Adviser
FUND
ADMINISTRATOR
Reg.28 compliant fund with 90%+ Rand-hedge exposure.
Balanced fund employing downside protection strategies to mitigate large drawdowns.
An equity fund focused on identifying investments advancing technological innovation & advancing consumer behaviours.
Retail: 1.55% TER (Incl. VAT)
ZAR15m+: 1.26 TER (Incl VAT)
Retail: 1.32% TER
$1m+: 1.07% TER
Retail: 1.60% TER
$1m+: 1.00% TER
INVESTOR SUSTAINABILITY
Ideally suited for retirement savers looking to diversify from local risks.
Ideally suited for investors with a moderate risk / return profile. A great fit for moderate risk investors converting to a living annuity.
Ideally suited for investors seeking high growth over the long-term with a tolerance for short term downturns. The Feeeder Fund is a TFSA option for young investors.
- ABSA
- Allan Gray
- EasyEquities
- Glacier Local
- Momentum FundsAtWork
- Momentum Wealth
- Ninety One
- Sanlam Umbrella Fund
- Stanlib INN8
- Sygnia
- Wealthport
- Allan Gray Offshore Investment Platform
- Allfunds (buy-free model)
- Glacier International
- Momentum International / Wealth
- Allan Gray
- Glacier Local
- Momentum Wealth
- Allan Gray Offshore Investment Platform
- Allfunds (non-premium option)
- Glacier International
- Momentum International / Wealth
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ADMINISTRATOR
FUND PROPOSITION
FEE STRUCTURE
ZAR15m+: 1.26 TER (Incl VAT)
RISK PROFILE
INVESTOR SUSTAINABILITY
PLATFORM AVAILABILITY
- ABSA
- Allan Gray
- EasyEquities
- Glacier Local
- Momentum FundsAtWork
- Momentum Wealth
- Ninety One
- Sanlam Umbrella Fund
- Stanlib INN8
- Sygnia
- Wealthport