Transaction fees

Upfront advisor fee: 0.57%  (VAT incl.)

Upfront unit trust fee: NIL

Allan Gray platform admin fee: 0% – 0.138% p.a. (depending on portfolio selected)

Investonline.co.za annual fee: 0.57% p.a. (VAT incl.)

Unit trust fund managers fee: Varies per fund – please see individual fund fact sheets under funds available tab for details

Administration fees

Switching fee: NIL

Cancellation fee: NIL

Ad hoc valuation fee: NIL

Minimum investment amounts:

Minimum lump sum: R50 000 (R12 500 per fund)

Minimum debit order: R1 000 p.m. (R250 per fund)


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