Retirement investment calculator

See how transferring your retirement annuity, preservation fund, pension or provident fund to Alexforbes Invest could boost your retirement outcome.

Lower investment fees can make all the difference

Calculate how much more you could get at retirement, thanks to the Alexforbes Invest Onefee.

Profiles used are only for illustrative purposes. The examples provided compare our Onefee to investments applying a 3% per annum. fee model. These include fees for advice, administration and fund management. The results are modelled based on a historical growth rate using the asset allocation of the CoreSolutions Moderate fund. Research on fees was conducted by Alexforbes Invest internally. Past performance is not indicative of future performance. All investments are exposed to risk, not guaranteed and dependent on the performance of the underlying investments and excludes the impact of Securities Transfer Tax. Fees may change due to inflation.

The Alexforbes Invest Onefee doesn’t make you pay more when you invest more.

With percentage-based investing you pay more when you invest more. We stopped that.

At R330 667 your investment cost becomes fixed at R4 960p.a. and stays fixed until the total investment is worth more than R1 102 222. You’re then only charged 0.45% on the value of your investment.

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