The bundle fees are charged to cover the ongoing management of each bundle and are charged in the following manner:
Bundle fees are charged as a percentage of the total Rand value of the investment and will range between 0.15% (15 basis points) and 2.0% (200 basis points) depending on the bundle invested in as outlined in the table below:1.Initial Bundle Fee: is a once-off fee payable in advance when you first invest in a particular Bundle for the ongoing management of each Bundle you hold and accrues at the beginning of each calendar year (1 January). Where you invest in a Bundle after 1 January, this fee will be reduced proportionately according to the number of days left in that calendar year.
2.Bundle Renewal Fee: is an annual management fee payable each calendar year on the first day of the year for the ongoing management of each Bundle you hold.
Bundle Provider | Bundle Name | Bundle Fee | Risk Range | Available in Investment Accnt. | Available in TFSA Accnt. | Link to Buy |
Emperor Asset Management | Aconcagua Growth Bundle | 1% of the Rand value | 50 - 90 | YES | YES | BUY |
Emperor Asset Management | Denali Growth & Income Bundle | 1% of the Rand value | 35 - 70 | YES | YES | BUY |
Emperor Asset Management | Elbrus Capital Preservation Bundle | 0.5% of the Rand value | 01 - 45 | YES | YES | BUY |
Emperor Asset Management | Everest Aggressive Bundle | 1% of the Rand value | 75 - 99 | YES | YES | BUY |
#Invest | #Invest Aggressive Growth Portfolio | 1.25% of the Rand value | 75 -99 | YES | Not Available | BUY |
#Invest | #Invest Conservative Income Bundle | 0.85% of the Rand value | 01 - 45 | YES | Not Available | BUY |
#Invest | #Invest Growth and Income Portfolio | 0.95% of the Rand value | 35 - 70 | YES | Not Available | BUY |
#Invest | #Invest Growth Portfolio | 1% of the Rand value | 50 - 90 | YES | Not Available | BUY |
BizNews.com | SA Champions Portfolio | 1% of the Rand value | 75 - 99 | YES | Not Available | BUY |