How it works

The three simple steps towards investing

Step 1 - Choose a product

To find a product that suits your needs, think about the following factors:

  • Your objective: Why are you investing?
  • Your time horizon: How long do you want to invest for?
  • Tax efficiency: How do current tax laws apply to your situation?

Step 2 - Choose funds

Choose funds that match your investment strategy and your risk profile. Discovery Invest offers major fund categories:

  • Single-manager funds
  • Multi-manager funds
  • Special purpose funds
  • An investment fund with your retirement in mind
  • Investment funds with an embedded guarantee
  • External Funds
  • Offshore funds

Step 3 - Get more value

If you have a Discovery LIFE PLAN and you are a Vitality member, you can boost your Discovery benefits. Take advantage of these benefits from our two Integrators:

  • Significantly lower fees
  • An immediate upfront boost to your investment
  • A boost in retirement income if you become ill or disabled
  • Retirement savings that last your whole life
  • Protection against poor performance while in retirement