Moonstone Investment Rates Report
Updated: 26-February-2024 Valid until: 01-March-2024
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 139 927.78 | 6.950% | R1 402 551.73 | 7.000% | |
Discovery | G | 3.5 | 8 | R 131 371.14 | 5.609% | R1 347 954.49 | 6.154% |
Momentum | L | 2.6 | 8 | R 129 188.00 | 5.260% | R1 338 530.00 | 6.000% |
NEDgroup LIFE* | L | 8 | R 129 707.94 | 5.340% | R1 319 395.31 | 5.700% | |
Clientele life* | G | 2.43 | 8 | R 131 068.07 | 5.560% | R1 312 544.24 | 5.590% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 142 298.71 | 7.310% | R1 426 969.75 | 7.370% | |
Discovery | G | 3.5 | 8 | R 133 854.40 | 6.005% | R1 372 787.15 | 6.542% |
Momentum | L | 2.6 | 8 | R 132 073.00 | 5.720% | R1 367 380.00 | 6.460% |
Clientele life* | G | 2.43 | 8 | R 133 066.78 | 5.880% | R1 332 554.07 | 5.910% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 370.52 | - | - |
Momentum | R 3 613.24 | R 5 038.40 | R 4 727.26 |
Metropolitan* | R 3 580.37 | R 5 029.34 | R 4 634.50 |
Assupol (annuity) | R 3 575.89 | R 5 201.52 | R 4 888.10 |
Discovery | R 3 470.60 | R 4 930.53 | R 4 655.22 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 977.07 | R 310.40 | R 1 666.67 | 15.700% |
Metropolitan* | R 1 894.30 | R 227.63 | R 1 666.67 | 12.017% |
Institution | NatureSecurity | CAR Ratio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Discovery* | G | 3.5 | 5 | R 460.56 | R 36.42 | R 5 101.93 | R 694.30 |
Momentum | L | 2.6 | 5 | - | - | R 4 928.60 | R 730.42 |
Clientele life* | G | 2.43 | 5 | R 461.44 | R 59.17 | R 4 639.75 | R 597.96 |
NEDgroup LIFE* | L | 0 | 5 | R 429.17 | R 30.95 | R 4 572.36 | R 362.10 |
Institution | NatureSecurity | CAR Ratio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Discovery* | G | 3.5 | 5 | R 487.20 | R 40.99 | R 5 364.79 | R 739.43 |
Momentum | L | 3.6 | 5 | - | - | R 5 284.96 | R 824.45 |
Clientele life* | G | 2.43 | 5 | R 482.80 | R 64.51 | R 4 853.33 | R 651.55 |
Institute | Annuity code | Metropolitan | Metquote Codes : DF346 47C31 84FE4 A01C5 | Metropolitan | Metquote Codes : E5527 61C87 10558 002A5 | Metropolitan* | Metquote Codes : D3FAF B90E9 5C10F 703DC |
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