Tax Free Savings Advisor 4+
GT247.com
Conçu pour iPhone
-
- Gratuit
Captures d’écran d’iPhone
Description
This tool helps you choose a tax-free account that suits your appetite for risk. It’s easy! There’s no obligation on your part, so feel free to play around with the tool just to see how it works.
We’ll ask a few questions and then list the investments that match your specifications. You can then choose from those and we’ll assist to make your selected investments.
This does not amount to financial advice. It is always a good idea to seek financial advice from a qualified financial advisor.
Things to consider in this app.
1) Minimum return is conservative estimate of the total investment return and should occur 3 out of every 4 years. In other words, there is a 75% chance that the actual returns will be higher than this figure. Therefore, this figure may comfortably be used for long term planning purposes.
2) Expected return is the range of investment returns, including all income, over any rolling 5 year period. 90% of actual returns over any 5 year period should fall within this range.
3) Maximum capital loss is the largest capital drawdown from peak to trough over any rolling 5 year period. The figures shown are applicable to the capital losses experienced during the 2008 Global Financial Crisis.
4) Asset allocation: Bonds include SA Government Bonds and SA Inflation Linked Government Bonds. Large Cap Domestic Equity is the Satrix 40 ETF. Other Domestic Equity are derivatives of the Top40 with emphasis on a particular style (e.g. RAFI = Value style). Sector focused Domestic Equity include Satrix Financials, Satrix Industrials and Satrix Resources. Foreign Equity are mainly ETFs offered by Deutsche Bank on Global, USA, UK, Europe and Japanese equities.
Nouveautés
Version 1.0.0
This app has been updated by Apple to display the Apple Watch app icon.
Confidentialité de l’app
Le développeur GT247.com n’a fourni aucune information à Apple concernant ses pratiques en matière de confidentialité et de traitement des données. Pour en savoir plus, consultez la politique de confidentialité du développeur.
Aucune information fournie
Le développeur devra fournir des informations quant à la confidentialité des données au moment de soumettre la prochaine mise à jour de son app.
Informations
- Fournisseur
- First World Trader (Pty) Ltd
- Taille
- 12,5 Mo
- Catégorie
- Finance
- Compatibilité
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- iPhone
- Nécessite iOS 6.0 ou version ultérieure.
- iPod touch
- Nécessite iOS 6.0 ou version ultérieure.
- Mac
- Nécessite macOS 11.0 ou une version ultérieure et un Mac doté d’une puce Apple M1 ou une version ultérieure.
- Apple Vision
- Nécessite visionOS 1.0 ou version ultérieure.
- Langues
-
Anglais
- Âge
- 4+
- Copyright
- © Global Trader 2015
- Prix
- Gratuit