Invest your savings money
Invest your money to make it work for you.
You have saved your hard-earned money every month and it’s time to invest your single cash amount and make it work for you.
You have worked hard and were smart enough to save up a good amount of money. You do not need to draw an income from it, but rather than spend it, you want to invest it and make it work hard for you until you need to use it. Now you want to sit back and watch it grow.
A little thought and some proper planning now can bring you welcome peace of mind in future. Let one of our financial advisers help you put a plan in place to take care of your life goal. Metropolitan is committed to protecting and growing your wealth.
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What solution can you choose to make your life goal real?
We have a number of solutions that you can choose from and invest your money to help you reach your life goal.
- FutureBuilder Savings Plan
You can invest a single cash amount of at least R20 000. - DreamBuilder Savings Plan
You can use this solution to invest a single cash amount from as least R20 000 if you are a member of a group scheme or union. - FutureChoice Endowment Plan
You can choose one of five risk-profiled investment funds. They range from high to lower levels of risk to suit your needs. Invest a single cash amount with this plan from as little as R50 000. - Wealth Maximiser
With this solution, we guarantee the payout amount you will get after five years. We invest your single cash amount of at least R100 000 in our Smooth Bonus Fund so that your money enjoys stable growth.
- We pay all your money into this investment fund.
- You get a maturity bonus of 2% of the capital when you invest R1 million or more.
- You get a bonus of 0,5% of the investment for each year that you stay invested in this with Metropolitan after the five-year term ends.
- If you pass away before the end of the investment period: We take off no other charges from your investment amount apart from the commission that we pay to your financial adviser on your behalf.
What are the benefits of these solutions?
What are the main features of these solutions?
Single cash amount. The amount of money you invest at the start to reach your life goal
Smooth Bonus Fund
Five risk-profiled funds to choose from
Fund switching
Payout
FUTUREBUILDER SAVINGS PLAN
From R20 000
Yes
Yes
DREAMBUILDER SAVINGS PLAN
From R20 000
Yes
Yes
FUTURECHOICE RETIREMENT ANNUITY
From R50 000
Yes
Yes
Yes
Yes
WEALTH MAXIMISER
From R100 000
Yes
Yes
How do the benefits work?
Smooth Bonus Fund
The Smooth Bonus Fund offers stable long-term returns, even if there are sudden changes in the investment market. You benefit from steady investment growth that will help you to meet your long-term life goal.
Five risk-profiled investment funds
People like choice. The FutureChoice Endowment offers you a selection of five risk-profiled funds (including Smooth Bonus) ranging from conservative to aggressive to suit your individual savings needs. Your financial adviser will conduct a risk profile and recommend a suitable fund choice based on your age, risk appetite and savings term.
Fund switching
This feature allows you to change funds when your circumstances or risk appetite changes. You can make unlimited switches between funds.