Investment options

Tax Free Savings Account (TFSA)

The National Treasury has recently announced the introduction of tax-free investing for all South Africans, in a bid to encourage personal savings. Whether you are young or old, start investing today.

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Equity Portfolio

Our portfolios are constructed using a core and satellite methodology. The core holdings are designed to generate market related growth. Our satellite holdings are intended to generate alpha, which is outperformance of the market.

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Trading Portfolio

Our trading portfolios are structured to take advantage of short-term periods of undervaluation in our preferred universe of large-capitalisation JSE-listed companies, using contracts for difference (CFDs).

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Unit Trust

MyWealth Investment has selected preferred Asset Managers to partner with to provide superior investment opportunity for our clients who wish to invest on a monthly basis, or who currently own unit trusts.

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