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Savings · 5 yearas of 1 Aug 2026

The 5-Year RSA Retail Savings Bond

The fixed bond pays 8.75% at this term until 31 August 2026, and the inflation-linked one pays 4.50% on top of whatever inflation turns out to be.

Fixed Rate

8.75%nominal

until 31 August 2026

Inflation Linked

4.50%real

until 30 November 2026

They break even at

4.07%inflation

average over the 5 years, not one month

What R100,000 does over 5 years

  • Interest on the fixed rate bond at 8.75% nominal, paid every six months over 10 paymentsR43,750.00
  • Covered by 5 years of the interest exemptionR43,750.00
  • Tax at a 31% marginal rateR0.00
  • Capital plus interest keptR143,750.00

A 31% marginal rate is used here as an illustration, not an assumption about you — the calculator on the main page takes your own bracket, your age and any amount. At this rate the exemption is used up at R272,000 of capital, or R394,286 from age 65.

Which of the two wins at 5 years

If inflation averages more than 4.07% over the 5 years, the inflation-linked bond pays more. Below that, the fixed one does. That is the whole comparison, and it is exact — what nobody can tell you is which side of the line inflation will land on, so this page does not try. For scale, inflation was 5.0% in June 2026, which would put the inflation-linked bond at 9.73%nominal at 5.0% CPI (June 2026) — but one month is not an average over 5 years.

Not available at this term

  • RSA Retail Savings Top Up Bond runs to 3 years only, so there is no 5-year version of it. That is a fact about the product, not a gap in this table.

This term over the years

Fixed rate, 5 year

8.75%nominal

A new rate at the start of every month since June 2004. This is what the bond pays, in full.

7%10%12%20042026
Highest nominal
11.75% · 2023
Lowest nominal
7.00% · 2012
Published rates
267

Inflation linked, 5 year

4.50%real

A new rate every six months since July 2007. This is what the bond pays on top of inflation — the axis is not the same axis.

1%4%6%20072026
Highest real
5.25% · 2024
Lowest real
1.25% · 2011
Published rates
38

Two charts, not one, and two different vertical scales. Drawing a real rate and a nominal rate on the same axis would put the inflation-linked line in a flat strip along the bottom and invite exactly the conclusion this page exists to correct. For scale, inflation itself was 5.0% in June 2026. Treasury publishes 38 inflation-linked windows and lists one more — June to November 2012 — with no rate at all; that gap is theirs, and we show it as a gap rather than joining the line across it.

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