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IP Equity Momentum Unit Trust (Tax Free)

The Tax Free Savings Account (TFSA) is a simple and transparent savings solution for your savings needs. The regulations limit you to investing
a maximum of R30,000 per tax year and R500,000 over your lifetime in a Tax Free Savings Account. No taxes apply to your investment growth or any withdrawals.


These limits apply even if you have more than one Tax Free Savings Account and SARS will tax any excess contributions at a rate of 41%.
• There is no tax on capital gains made;
• There is no withholding tax on dividends received; and 
• There is no tax on interest earned.


You may not switch from a pre-exisiting financial instrument owned by yourself to a tax free investment. Please bear in mind that any money withdrawn does not get deducted from your annual contribution limit. You may not transfer any amount in respect of a tax free investment prior to 1 March 2016.



Our investment strategy

Momentum investing involves finding stocks that are the strongest, and the most likely to trade higher. In a bear market, that means buying the ones that dropped the least. When they start to lose momentum, you get out of the position. Where value investors buy low and sell high, momentum investors buy high and sell higher.


The IP Momentum Equity Fund (Tax Free) follows a quantitative momentum strategy, investing in the top 180 most liquid shares of the JSE, measured in terms of average weekly trading volumes. The strategy is designed to provide the maximum returns obtainable from a pure equities investment at the lowest risk possible. A minimum exposure of 80% to South African equities will be maintained at all times, and a maximum of around 95%.

Global Unit Trust

The IP Global Momentum Equity Fund is a moderate to high risk, global, equity fund. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, value and blue chip shares. 

Investments to be included in the IP Global Momentum Equity Fund will, apart from assets in liquid form, consist of equity securities and financial instruments and may include listed property. Investments will be primarily in foreign markets but there will be no restrictions on the geographic asset allocation.

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