Financial peace of mind is attainable when you choose the right partner and appropriate solutions for your investment goals. PPS Investments, the asset manager within the PPS Group was established in 2007. Explore our business, or take the next steps towards financial peace of mind. By investing with PPS Investments, investors are not only assured of the highest investment standards, but also earn a portion of the PPS Investments profit allocation as qualifying PPS members. This profit can also be boosted through linking. Find out more about linking here.
Map your goals to a solution
Whether you would like to invest for retirement, preserve your savings or simply save for a specific goal - among others - we offer tax-efficient investment solutions for every life stage.
Structure your solution
Structure your solution using our funds. Our preferred investment approach is multi-management, combining complementary managers to ensure consistency of returns and reduced risk.
Contact us to invest
You may view our solutions and funds on this website or speak to your adviser. Alternatively, you may contact us at 0860 468 777 or clientservices@ppsinvestments.co.za. You may also invest online using the InvestNow tool.
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CHOOSE YOUR FUNDS>>
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Our investment solutions are tailored to offer simple yet sophisticated solutions to your investment needs at any life stage. If your are a graduate professional PPS member, select the PPS option. Alternatively, select the OPN option. Click here to find out whether you are eligible for PPS membership.
Supplement retirement savings tax efficientlyTax Free Investment Account The PPS Tax Free Investment Account is a long-term investment vehicle which allows you to contribute a maximum allowed amount per tax year and over your lifetime without being charged capital gains tax (CGT) when accessing these savings or switching underlying unit trusts, dividend tax when receiving dividends or income tax on interest earned on these contributions. PPS TAX FREE INVESTMENT ACCOUNT>> OPN TAX FREE INVESTMENT ACCOUNT>>
The PPS Tax Free Investment Account is a long-term investment vehicle which allows you to contribute a maximum allowed amount per tax year and over your lifetime without being charged capital gains tax (CGT) when accessing these savings or switching underlying unit trusts, dividend tax when receiving dividends or income tax on interest earned on these contributions.
PPS TAX FREE INVESTMENT ACCOUNT>>
OPN TAX FREE INVESTMENT ACCOUNT>>
Invest for a specific goalInvestment AccountWhether you would like to invest a lump sum or a regular monthly contribution, an investment account is a flexible, accessible option that allows you to structure your investment according to your needs and make amendments as needed.PPS INVESTMENT ACCOUNT >> OPN INVESTMENT ACCOUNT >>
Whether you would like to invest a lump sum or a regular monthly contribution, an investment account is a flexible, accessible option that allows you to structure your investment according to your needs and make amendments as needed.
PPS INVESTMENT ACCOUNT >>
OPN INVESTMENT ACCOUNT >>
A savings tool for higher income earnersEndowment Plan Investors with marginal tax rate over 30% have a significant tax benefit with an endowment plan. Within the first five years access to capital is limited, although you have unlimited flexibility to change underlying funds or contribution amounts. PPS ENDOWMENT PLAN>> OPN ENDOWMENT PLAN>>
Investors with marginal tax rate over 30% have a significant tax benefit with an endowment plan. Within the first five years access to capital is limited, although you have unlimited flexibility to change underlying funds or contribution amounts.
PPS ENDOWMENT PLAN>>
OPN ENDOWMENT PLAN>>
Invest for retirementPersonal Pension This retirement annuity offers you a tax-efficient and cost-effective retirement savings solution, structured from your selection of underlying unit trusts. You are able to stop, reduce and resume your contributions at any time with no penalty. PPS PERSONAL PENSION >> OPN PERSONAL PENSION>>
Draw an income in retirement Living annuity A post-retirement solution to reinvest savings in your retirement annuity, pension, provident or preservation fund and to draw an income at retirement. Change your income level annually and switch between unit trusts without transaction charges. PPS LIVING ANNUITY>> OPN LIVING ANNUITY>>
Draw an income in retirement
A post-retirement solution to reinvest savings in your retirement annuity, pension, provident or preservation fund and to draw an income at retirement. Change your income level annually and switch between unit trusts without transaction charges.
