The STANLIB Income Fund | Standard Bank

A low-risk fund with a minimum 1-year investment period that aims to secure a reasonable level of current income and capital stability.
R
500
Monthly investment
NA
Targeted return
Conservative
Risk profile
Short term
Investment horizon
*
*Or a R5000 lump sum
**Over a rolling period of 1 year
**Over a rolling period of 1 year
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 provide a reasonable income level
- Protects the capital you invested within a medium-term investment horizon
- Allocates its investments across high yield asset classes
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
- Note that 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 provide a reasonable income level
- Protects the capital you invested within a medium-term investment horizon
- Allocates its investments across high yield asset classes
- 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
- Note that 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