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Investment Management

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We offer investment solutions for diverse investment strategies. Whatever your current need or future goal, you are sure to find an investment fund or product to match.

Product brochures

Product brochure

Absa Cash Invest Tracker Fund

Absa Personal share Portfolio

Absa Tax-Free Investment Account

Absa Retirement Annuity

Absa Investment Account

Absa Living Annuity

Absa Linked Endowment

Absa Preservation

Absa Islamic Investment Plan

Absa Offshore Account

Personal share Portfolio

Absa Defined 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 – view more info.

Personal Share Portfolio

Absa Mandate and Supporting Documentation
Absa Mandate and Supporting Documentation	Equity Portfolio
Absa Personal Portfolio – Accumulation	Property Equity Portfolio
Absa Personal Portfolio – Growth	Quattro Portfolio
Absa Personal Portfolio – Preserver	PSP Fund Lists and Fees
Balanced 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

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 – view more info.

Terms and conditions

Terms and conditions	Name of document
Absa Tax-Free Investment	TAXFREESAV
Absa Retirement Annuity	RA
Absa Investment Account	INVACC
Absa Offshore Investments	Offshore
Absa Living Annuity	LIVANN
Absa Guaranteed Outcomes	GROWTH
Absa Linked Endowment	ENDOW
Absa Preservation Fund	RA
Absa Secured Outcome	SECOUT
Linked Endowment (Hollard)	HOLLARD
SPW Retail Client Mandate	Sanlam
Terms and Conditions Sanlam Private Wealth	Sanlam
Absa Defined Outcome	Absa Defined 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 – view more info.

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