Cadiz Fixed Income

Cadiz Fixed Income enables you to earn a regular, tax efficient fixed income - while protecting your capital.

 

Who the product may be suitable for

Any South African resident (such as a natural person, retirement fund, trust or company) who needs a fixed income and would like to preserve their capital.

Features

Provides investors with:

  • 60 fixed monthly payments and preserves your capital;
  • the option to automatically reinvest your capital after 5 years or pay this out to you; and
  • the ability to minimise the tax on your income.

Read More

Cadiz Fixed and Step-Up Income Brochure (pdf)

Cadiz Life BROKER QUOTE (xls)

Cadiz Online Accreditation

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Transaction Forms

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Investor need
Income
Benchmark
N/A
Investment vehicle
A term certain annuity provides income and an endowment provides capital protection, both underwritten by Cadiz Life Ltd.
Maximum exposure to growth assets (equity exposure)
0.00%
Risk rating
Low
Time horizon
Medium term
Asset Class(es)
High quality fixed interest instruments
Launch date
 
ASISA classification (where relevant)
N/A
Income distribution / payment
Fixed Monthly Income
Investment minimum
Lump sum: R50 000
Regulation 28
No
Currency availability
South African rand
Portfolio Manager
Cadiz Asset Management (Pty) Limited
Status
Open. Closing date for applications: 4th business day of each month.
Liquidity
Minimum 5 year term
Initial fee
0.00%
Maximum adviser initial fee
2.00%
Annual management fee
0.00%
Maximum adviser ongoing fee
0.50%
Performance fee
0.00%
Total Expense Ratio (TER) total
Not applicable
TER date
 

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