I am an individual

A way to better manage the longevity risk of living annuities and the inflexibility of guaranteed annuities is to purchase a blended annuity. By blending annuities, you secure a guaranteed income for life to cover essential expenses and this allows you to maximise the potential of your investment-linked living annuity to cater for unplanned expenses or leave a legacy to your beneficiaries. Retirees are allowed to increase their guaranteed income by moving capital from their living annuity into the guaranteed annuity, as needed, providing you with the best of both worlds.

How to invest?

Download, complete and submit application form

I want to buy an Endowment Policy

Investment plan with a five-year restriction period that can be used for estate planning and offers tax benefits to individuals whose income tax rate is more than 30%

Multi-Asset Class: Investment options catering for the different financial stages of life.

Step 1: Choose your fund

27four Stable Fund of Funds

27four Balanced Fund of Funds

27four Asset Select Fund of Funds

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Global: Enhance diversification and return potential by accessing the world’s leading investment opportunities

Step 1: Choose your fund

27four Global Equity Feeder Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Shari'ah Compliant: Investments governed by the requirements of Shari'ah law and the principles of Islam

Step 1: Choose your fund

27four Shari’ah Active Equity Fund

27four Shari’ah Balanced Fund of Funds

27four Shari’ah Global Flexible Fund

27four Shari’ah Income Fund

27four Shari’ah Stable Fund

27four Shari’ah Multi-Managed Balanced Fund

27four Shari’ah Wealth Builder Fund

27four Best View Shari’ah Glocal Equity Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Income: Strategy designed to generate a reasonable stream of income with relative capital stability

Step 1: Choose your fund

27four Diversified Income Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Money Market: Earn more than cash in the bank with a high degree of safety

Step 1: Choose your fund

27four Money Market Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

I want you to manage a Stockbroking portfolio

Management of a portfolio of South African and/or global listed securities against an agreed to mandate

Invest in a tailored portfolio of domestic and global shares through a managed stockbroking account. Our team of portfolio managers will design and manage a personal share portfolio on your behalf customised to your individual liquidity requirements, appetite for risk, timeframe and return expectations.

The minimum investment amount for a managed share portfolio is R5 million

How to begin investing in a managed share portfolio

Meet with us to design and finalise your mandate
Complete an application form and send us your FICA documentation
Deposit your investment

I want you to manage a Stockbroking portfolio for me

I want to invest globally in USD or GBP

You have money offshore and want to invest in a regulated fund

Step 1: Choose your fund

27four Global Equity Fund of Funds

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

I want to invest in AMETFs

Invest in JSE listed Actively Managed ETFs

27four Large Cap. Equity AMETF

The 27four Large Cap Equity AMETF is designed to achieve long-term, sustainable capital growth by investing in some of the largest and most stable companies listed on the JSE. By managing risk effectively, it aims to minimise the impact of volatility in the markets while seeking to maximise returns. This strategy involves a careful selection of investments that closely follow the fund’s benchmarks but allows for slight adjustments in sector allocation and investment style to capitalise on market efficiencies.

27four SA Multi-Factor AMETF*

Coming soon to the Johannesburg Stock Exchange

27four Global Multi-Factor AMETF*

Coming soon to the Johannesburg Stock Exchange

27four Global Islamic AMETF*

Coming soon to the Johannesburg Stock Exchange

I am an individual

Secure your financial future

I want to invest directly into a unit trust​

I want to buy a Retirement Annuity

I want to invest in a Tax-Free Savings Account

I want to move my retirement savings to a Preservation Fund

I want to buy a Post-Retirement Annuity

I want to buy Agrarius Sukuk

I want to buy an Endowment Policy

I want you to manage a Stockbroking portfolio

I want to invest globally in USD or GBP

I want to invest in AMETFs

I want to invest directly into a unit trust

Choose from a range of funds which cater for a wide spectrum of investor goals

I want to buy a Retirement Annuity

Tax-efficient investment designed for individuals who want to save towards retirement

I want to invest in a Tax-Free Savings Account

Pay no tax on the growth of your investment (interest, dividends and capital gains)

I want to move my retirement savings to a Preservation Fund

Tax-efficient investment designed for individuals who wish to invest the proceeds of their company-sponsored retirement savings in the case of retrenchment, dismissal or resignation

I want to buy a Post-Retirement Annuity

I want to buy a Living Annuity

Tax-efficient investment of your retirement savings

I want to buy a Blended Annuity

Part living annuity part guaranteed annuity

I want to buy an Endowment Policy

Investment plan with a five-year restriction period that can be used for estate planning and offers tax benefits to individuals whose income tax rate is more than 30%

I want you to manage a Stockbroking portfolio

Management of a portfolio of South African and/or global listed securities against an agreed to mandate

I want you to manage a Stockbroking portfolio for me

I want to invest globally in USD or GBP

You have money offshore and want to invest in a regulated fund

I want to invest in AMETFs

Invest in JSE listed Actively Managed ETFs

Agrarius - Historical Pricing

I want to invest directly into a unit trust