1
Create a Shared Goal
Give your Shared Goal a name and image, choose whether you want to save regularly or target a specific amount, and pick an investment strategy suggested by our in-app calculator.
shared goals
Why shared goals make investing easier
Collaborate on savings, see every contribution in real time, and reach your shared dreams faster with built-in tools designed for groups.
Invest together, grow together
Both partners and friends can contribute to the same goal - invite up to 9 people to join a single Shared Goal so everyone can chip in toward big milestones like a home, wedding or holiday.
Clear group planning
Use the in-app calculator to split contributions fairly and see how much each member needs to save to hit the target on time.
Simple deposits, instant visibility
Start investing via Instant In-App payments or a standard EFT. Every deposit, withdrawal and performance update appears in real time so there are no surprises- just shared progress.
2
Invite collaborators
Invite up to 9 members from your contacts with secure invitation links. Each member can join, contribute at their own pace, and see the group's progress.
3
Track progress together
Monitor member contributions, withdrawals and fund performance in one shared dashboard. Celebrate milestones as a group and keep momentum with clear, real-time updates.
shared goals
Diversified growth
Build an investment strategy suited to each goal with diversified, low-cost funds selected to balance growth, safety and simplicity.
Sygnia Itrix S&P 500 ETF
The Sygnia Itrix S&P 500 exchange traded fund (ETF) tracks the S&P 500 index which comprises of the 500 largest publicly traded companies in the United States
Annualised Performance
- 1YR
- 14.0%
- 3YR
- 19.2%
- 5YR
- 14.0%
- 10YR
- N/A
- Since inception
- 16.0%
Not available (N/A) due to fund launch date.
Costs (excl. VAT)
- Annual Fee
- 1.0%
- Transaction Fee
- Up to 0.76%
Allan Gray Money Market Fund
The fund targets returns higher than a bank deposit with access your money whenever you need it. While very low risk, losses can occur if an issuers defaults.
Annualised Performance
- 1YR
- 7.7%
- 3YR
- 8.4%
- 5YR
- 7.1%
- 10YR
- 7.2%
- Since inception
- 7.7%
Costs (excl. VAT)
- Annual Fee
- 1.0%
- Transaction Fee
- 0.0%
Satrix 40 ETF
Tracks South Africa's 40 largest listed companies and provides long-term equity exposure.
Annualised Performance
- 1YR
- 48.16%
- 3YR
- 18.77%
- 5YR
- 18.39%
- 10YR
- 11.15%
- Since inception
- 12.1%
Costs (excl. VAT)
- Annual Fee
- 1.0%
- Transaction Fee
- Up to 0.76%
Regulated by the FSCA
Franc is an authorised Financial Services Provider (No. 49998), regulated by the Financial Services Conduct Authority (FSCA).
Protected by law
Your investments are held with licensed providers in your name and governed by the Collective Investment Schemes Control Act.
Bank-level security
We are a registered with the Financial Intelligence Center (FIC) and use advanced technology to keep your money and personal information safe.
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