Alexforbes acquires OUTvest

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.

Retirement promotion now closed

While this incredible promotion has come to an end, you can still get more OUT of your retirement investment with the OUTvest Retirement Annuity.

Read the competition Ts and Cs here.

Transfer now to enter

Transfer Retirement Annuity Transfer Preservation Fund Transfer Pension/Provident Fund

Why choose an OUTvest for your retirement planning?

Retire better

Our ONEfee model is designed to give you more out at retirement. Lots more! When it comes to investing, low fees can make all the difference. Learn more about our ONEfee.

Switching is easy

If you think it's tough to switch your retirement investment to OUTvest, think again. We'll handle pretty much everything for you.

Great RA tax benefits

Retirement Annuity Fund contributions are tax-deductible. Plus, the returns you earn on your investment are tax-free. Thanks SARS!

Preserve without the tax

There's no tax payable when transfering a Pension, Provident or existing Preservation Fund to OUTvest's Preservation Fund.

OUTcomes-based investing

Our advanced platform helps you stick to your retirement goals by tracking and monitoring your investment in real-time.

Quality funds

Depending on your needs and time horizon (how long you will be investing), we advise you which of our quality unit trust funds will be best.

Why choose an OUTvest for your retirement planning?

Retire better

Our ONEfee model is designed to give you more out at retirement. Lots more! When it comes to investing, low fees can make all the difference. Learn more about our ONEfee.

Switching is easy

If you think it's tough to switch your retirement investment to OUTvest, think again. We'll handle pretty much everything for you.

Great RA tax benefits

Retirement Annuity Fund contributions are tax-deductible. Plus, the returns you earn on your investment are tax-free. Thanks SARS!

Preserve without the tax

There's no tax payable when transfering a Pension, Provident or existing Preservation Fund to OUTvest's Preservation Fund.

OUTcomes-based investing

Our advanced platform helps you stick to your retirement goals by tracking and monitoring your investment in real-time.

Quality funds

Depending on your needs and time horizon (how long you will be investing), we advise you which of our quality unit trust funds will be best.

Get more OUT at retirement with ONEfee

Browse through some examples of how our ONEfee, in combination with our Retirement Annuity or Preservation Fund, makes all the difference to your outcome at retirement.

More about our ONEfee

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.