Unit Trusts, the smart way to save and beat inflation. The FNB Horizon Series has been specifically designed to take the complexity out of investing and offers investors superior fund solutions, with exposure to inflation-beating returns over different time horizons. With a Horizon Series Tax Free Savings Account you will benefit from additional growth on your investment, dividends and returns as a result of your Tax Free Savings.
Our Horizon Series is a range of four expertly modeled funds, which have been built to ensure that investors derive the maximum level of benefit based on their specific investment period.
FNB has worked in close partnership with investment specialists across FirstRand Bank to ensure that we bring you a simple but superior investment range
Our Horizon Series targets different returns over different time horizons, allowing you to take the
appropriate level of risk to achieve your medium to longer term investment goals.
You may already know what type of investment you are looking for, for example a Tax Free Savings Account, an Investment Account, a Living Annuity, a Retirement Annuity, a Provident Fund or an Endowment. If not, do not worry. We will help you invest your money in a solution that best meets your investment needs.
Simply decide how long you want to invest for and this will help you identify the best fund for you.How long do you want to invest for?
All returns and dividends earned through this fund are tax free. You can save up to R36 000 per year or R500 000 during your life-time and enjoy easy and immediate access to your funds, tax free. A Tax-Free Savings account allows you to enjoy the full advantages of compound growth over the life of the product. Cash transfers into and out of your Tax-Free Unit Trust is available from 1 March 2018.
Minimum payment of R300 per month or
a R5 000 lump sum
Call the FNB Advice Suite today on
087 736 8941 to open your Horizon
Series unit trusts.
Contact us on firstname.lastname@example.org or call 0860 007 464
Legalities and fees apply