How much does it cost?
How much does it cost?

How much does it cost?

Fee calculator

Tell us how much you plan to have invested, and we will tell you what it costs and how much you could potentially be saving with OUTvest compared to traditional investing.

It costs you less per year if you OUTvest.

OUTvesting

per month

per year

ONGOING ADVICE

per month / per year

+
ONGOING ADMIN

per month / per year

+
ONGOING INVESTMENT

per month / per year

Traditional investing

per month

per year

ONGOING ADVICE

per month / per year

+
ONGOING ADMIN

per month / per year

+
ONGOING INVESTMENT

per month / per year

 

The average industry fee for a similar investment is between 2% and 3%, but can be 4% or higher - look at the fees you are paying on your investments and compare.

Why OUTvest

You never ever pay:

OUTsurance

Switching fees

 Some advisors and administration providers charge a switching fee if you want to switch between various investment funds. We don't.

OUTsurance

Upfront advice fees

Some advisors charge fees for setting up your investment plan; up to 5% of the value of your investment. We do things differently and never charge you any upfront advice fees, so you put more of your money into your investment.

OUTsurance

Performance fees

These fees are common in the industry and are linked to the performance of a fund. The better the fund manager does, the greater the fees; some performance fees can be as high as 2.5% of your investment per year. This fee can have a major impact on your investment – that’s why we never charge you performance fees.

 

OUTsurance

Cancellation fees or transfer fees

In some instances, you might be charged a cancellation fee or incur a penalty when you transfer your investment to another provider, or cancel your investmentbut we will never charge you this fee. We’d never use a penalty fee to try and make you stay with us. As the saying goes, “If you like your clients, set them free.”

Who's involved

s&p image
OUtvest
Coreshares
Granate asset management
© OUTvest Proprietary Limited - A Member of the OUTsurance Holdings Group and an Authorised Financial Services Provider FSP (47234) 1.27.0.0
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