The STANLIB Extra Income Fund | Standard Bank
A low-risk income-generating fund primarily focused on South African fixed-interest markets, with a minimum 6-month investment period.
R
500
Monthly investment
NA
*
Targeted return
Conservative
Risk profile
Short term
Investment horizon
*
*Or a R5000 lump sum <br />**Over a rolling 6-month period
What you can get with us
Goal-based
A conservative fund that allows for goal-based investments to meet your short- to medium-term financial milestones
Quarterly income
Suited to investors interested in quarterly income with the aim of generating returns typically higher than money market funds
Conservative risk
With a more conservative risk, this fund invests in fixed income assets
Choose an investment period
Choose between an investment period of a minimum of 1 year to a maximum of 7 years
What you get
- A well-diversified investment
- A solution suited to short-term investment goals
- A low-risk investment opportunity
Access to a conservative fund that:
- Aims to generate an equitable level of current income
- Aims to safeguard the stability of the capital invested
- Invests in a range of fixed income assets including, but not limited to, debenture bonds, cash and preference shares
*Please refer to the STANLIB Extra Income Fund fact sheet for details on the fund itself and risks that could affect your investment.
What it costs
- See minimum disclosure document for details on annual service fees
- The annual service fee excludes advisory fees agreed between you and your advisor
- A minimum investment requirement of R500 per month, or a minimum lump sum of R5 000
- Annual service fees apply. Please refer to the relevant disclosure fee document for more information
- The annual service fees exclude the fees arranged between you and your financial advisor
What you’ll need
- A copy of your SA ID (or passport if not a South African citizen) *
- Proof of residence not older than 3 months
-
What you get
-
What it costs
-
What you’ll need
- A well-diversified investment
- A solution suited to short-term investment goals
- A low-risk investment opportunity
Access to a conservative fund that:
- Aims to generate an equitable level of current income
- Aims to safeguard the stability of the capital invested
- Invests in a range of fixed income assets including, but not limited to, debenture bonds, cash and preference shares
*Please refer to the STANLIB Extra Income Fund fact sheet for details on the fund itself and risks that could affect your investment.
- See minimum disclosure document for details on annual service fees
- The annual service fee excludes advisory fees agreed between you and your advisor
- A minimum investment requirement of R500 per month, or a minimum lump sum of R5 000
- Annual service fees apply. Please refer to the relevant disclosure fee document for more information
- The annual service fees exclude the fees arranged between you and your financial advisor
- A copy of your SA ID (or passport if not a South African citizen) *
- Proof of residence not older than 3 months