HOW TO INVEST
Kick off your investment journey the right way
Why are you investing? What are your goals? Whether you have defined investment goals or a clear idea of how much you plan to invest, use our expertise to help you make the right decisions.
Start something exceptional:
Step 1: Understand your options
Unit trusts
The easiest way to get into the game without too much risk is by way of Unit Trusts – a form of collective investments where the benefits are shared among all investors. Unit Trusts are well-regulated, simple to understand and require relatively small investment amounts to get going.
Investment products
A ‘product’ is a set of rules that are set up to control your investment. Some are set up for specific savings goals such as retirement or your child’s education. Some are set up to maximise returns under specific conditions such as a time frame or tax rules. With these rules set up, a collection of funds is then put together to achieve the set goal.
Step 2: Choose the funds and products that suit your goals
When it comes to your investment strategy, some of the factors to consider are:
- How long do you want to invest for?
- How much can you invest?
- How much risk can you tolerate?
Take a look at our funds and products or speak to your financial adviser for more guidance.
Step 3: Apply
When you’re ready to go, download the appropriate application form and send it back to us along with these documents:
- Identity document (Passports are accepted)
- Proof of residence (no older than 3 months)
- Copy of your banking details (you don’t need to be an Absa client).