Discovery Invest current offers

Our investment plans are designed to reward you for investing longer, investing more and living well through our investment boosts. Our new current offers significantly enhance these rewards for a limited time and opens up even more investment opportunities - helping you achieve your investment goals.

Get a higher boost of up to 27.5% and invest it offshore

Our retirement plans reward you for investing more and investing longer with investment boosts of up to 20%. With our current offer, you can get rewarded with an extra boost of up to 7.5%, giving you a total upfront boost of up to 27.5% on your retirement savings.

You can enhance your offshore exposure by linking your boosts to a list of global funds managed by BlackRock.

Minimum investment amounts
If you're under the age of 30: R5 000
If you're over the age of 30: R60 000

Valid from 18 October 2021 to 24 February 2022

The Discovery European Credit Opportunities Fund: Targeting returns of 7% per year in euros, over seven years.*

This fund offers you exclusive access to European private credit investments - a first for SA retail investors - as well as public credit investments in European and other global markets. The fund is available on the Discovery local Endowment and aims to generate returns* in euros of 7% per year, over seven years.

*Net of fees and taxes. Capital and targeted returns are not guaranteed. Product rules, Ts & Cs apply. An authorised FSP.

Minimum investment amount
R200 000

Valid from 18 October 2021 to 24 January 2022

You can get 10% more income in retirement for two years

The Discovery Fixed Annuity gives you guaranteed income in retirement, for the rest of your life - now that's peace of mind. With our current offer, you can get up to 10% more income in retirement for the first two years. This benefit is an addition to your guaranteed annuity income amount.

With this unique benefit, you can enjoy a long, happy life in retirement, with the wealth to enjoy it.

Minimum investment amount
R60 000

Valid from 18 October 2021 to 24 January 2022

Grow your retirement savings with an enhanced boost of up to 25% on extra contributions

Our retirement plans reward you for investing more with a boost of up to 20% to extra contributions. With our current offer, you can get an enhanced boost of up to 25% when you make extra contributions to Discovery funds in your lump-sum Retirement Annuity. If you have a Purple Retirement Annuity, you can get rewarded with a higher boost of up to 30% on qualifying Discovery funds.

Valid from 18 October 2021 to 24 February 2022

Speak to your financial adviser today to take advantage of these current offers.

This document is meant only as information and should not be taken as financial advice. For tailored financial advice, please contact your financial adviser. Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life insurance products are underwritten by Discovery Life Limited, registration number 1966/003901/06, a licensed life insurer and an authorised financial service provider and registered credit provider, NCR Reg No NCRCP3555. All boosts are offered through the insurer, Discovery Life Limited. The insurer reserves the right to review and change the qualifying requirements for boosts at any time. Product rules, terms and conditions apply.

Growth, conditional downside protection or any other resulting return is before the effect of advice fees, Discovery admin fees and taxes, where applicable. These fees and taxes will affect the final return.

The downside protection falls away if the global portfolio falls by more than 30% from its initial level at any point during the five-year investment period.

Please note that the boost will not apply to the Discovery Capital 200+ Fund if your client's investment was previously in funds that did not qualify. The full boost pays out over 10 years, with a portion payable after five years. Please see the Endowment Plan fact file for the full terms and conditions of the boost.

The growth of 100% over five years, before the effect of fees and taxes, represents the return of the Discovery Capital 200+ as a fund within the Endowment Planand is; therefore, before the effect of any Discovery admin fees, and initial and ongoing financial adviser fees, if they apply. The figures are approximate. The final terms depend on the market conditions on the date of trade.

Investors are also subject to any default risk or restructure of the issuer, BNP Paribas Arbitrage Issuance B.V., and the guarantor, BNP Paribas SA.

The Discovery European Credit Opportunities Fund is not a unit trust. Therefore, this fund is not regulated by the Collective Investment Schemes Control Act 45 of 2002.

Potential investors should note that, by purchasing any product described in this document, they will be purchasing from Discovery Life as principal and not as agent for Ninety One SA (Pty) Ltd or any of its affiliates.

 
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