Do you know what your investment’s fees cost you?
With our transparent ONEfee that’s Fixed, you will.
Switch to OUTvest and you could save on your investment
Most investment providers charge up to four different fees, and not all of them appear on your statements. Our innovative ONEfee model changes everything. On your statement you will see one fee deducted from your investment every month for the administration of your investment with the added benefit of advice and fund management that covers everything – no hidden fees.
ONEfee means that you will see the total cost of investment on your statement, every month.
ONEfee can also be fixed, meaning that when your investment is worth between R300k and R2.25m we cap your fee at R4 500p.a.*
*This fee will escalate in line with inflation every year.
Fees can determine what your investment delivers, the lower the fee, the more you get out. Our low fees could get you 60% or more out of your investment when compared to traditional investments charging 3% p.a. or more.
With percentage based investing you pay more when you invest more. We stopped that. At R300 000 your investment cost becomes fixed at R4 500p.a. and stays fixed until the total investment is worth more than R2 250 000. You’re then only charged 0.2% of the value of your investment.
Your annual fee saving with OUTvest's ONEfee could be so much that the difference in fees could mean you get 60% or more out of your investment, assuming the same investment growth rate.
When we built OUTvest one of our main objectives was to simplify investing from the signup journey right through to accessing investment information. Keeping our clients informed through our award winning technology motivates and drives us towards seeking ways to continuously modernize investing.
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A few years ago a great deal of uncertainty and debate prevailed with the apparent rise and threat of the “Robo-Advisor” in the financial services sector. At the time advisors were uncertain as to the role and future that human advisors would fulfil as reports about robo-advisors gained traction. A couple of years on and this perceived threat has now evolved into a massive opportunity to serve our profession and clients better.
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In the world of sports, a ‘win rate’ is a common way to compare teams or coaches over different periods. For instance, one could compare Rassie Erasmus’ coaching tenure to Heyneke Meyer’s, or the Springboks to the All Blacks, by looking at their respective win rates – a simple calculation that expresses wins as a percentage of matches played. In the world of investments, we use a similar but more nuanced metric to measure outperformance over specific timeframes
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Our Robo-advisor will ask you a couple of questions to get to know you in a matter of minutes. Don’t worry, we just need enough information to offer you advice that’s best suited to you.