PPS LIVING ANNUITY>>
OPN LIVING ANNUITY>>
Preserve your savingsPreservation Fund A preservation fund is beneficial for preserving your savings especially when you have changed employment or if your occupational retirement fund has been closed.PPS PRESERVATION FUND>> OPN PRESERVATION FUND>>
A preservation fund is beneficial for preserving your savings especially when you have changed employment or if your occupational retirement fund has been closed.
PPS PRESERVATION FUND>>
OPN PRESERVATION FUND>>
Benefit from years of PPS MembershipVested Profit-Share Account As a PPS member, you may share in the profits of PPS through the PPS Profit-Share Account*. Having accumulated over the course of your PPS membership, your PPS Profit- Share Account vests at retirement for you to use as part of your retirement strategy.PPS VESTED PROFIT SHARE ACCOUNT>>
As a PPS member, you may share in the profits of PPS through the PPS Profit-Share Account*. Having accumulated over the course of your PPS membership, your PPS Profit- Share Account vests at retirement for you to use as part of your retirement strategy.
PPS VESTED PROFIT SHARE ACCOUNT>>
Once you have selected your solution, you're then able to structure your solution using the carefully constructed or selected funds we have available to you. Choosing underlying investments can be complex so we have simplified the complexities by offering a number of well-researched funds and shares.
PPS FundsSelect the option suitable to youWe build diversified funds across managers and strategies to achieve consistent performance over time. Our experienced investment team manages the asset allocation and manager combination of each solution. You just need to select the appropriate multi-managed fund. VIEW OUR PPS FUNDS>>
We build diversified funds across managers and strategies to achieve consistent performance over time. Our experienced investment team manages the asset allocation and manager combination of each solution. You just need to select the appropriate multi-managed fund.
VIEW OUR PPS FUNDS>>
Other funds You select from managers on our platformYou choose the appropriate combination of funds from our pre-approved list to construct the solution you want. Our online functionality allows you to manage your overall asset allocation and change the combination of funds at any time.VIEW OTHER FUNDS >>
Other funds
You choose the appropriate combination of funds from our pre-approved list to construct the solution you want. Our online functionality allows you to manage your overall asset allocation and change the combination of funds at any time.
VIEW OTHER FUNDS >>
PPS Managed Share PortfolioThe PPS Managed Share Portfolio is accessible by intermediated investors only, and is offered as an investment option within PPS Investments' range of retirement funds. The PPS Managed Share Portfolio provides direct access to securities listed on the Johannesburg Stock Exchange (JSE). Managed in conjunction with a selected stockbroking company, this offers unique advantages to discerning, high-net-worth investors who seek personal involvement in managing their savings. MORE ABOUT THE MANAGED SHARE PORTFOLIO >>
The PPS Managed Share Portfolio is accessible by intermediated investors only, and is offered as an investment option within PPS Investments' range of retirement funds. The PPS Managed Share Portfolio provides direct access to securities listed on the Johannesburg Stock Exchange (JSE). Managed in conjunction with a selected stockbroking company, this offers unique advantages to discerning, high-net-worth investors who seek personal involvement in managing their savings.
MORE ABOUT THE MANAGED SHARE PORTFOLIO >>
Depending on your preference, there are a few ways you are able to invest with us.
Invest via an adviser We always recommend seeking the advice of an experienced and qualified financial adviser to help you set financial goals, save sufficiently for these goals and stick to your investment plans. Should wish to find a PPS Investments accredited adviser, leave your details here and someone will contact you shortly.
Invest via an adviser
Invest online with Invest NowWith the InvestNow functionality, you're able to place new investments, top up existing investments, switch or make withdrawals. And in-app notifications keep you updated on the progress of your transactions. A nifty retirement calculator and access to key documents like tax certificates are added benefits. Click here to use this functionality.
Invest online with Invest Now
Print and complete an application form You're also welcome to print and complete an application form and send it to our Validations Team at admin@ppsinvestments.co.za. For any further support, contact our dedicated client service teams are available between 8:00 and 17:00, Mondays to Fridays at 0860 468 777 or clientservices@ppsinvestments.co.za to assist you with your transaction.
