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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 administration costs
1% (including Vat) for the Retirement annuity fund which includes administration and advice. In addition the Fund invests in low-cost ETFs efficiently structured by etfSA Portfolio Management Company. |
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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
- Wealth Builder Fund
- Wealth Enhancer Fund
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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
- Terms & Conditions of membership - 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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