Investment Products
Fairbairn Capital offers investors a range of tax efficient investment products that offer access to a spread of underlying investment funds.
Products that are structured to achieve capital growth are ideal either as long-term components of your investment portfolio or, to help you invest towards a goal over a specified term.
There are a number of products in which you can save or invest your money. Each product is structured to meet a selection of investment needs.
Why invest?
Simply saving your money in a bank account is not enough because inflation will erode the buying power of your cash. You need to find a way to ensure that you expose your money the growth potential inherent in the markets in order to secure your future financial stability.
Advice
Because investing is key to your future security, access to the best information and practical advice is invaluable.
We therefore encourage you to contact your Old Mutual financial adviser or your broker to help you structure and maintain your personalised investment plan.
Your adviser will conduct a regular assessment of your changing financial circumstances and help you to ensure that your investment plan remains on track to deliver in line with your personal financial goals.
Investing for Growth
A wide range of investment options that you can combine in whatever way best suits your capital growth objectives, while managing risk by spreading your investment across various markets, sectors and asset classes.
Fairbairn Capital Investment Plan
If you have R100 000.00 or more to invest in a unit trust-based portfolio, but require the guidance of an adviser, consider the Fairbairn Capital Investment Plan.
One of the most flexible and versatile investment products on the market this is a "must have" investment if you want instant liquidity and the benefit of access to a selection South African unit trust funds.
Fairbairn Capital Investment Plan Namibia (previously Galaxy Investment Plan)
If you have R50 000.00 or more to invest in a unit trust-based portfolio, but require the guidance of an adviser, consider the Galaxy Investment Plan.
One of the most flexible and versatile investment products on the market this is a "must have" investment if you want instant liquidity and the benefit of access to a selection South African unit trust funds.
Fairbairn Capital Life Wrapped Investment Plan
The Fairbairn Capital Life Wrapped Investment Plan is a potentially tax efficient, flexible investment vehicle suitable for the purpose of growing after-tax investable capital via a lump sum and/or scheduled investment basis. Investors enjoy the benefits of a life wrapper, which equates to investor freedom and since returns are taxed within the life policy, net of tax returns can be enhanced. Investors also enjoy the flexibility of a comprehensive range of investment opportunities, which span the entire investment spectrum, including guarantees, which can be combined to suit an investor's personal investment risk profile.
Investment Frontiers Capital Portfolio
For a lump sum of R100 000.00 or a monthly premium of R5 000.00, this portfolio is ideal for the focused investor who is willing to take a longer-term view.
Designed to protect and grow your money in a tax-efficient and flexible way, the Investment Frontiers Capital Portfolio is also a perfect way to ensure the financial security of your family and dependants in the event of your death.
Investing for Income
The combination of a wide range of investment options for growth and an annuity is an excellent way to receive a guaranteed, regular income while still enjoying the potential to grow your money.
Investment Frontiers Income Portfolio
The Investment Frontiers Income Portfolio offers you flexibility and investment choice combined with the income security offered by a term certain annuity. This is ideal for investors who want market exposure but also require an income.