Category Archives: Investor questions

Yes you would tick the “phase-in” block on page 2 (section 3) and complete the Allan Gray “phasing in form” under other forms section. This would allow you to phase the lump sum investment in over 3, 6, 9 or … Continue reading →

These are unit trust management companies with impeccable performance track records over the last 3,5, 7 & 10 years to date and are essentially the only funds that Investonline.co.za offers to its clients.

We recommended that you do it a few times if you disagree with the result and then make a decisions where you fit in on the risk spectrum of 1-5. Also feel free to email us if you are not … Continue reading →

It is R1000 p.m. but the minimum per fund is R500 per fund – therefore on a R1000 p.m. debit order you can only have 2 funds. To have 4 funds then you would need to do a monthly debit … Continue reading →

This can be done via our website – and client have done this already and we will process the business at the same quoted no upfront fee – but it is then done at your own risk from an advice … Continue reading →

This is called diversification and it reduces institutional risk for clients that want to ensure that they receive an above average performance as portfolio is generally invested across the top 3/4 unit trusts in each risk category.

The administrator is Allan Gray Investment Services Limited and you r funds are collected by them and your units are held in safe custody by Allan Gray. Investonline.co.za is acting as advisor and agent in this transaction.

R20 000