LISTED PROPERTY AND TAX FREE SAVINGS
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        LISTED PROPERTY AND TAX FREE SAVINGS

  Prescient Asset Management   Q3 of 2023 | 2 years ago

In South Africa several types of savings vehicles exist to provide individual investors with access to financial markets, subject to that savings wrappers’ specific restrictions. In this article we examine the benefit of including Listed Property in a Tax-Free Savings Account (“TFSA”) over other asset classes given the current market environment.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

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Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.