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Preservation Funds

Preservation Funds

The PSG Wealth Preservation Fund is a pre-retirement product that helps you to preserve and continue growing your retirement savings once you have left an employer's pension or provident fund. It offers a number of attractive tax benefits, including:

  • Proceeds up to a certain amount are tax-free at retirement.
  • Investment growth in your preservation fund is tax-free.

It also helps you to continue saving towards retirement with discipline, as you have to stay invested until age 55.

Your selection of underlying investments will have to comply with the limits set by Regulation 28 of the Pension Funds Act (which caps equity and offshore exposures). Choose from a broad range of unit trusts, a selection of hedge funds, and a wide array of shares and other securities through the Private Share Portfolio.

Minimum lump sum investments: R20 000

For more information and how to invest or visit our FAQ page.

Take a look at our Core Fund List

Get the Preservation Funds Key Information Document

Find for more information on the Private Share Portfolio

Hedge funds are available through duly licensed financial advisers. Please contact your financial adviser for more information.

ready to invest?

With more than 200 offices throughout South Africa and both a Namibian and Mauritian presence, quality advice is on your doorstep. Find an adviser or start trading by registering for our PSG Wealth trading and investment platform.
Copyright © PSG Konsult Ltd (1998-2021), All Rights Reserved. FAIS affiliates of the PSG Konsult Group are authorised financial services providers.