Alexforbes acquires OUTvest

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Alexforbes has acquired 100% of the shares in OUTvest, and we are proud to be a part of this leading South African financial services group.

Investing money is easy with our Voluntary Plan

Investing money is a great way to build wealth for your future or to work towards a financial goal. And with the OUTvest Voluntary Plan, you get an intelligent method of growing your money, where you invest it into our uniquely engineered unit trust funds or even our Global Wealth Builder

What is the OUTvest Voluntary Plan? 

Voluntary investments, also known as discretionary investments, are quite literally at your discretion. You have the flexibility to invest on your own terms, in your own time, towards your own specific goals.  

What does our Voluntary Plan give you?
What does our Voluntary Plan give you?
How to start investing 

Investing money doesn't have to be complicated. That's why we've designed our system to offer various investment options in a way that is as straightforward and user-friendly as possible. 

Part of what makes investing money with us so simple is our innovative Robo-Advisor. 

Download our app to have our Robo-Advisor ask you a couple of quick, easy questions. The system will then suggest which fund best suits your needs and your timeline. 

It's our way of keeping investment management and investment planning as transparent and cost-effective as possible. 

Try it now with no obligation to invest. 

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Benefit from our revolutionarily low fees 

Our investment management services are a hybrid between Robo-Advice and advice from our expert human financial advisors.

This helps us to keep our fees as low as possible. In fact, our innovative ONEfee model could save you as much as 90% in fees, leading to you getting up to 60% more OUT of your investment. Read more about how our fees work here

See how ONEfee could change the value of your investment

Here's an example of how having the same investment growth rate, but different fees, could lead to a significantly better investment outcome. 

Jenny pays 47% less in fees. She could get R92 000 more OUT of her investment. 

Jenny is 25 years old and will be saving R1 500 per month towards a voluntary investment for 15 years. Her monthly contributions will escalate at 6% per annum. 

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 Coreshares OUTmoderate Index 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.
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Investments in South Africa for beginners 

The OUTvest Voluntary Plan is great for seasoned investors looking to diversify their portfolios. But it's also great for those who are new to the world of investing money. 

Our system will guide you every step of the way. Whether you'd like to invest in short term investments or long term investments, we will help you get to your desired outcome.

You can choose whether you want to invest a lump sum, or whether you want to invest every month. And you only need as little as R100 to start investing! 

Get your friends and family involved with Crowdvest 

Crowdvest gives your friends and family the opportunity to invest towards your Voluntary Plan. By investing money towards a shared goal, you can reach your outcome faster.

Learn more about Crowdvest
Need to chat with someone?

If you have any questions about investing money in our Voluntary Plan, just say the word and one of our expert advisors will be in contact.

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Frequently asked questions
Is there a limit as to how much I can contribute?

You can add as much money as you like to our Voluntary Plan, there is no limit.

Are there any tax implications?

There are certain tax implications such as Capital Gains Tax, Tax on Interest and Dividends Tax when investing in our Voluntary Plan.

The true effect of most of these taxes is only really felt after a few years of investing or as your funds increase substantially in value.

SARS does however give you some incentives annually to ease the effects of these taxes, such as rebates and exemptions up to certain limits. These exemptions and limits can be found on the SARS website and apply cumulatively to all investments that you have.

When can I withdraw my money?

You can withdraw your money at any time without any penalties and your money is not locked away.

There might be tax implications such as Capital Gains Tax when you withdraw from our Voluntary Plan.

How long does it take to make a withdrawal?

A withdrawal takes roughly three to four working days to complete.

What happens to my investment should I pass away?

In the event of your death, the money in your OUTvest Voluntary Plan will go directly into your estate.  There is no provision to nominate any beneficiaries.

Is my investment protected from creditors?

By law, our OUTvest Voluntary Plan is not protected from your creditors and if your estate is sequestrated it may be liquidated and paid to your creditors.

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