Risk profile Low medium
Investment manager
Regulation 28 Compliant Yes
Annual management fee 0.35%
Benchmark South African MA Low Equity
Risk profile Low medium
Investment manager
Regulation 28 Compliant Yes
Annual management fee -
Benchmark SA Inflation + 4% Geometric
Risk profile Medium
Investment manager
Regulation 28 Compliant No
Annual management fee 0.95%
Benchmark South African MA High Equity
Risk profile Medium
Investment manager
Regulation 28 Compliant Yes
Annual management fee 0.35%
Benchmark South African MA High Equity
Risk profile Medium
Investment manager
Regulation 28 Compliant No
Annual management fee 0.35%
Benchmark Global MA High Equity
Risk profile Medium
Investment manager
Regulation 28 Compliant Yes
Annual management fee 0.95%
Benchmark SA Inflation + 5%(rolling 3 year periods)
Risk profile Medium high
Investment manager
Regulation 28 Compliant Yes
Annual management fee 0.35%
Benchmark South African MA High Equity
Risk profile Low
Investment manager
Regulation 28 Compliant Yes
Annual management fee 0.25%
Benchmark STeFI Composite
Risk profile Low
Investment manager
Regulation 28 Compliant No
Annual management fee 0.20%
Benchmark STeFI Call Deposit
Risk profile Low
Investment manager
Regulation 28 Compliant No
Annual management fee 0.50%
Benchmark 110% SteFi Call Deposit over rolling 1 year
Risk profile Low
Investment manager
Regulation 28 Compliant No
Annual management fee 0.20%
Benchmark STeFI Call Deposit
Risk profile Low
Investment manager
Regulation 28 Compliant No
Annual management fee 0.20%
Benchmark STeFI Call Deposit ZAR
Risk profile Low
Investment manager
Regulation 28 Compliant Yes
Annual management fee 0.58%
Benchmark 110% STeFI
Risk profile Low medium
Investment manager
Regulation 28 Compliant Yes
Annual management fee 0.85%
Benchmark SA Inflation + 3% Geometric
Risk profile Medium
Investment manager
Regulation 28 Compliant No
Annual management fee 0.95%
Benchmark USD SOFR 1-month ZAR + Libor historic
Risk profile Medium
Investment manager
Regulation 28 Compliant No
Annual management fee 1.10%
Benchmark Global MA Flexible
Risk profile Medium
Investment manager
Regulation 28 Compliant No
Annual management fee 0.80%
Benchmark N/A
Risk profile Medium
Investment manager
Regulation 28 Compliant Yes
Annual management fee 0.89%
Benchmark SA Inflation + 5%(rolling 3 year periods)
Risk profile Medium
Investment manager
Regulation 28 Compliant Yes
Annual management fee 0.95%
Benchmark SA Inflation + 5%(rolling 3 year periods)
Risk profile Medium high
Investment manager
Regulation 28 Compliant Yes
Annual management fee 0.75%
Benchmark FTSE/JSE Capped SWIX 40 Index (J430T)
Risk profile Medium high
Investment manager
Regulation 28 Compliant No
Annual management fee 0.93%
Benchmark N/A
Risk profile Medium high
Investment manager
Regulation 28 Compliant No
Annual management fee 1.00%
Benchmark N/A
Risk profile High
Investment manager
Regulation 28 Compliant No
Annual management fee 1.10%
Benchmark South African EQ Mid/Small Cap
Risk profile High
Investment manager
Regulation 28 Compliant No
Annual management fee 1.10%
Benchmark MSCI All Country World Index NR ZAR
Risk profile High
Investment manager
Regulation 28 Compliant No
Annual management fee 1.10%
Benchmark MSCI Emerging Markets Index NR ZAR
Risk profile High
Investment manager
Regulation 28 Compliant No
Annual management fee 1.10%
Benchmark Global EQ General
Risk profile High
Investment manager
Regulation 28 Compliant No
Annual management fee 1.10%
Benchmark Global Real Estate General Unit Trust Mean
Fund name | Investment management | Transaction Costs | Total investment charges |
---|---|---|---|
Core Income Fund Class C | 0.30% | 0.00% | 0.30% |