Tax-Free Investment
Discretionary Account · Investec
This account hasn't synced recently and its values may be out of date. Last updated Jul 22, 2026.
Contributions
$344,000
Market value
$412,000
+19.77% all time
Return ($)
+$68,000
Return (%)
+19.8%
Returns
- Since inception+5.34%vs CPI 4.40%
- Last 12 months+4.60%vs CPI 4.10%
- Calendar year 2025−1.65%vs CPI 4.50%
- 2026 year to date+9.65%vs CPI 1%
Key facts
- Account type
- Discretionary Account
- Custodian
- Investec Securities
- Monthly contribution
- $3,000
- Account number
- IN-77320
About this account
Investec
PPPD123
- Owners
- Jane Smith
- Roles
- Owner
- Data source
- Linked via integrationUpdated Jul 22, 2026
Asset allocation
- SA Equity40.0%$164,800
- Global Equity35.0%$144,200
- SA Bonds15.0%$61,800
- SA Cash10.0%$41,200