Investment Management

ADVISERS

Excellence powered by people, performance and capabilities

At the core of everything we do is our commitment to the people we serve. Not numbers, but individuals who deserve the very best skills, knowledge and insights to aid their journey to the exceptional. Absa Investments provide you with innovative solutions to assist you and your clients in the construction of goal-driven investment portfolios.

Adviser resources

Product brochures

Product brochure

Absa Cash Invest Tracker

Absa Personal Share Portfolio

Absa Tax Free Investment Account

Absa Retirement Annuity

Absa Investment Account

Absa Living Annuity

Absa Linked Endowment

Absa Preservation Fund

Absa Islamic Investment Plan

Absa Linked Endowment

Absa Defined Outcome

Absa Assured Outcome

Enhanced Outcome for Entities

Protected Outcome Income Policy

Enhanced Outcome for Individuals

Ensured Outcome for Individuals

All Absa Investments funds are structured in accordance with Regulation 28. This protects investors from overexposure to high risk assets, and ensures that portfolios are optimally diversified - More info.

Personal Share Portfolio

Absa Mandate and Supporting Documentation
Absa Personal Portfolio – Accumulation	Equity Portfolio
Absa Personal Portfolio – Growth	Property Equity Portfolio
Absa Personal Portfolio – Preserver	Quattro Portfolio
Balanced Portfolio	PSP Fund Lists and Fees
Mandate	Global Equity Portfolio(ETN)
Global Equity Portfolio	Legacy Preservation Income PSP
Quattro Plus Portfolio
Investec Mandate and Supporting Documentation
Investec Listed Property Portfolio	Investec Progressive Yield Portfolio
Investec Long Term Growth Portfolio	Investec Retirement Medium Equity Portfolio
Investec Mandate	Investec Retirement Low Equity Portfolio
Investec Opportunities Portfolio	Investec Retirement High Equity Portfolio
PSP Fund Lists and Fees
Efficient Mandate and Supporting Documentation
EFPC Local House View	SACS Mandate AIMS and Efficient
EFPC Reg 28 Share Portfolio	PSP Fund Lists and Fees
Sanlam Mandate and Supporting Documentation
SPW Mandate	Sanlam Terms and Conditions
Sanlam Balanced with Offshore Unit Trusts	Sanlam Conservative Balanced with Offshore Unit Trusts
Sanlam Dividend Income	Sanlam Moderate Balanced with Offshore Unit Trusts
Sanlam SPW Equity	Sanlam Worldwide Equity with Offshore Unit Trusts
PSP Fund Lists and Fees
Adviceworx Mandate and Support Documentation
Adviceworx Aggressive Balanced Portfolio	Adviceworx Declaration of Customer Information for Trusts
Adviceworx Client Mandate	Adviceworx Equity Income Portfolio
Adviceworx Conservative Balanced Portfolio	Adviceworx Moderate Aggressive Balanced Portfolio
Adviceworx Core Equity Portfolio	Adviceworx Moderate Balanced Portfolio
Adviceworx Declaration of Customer Information for Individuals Natural Persons	Adviceworx Portfolio Manager Details and Representative Letter of Authority
Adviceworx Declaration of Customer Information for Legal Entity	PSP Fund Lists and Fees
Sasfin Mandate and Supporting Documentation
SasSec Investment Selection Form	PSP Fund Lists and Fees
Sasfin on AIMS Brochure

All Absa Investments funds are structured in accordance with Regulation 28. This protects investors from overexposure to high risk assets, and ensures that portfolios are optimally diversified - More info.

Terms and Conditions

Terms and Conditions	Name of Document

Absa Guaranteed Outcomes	Absa Guaranteed Outcome
Absa Linked Endowment	Absa Linked Endowment
Linked Endowment (Hollard)	HOLLARD
Linked Endowment (Hollard extended version)	Linked Endowment (Hollard extended version)
Linked Endowment (Assupol)	ASSUPOL
Defined Outcome (Guardrisk)	Absa Defined Outcome
Assured Outcome (Avbob)	Absa Assured Outcome
Secured Outcome Income Policy (Hollard)	Secured Outcome Income Policy (Hollard)
Secured Outcome Growth Policy (Hollard)	Secured Outcome Growth Policy (Hollard)
Secured Outcome Income (Hollard)	Secured Outcome Income (Hollard)
Secured Outcome Growth (Hollard)	Secured Outcome Growth (Hollard)
Protected Outcome (Clientele) 2024	Protected Outcome (Clientele) 2024
Protected Outcome (Clientele) 2023	Protected Outcome (Clientele) 2023
Protected Outcome (Clientele) 2022	Protected Outcome (Clientele) 2022
Protected Outcome (Clientele) 2019	Protected Outcome (Clientele) 2019
Enhanced Outcome for Legal Entities	Enhanced Outcome for Legal Entities
Enhanced Outcome for Individuals	Enhanced Outcome for Individuals
Absa Tax-Free Investment	Absa Tax-Free Investment
Absa Islamic Investment Account	Absa Islamic Investment Account
Absa Linked Endowment	Absa Linked Endowment
Absa Living Annuity	Absa Living Annuity
Absa Retirement Annuity & Preservation fund	Absa Retirement Annuity & Preservation fund
Absa Investment Account (Including CIT)	Absa Investment Account (Including CIT)
Ensured Outcome	Ensured Outcome

All Absa Investments funds are structured in accordance with Regulation 28. This protects investors from overexposure to high risk assets, and ensures that portfolios are optimally diversified - More info.

To view the Glacier Partners - Easy Guide click here

To view the Absa Investment Management Services - Easy Guide click here

To view the Absa Investment Management Services - Complaints Management Procedure click here

To view the Absa Investment Management Services - Transfer Guide click here

To view the Absa Pension Preservation Fund rules click here

To view the Absa Provident Preservation Fund rules click here

To view the Absa Retirement Annuity Fund rules click here

To view the Absa Retirement Annuity Fund PAIA manual click here

To view the Absa Pension Preservation Fund PAIA manual click here

To view the Absa Provident Preservation Fund PAIA manual click here

Latest insights

Invest in an Absa Tax-Free Savings Account

20 November 2022 | 10 min | Absa Investment Management Services team

Why offshore investing makes sense in the long term

16 September 2022 | 10 min | By Pearlene Govender, Research Analyst at Absa Multi Management

Fixed Income Update

13 July 2022 | 10 min | By James Turp: Head of Fixed Income Franchise - Absa Asset Management