representation covering 23 countries and over 1 600 companies.

S&P 500 Index Feeder Fund

Suitable Time Horizon 7+ years

S&P 500 Index Feeder Fund

This fund tracks the S&P500 Index. Investors in this fund will have broad exposure to the US large cap equity market.

S&P 500 Info Tech Index Feeder Fund

Suitable Time Horizon 7+ years

S&P 500 Info Tech Index Feeder Fund

This fund tracks the S&P500 Info Tech Index. Investors in this fund have targeted exposure to some of the biggest names in the technology industry based in the US.

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