Choose the Right Investment Plan
Green Balanced Plan
- 50% Satrix MSCI World
- 25% Satrix Top 40
- 25% Bond Index
For stable growth & Rand protection
Blue Income Plan
- 40% Bond Index
- 30% Dividend ETF
- 30% MSCI World
Ideal for generating monthly payouts
Purple Growth Plan
- 70% MSCI World
- 30% Nasdaq 100
For growing capital long-term
Illustrative Investment Case: Satrix MSCI World ETF
If you invest R800,000 in the Satrix MSCI World ETF and withdraw a monthly income adjusted for inflation (6%), here's what happens over 5 years:
5-Year Investment Simulation
If you invest the full R800,000 in the Satrix MSCI World ETF and withdraw a monthly income adjusted for inflation (6%), here's what happens over 5 years:
Results (5-Year Simulation)
- Total Withdrawn Over 5 Years: R279,296
- Average Monthly Withdrawal (Inflation-Adjusted): R4,655
- Final Portfolio Value After 5 Years: R1,040,985
- The fund lasted: Full 60 months
What This Means
- You can draw a monthly income that keeps up with inflation (6%)
- The fund still grows in real value, thanks to the average 12% return
- You preserve the capital and even grow it from R800k to R1.04M
Ideal Strategy
You could draw R4,000-R5,000/month inflation-adjusted sustainably, while your capital continues to grow. This makes it an excellent hedge against both inflation and government mismanagement of the Rand.
Investment Growth & Withdrawals
- Green line: The growing value of your investment in the Satrix MSCI World ETF
- Orange line: Monthly withdrawals adjusted for 6% annual inflation
As you can see, even while drawing inflation-adjusted income, the portfolio continues to grow, proving it's a sustainable strategy for long-term retirement or pension support.
Are you ready to invest, free yourself from the uncertainty of Rand mismanagement, and finally live with peace of mind and financial freedom?