Our Guaranteed Return Plans are five-year investment plans that give you peace of mind from knowing exactly what your investment will be worth at the end of the five-year period. You can choose from two Guaranteed Return Plans: the Guaranteed Growth Plan and the Guaranteed Income Plan. These are low-risk investments that are well-suited for volatile times.
No matter what happens to the markets, you will get your guaranteed return on your lump-sum contribution after the five-year investment term.
At a glance
Investment term

Five years
Minimum investment amounts
R60 000
Fees that apply
Financial adviser fees
Your financial adviser can charge initial and ongoing advice fees.Please contact your financial adviser for a detailed quote on fees.
Tax
The following applies to you:
Fact File
Read the relevant Fact File for details of:
Contact your financial adviser for more information
Investment guarantees
Guaranteed regular income for five years
Read our brochure for more information.
This plan provides you with a guaranteed return and a guaranteed regular income on your investment for five years.
At a glance
Fees
Financial adviser fees
Your financial adviser can charge initial and ongoing advice fees.Please contact your financial adviser for a detailed quote on fees.
Fact File
Read the relevant Fact File for details of:
Contact your financial adviser for more information
Minimum investment amounts
R60 000
Tax
The following applies to you:
Investment term

Five years
Investment guarantees
Guaranteed regular income for five years
Read our brochure for more information.