Investing for

Retirement

Our fund offerings allows you to optimise your offshore exposure, while taking advantage of the tax deductions provided by retirement savings schemes.

Savers younger than 55 years old are limited to our Local Balanced Fund which has a unique mandate within the category offering a 90%+ Rand-hedge bias.

Savers at the age of 55+ are entitled to convert their retirement investment to a Living Annuity which enables you to invest up to 100% in offshore markets. Although the exposure is offshore, it is important to note that your investment is still denominated in Rands.

Investing for

Retirement

Our fund offerings allows you to optimise your offshore exposure, while taking advantage of the tax deductions provided by retirement savings schemes.

Savers younger than 55 years old are limited to our Local Balanced Fund which has a unique mandate within the category offering a 90%+ Rand-hedge bias.

Savers at the age of 55+ are entitled to convert their retirement investment to a Living Annuity which enables you to invest up to 100% in offshore markets. Although the exposure is offshore, it is important to note that your investment is still denominated in Rands.

High Street offers two retirement options:

Local Balanced

High Street Balanced Prescient Fund

Reg. 28 Compliant

ZAR

Ideally suited to retirement savers (54 years and younger) looking to capture the significant tax deductions associated with retirement savings schemes.

Global Balanced

Moderate Risk Profile

55 Years & Older

USD

Our Global Balanced Fund invests predominantly in developed markets and targets an annual return of US Inflation plus 3.5%* over any rolling three-year period. It caters to the more conservative investor looking for wealth preservation alongside capital appreciation.

*This figure is net of fees. Investors must be aware that tax implications may impact the return figure.

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