When you make money, we make money:
The majority of the fees we charge are directly linked to our performance and by aligning our interests with those of clients, you can be certain we aim to build a long-term relationship and deliver superior returns and in so doing, we prosper together.
Our individually managed portfolios are rich in product features and benefits:
The fee structures for the different products are:
For active high return portfolios and equity only long term portfolios a pure performance based fee is charged at 12.5% of profits.
For long-term balanced portfolios a management fee of 2.0% per annum up to the first R1 million is charged and 1.5% for all amounts above R1 million.
The above fees are prior to VAT.