Updated: 21-June-2021 Valid until: 25-June-2021
Participation Bonds
Company | Product | Nominal Rate | Five-Year Rate on Maturity | Min Inv Amount | Initial Charges | Management Cost |
---|---|---|---|---|---|---|
Fedgroup Secured Investment | Growth Option | 7.6% | 9.21% * | R 5 000 | 0.00% | 0.00% |
Fedgroup Secured Investment | Income Option | 7.6% | Varies, based on income paid out | R 5 000 | 0.00% | 0.00% |
Fedgroup Secured Investment | Tax-Free Option | 4.25% | Varies, based on investment term | R 500 | 0.00% | 0.00% |
* The rate is based on a five-year investment calculated at a fixed nominal rate of 7.6% p.a.
Company | Effect Rate | Initial charges | Min Inv Amount | Management cost |
---|---|---|---|---|
Cadiz | 4.670% | 0.000% | R 20 000.00 | 0.290% |
Allan Gray | 4.200% | 0.000% | R 20 000.00 | 0.290% |
Coronation | 4.010% | 0.000% | R 10 000.00 | 0.250% |
Nedbank | 3.890% | 0.000% | R 10 000.00 | 0.570% |
PSG | 3.750% | 0.000% | R 25 000.00 | 0.570% |
SYmmETRY | 3.750% | 0.000% | R 10 000.00 | 0.570% |
Old Mutual Unit Trust | 3.720% | 0.000% | R 10 000.00 | 0.570% |
Prudential | 3.680% | 0.000% | R 50 000.00 | 0.400% |
Absa* | 3.560% | 0.400% | R 100 000.00 | 0.570% |