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Retirement Annuity Funds (RA Funds) for
the 21st Century
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Fully Transparent – you know your
retirement value at all times
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Daily price and disclosure
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Low "clean" administration costs (1.00% per annum
"all-in" - no other hidden charges or fees, includes asset
management fees, brokerage/JSE charges, debit orders, full administration
of accounts, benefits, reporting and compliance).
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All you need to know about the etfSA RA Fund
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Click
here to open and view the brochure (v14) March 2019
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There are five portfolio choices for various retirement
profiles:
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- Wealth Default Portfolio
- Wealth Protector Portfolio
- Wealth Conservator Fund: CPI +3%
- Wealth
Builder Fund: CPI +5%
- Wealth Enhancer Fund: CPI +7%
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All portfolios are constructed from low cost, liquid and transparent Exchange
Traded Products (ETPs), with full "look through" to underlying
portfolios.
Fully Regulation 28 compliant at all times.
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| Manage your "own"
retirement |
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- Retirement benefits for etfSA RA Fund members - click
here
- Current tax treatment of retirements funds - click
here
- About retirement funds in South Africa - click here
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etfSA RA Funds makes managing your savings for retirement:
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- easy to understand and control
- completely transparent at all times - you know the value
of your retirement savings at all times
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If you need advice
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- Contact your financial advisor. (we will pay trailing commission - up to a
maximum of 1% per annum to advisors, but only with your permission).
- No upfront fees
- No rebates to advisors
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[117kb]