ETFs (A-M)
ETFs (N-Z)
ETNs (A-Z)
 
etfSA Retirement Annuity Fund
 
Retirement Annuity Funds (RA Funds) for the 21st Century
 
Fully Transparent – you know your retirement value at all times
 
Daily price and disclosure
 
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).
 
All you need to know about the etfSA RA Fund
Click here to open and view the brochure (v14) March 2019
 
 
There are five portfolio choices for various retirement profiles:
 
  • Wealth Default Portfolio 
  • Wealth Protector Portfolio 
  • Wealth Conservator Fund:  CPI +3%
  • Wealth Builder Fund:  CPI +5% 
  • Wealth Enhancer Fund:  CPI +7%
 

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.

 
Manage your "own" retirement
 
  • 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
 
etfSA RA Funds makes managing your savings for retirement
 
  • Easy to understand and control
  • Completely transparent at all times - you know the value of your retirement savings at all times
 
 
If you need advice
 
  • 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
 
 
 
Forms
Application Form (v27s) March 2019   [2MB]
Additional Investment Form (v08s) January 2019   [484kb]
Debit Order Ammendment Form (v08s) January 2019   [601kb]
Regular EFT Form (v06s) January 2019   [418kb]
Switch Form (v03) October 2018   [211kb]