Retirement calculator

See how transferring your Retirement Annuity, Preservation Fund or Pension/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 so the OUTvest ONEfee. Or have a look below at some illustrative examples of how our fee compares to a traditional investment fee of 3% and the difference it could make.

Profiles used are only for illustrative purposes. The total cost of “Traditional investing” is estimated to be 3% per year. Traditional investing is when you pay an advice, administration and fund management fee. The results are modelled based on a historical growth rate using the asset allocation of the CoreSolutions OUTmoderate fund. Research on fees was conducted by OUTvest 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 OUTvest 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.