Our mission is to empower all South Africans with the best chance of investment success at the lowest possible cost.

For large institutional funds and portfolios, we determine your fees in collaboration with you and commit ourselves to what we offer by capping asset management fees because we don’t believe in a free ride when your fund grows.

DISCRETIONARY PORTFOLIOS Management  TIC*
Conservative 0.30% 0.44%
Cautious 0.30% 0.49%
Moderate 0.30% 0.53%
Growth 0.30% 0.49%
International 0.30% 0.44%
COMPULSORY PORTFOLIOS Management  TIC*
Conservative 0.30% 0.41%
Cautious 0.30% 0.44%
Moderate 0.30% 0.49%
Growth 0.30% 0.49%

*Total Investment Charges  (TIC) are the sum of TER and Transaction Costs. This includes the investment management fee, brokerage fees, settlement costs, statutory costs and VAT.