Our Flexible Investment Plans allow you to save for short, medium and long-term life goals while providing you immediate access to your funds for those unexpected life events.
At Discovery Invest we now offer five types of market-leading Flexible Investment Plans:
- The Classic Flexible Investment Plan is a comprehensive, long-term, lump sum investment product with unique built-in performance protection that will boost your investment if your funds perform poorly.
- The Essential Flexible Investment Plan is a medium-term lump sum investment for someone with a horizon and seeking one of the lowest fee structures in the market.
- The Core Flexible Investment Plan gives you access to a broad range of investment funds, as well as complete access to all your money, all the time.
- The Recurring Flexible Investment Plan is a recurring investment product that allows you to make regular contributions, choose from the full range of investment funds and gives you access to your money at all times.
- The Tax Free Flexible Investment Plan is a lump sum and a recurring investment product where your investment gains will be tax free.
Why choose the Classic Flexible Investment Plan?
Under the Classic Flexible Investment Plan you receive an immediate boost to your investment amount called the Classic Performance Protector Fund, which is equivalent to 10% on all qualifying Discovery Funds and 7.5% on other funds. The Classic Performance Protector Fund grows at a guaranteed rate of 6% a year.
For the full detail of this product please refer to the brochure or contact your financial adviser.