Moonstone Investment Rates Report
Updated: 09-December-2024 Valid until: 13-December-2024
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | 8 | R 133 318.33 | 5.920% | R1 334 757.37 | 5.945% |
1Life | L | 8 | R 132 752.89 | 5.830% | R1 330 667.85 | 5.880% | |
Discovery | G | 3.5 | 8 | R 129 175.26 | 5.253% | R1 325 423.34 | 5.796% |
NEDgroup LIFE* | L | 8 | R 126 176.20 | 4.760% | R1 283 591.29 | 5.120% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | 8 | R 135 344.41 | 6.240% | R1 355 037.25 | 6.265% |
1Life | L | 8 | R 135 217.06 | 6.220% | R1 354 718.49 | 6.260% | |
Discovery | G | 3.5 | 8 | R 131 617.01 | 5.648% | R1 349 840.91 | 6.183% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 778.64 | - | - |
Assupol (annuity) | R 3 236.48 | R 4 689.22 | R 4 331.06 |
Momentum | R 3 185.31 | R 4 616.08 | R 4 271.07 |
Metropolitan* | R 3 103.89 | R 4 542.68 | R 4 109.33 |
Discovery | R 2 962.84 | R 4 269.38 | R 3 998.62 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 937.62 | R 270.95 | R 1 666.67 | 13.984% |
Metropolitan* | R 1 860.79 | R 194.12 | R 1 666.67 | 10.432% |
Institution | NatureSecurity | CAR Ratio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Discovery* | G | 3.5 | 5 | R 429.91 | R 26.40 | R 4 788.90 | R 587.57 |
Clientele life* | G | 2.43 | 5 | R 473.32 | R 62.11 | R 4 753.72 | R 626.30 |
NEDgroup LIFE* | L | 5 | R 384.35 | R 23.38 | R 4 123.57 | R 280.12 |
Institution | NatureSecurity | CAR Ratio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Discovery* | G | 3.5 | 5 | R 456.64 | R 30.69 | R 5 052.66 | R 629.93 |
Clientele life* | G | 2.43 | 5 | R 494.65 | R 67.56 | R 4 967.04 | R 680.91 |
Institute | Annuity code | Metropolitan | Metquote Codes : BECDE C02CD B66F7 001F2 | Metropolitan | Metquote Codes : A77E9 5548E 466A2 F03B9 | Metropolitan* | Metquote Codes : B2653 37D35 8632C E0270 |
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