Investing for Income

Certain investments, like income funds, offer you the best of both worlds – income generation plus exposure to the growth potential of the markets. These types of investments are suitable for all life stages from your early working years right through to supplementing your retirement income.

INCOME INVESTMENT OPTIONS

MAX INCOME

Max Income is an innovative income solution that is simple to understand and flexible enough to be tailored to suit your personal needs. It offers the choice of a guaranteed income for a fixed term or for life. You can also choose between a single and a joint income. This is an ideal income-generating product if you have
R10 000.00 or more to invest. 
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GALAXY INVESTMENT PLAN

The Galaxy Investment Plan is aimed at investors who want a unit trust-based investment portfolio that focuses on potential capital growth. 
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IFRONTIERS INCOME PORTFOLIO

If you have R100 000.00 plus to invest, this combination of a term-certain annuity and the iFrontiers Capital Portfolio offers a tax-efficient investment that aims to generate an income while offering exposure to market-related growth potential. 
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OLD MUTUAL UNIT TRUSTS

Old Mutual Unit Trusts offers investors expertly managed funds to suit a variety of investment and savings needs. These funds can be accessed via accredited financial advisers and brokers or directly.

Minimums required range from R500 per month to R10 000 lump sum.