investment costs/fees Archives - Page 2 of 2

Video: OUTvest ONEfee, a 0.2% RA

Simon Brown 16 January 2020Webinar and Video

OUTvest introduce their ONEfee retirement annuity (RA) product that offers a flat R4,500 annual all-in fee or 0.2% when the RA is worth more than R2.25million. In this video Grant Locke from OUTvest introduces the new offering that is expected to shake up the retirement industry. Download the presentation OUTvest -ONEfee Launch Presentation Final. That’s ...

Podcast: The economy is broken

Simon Brown 5 December 2019JSE Direct, Latest

Upcoming events; 05 December ~ Position your portfolio for 2020 Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes Simon Shares Third quarter GDP came in at -0.6% making the fourth negative GDP in the last seven quarters (since Jan 2018). ...

Podcast: It’s not ok to just be your best

Simon Brown 28 November 2019JSE Direct, Latest

Simon Shares Woolies* (JSE code: WHL) update is same old same old. Local food doing great, fashion okay and Australia still under pressure with the refurbishments due to end March 2020. Brait (JSE code: BAT) announces a large recapitalisation with a cR5.5billion rights issue at a 27% discount to the share price and about 60% ...

Video: Definitive Guide to Investment Costs

Simon Brown 11 April 2019Learn Investing, Power Hour, Video Invest, Webinar and Video

The Definitive Guide to Investment Costs We have to pay fees when investing, that’s unavoidable. But how much we pay is important as it impacts out long-term returns and knowing what they really are all about is equally important. Over the last two decades the war against fees has been a huge success. Back in ...

Retire: Fees – Part 2 (because eureka moments)

Carina Jooste 10 July 2018Latest, Retire

Find part 1 here. If you listen to The Fat Wallet Show you would know that we talk about fees. A lot. Why? Because fees are known for hacking away at returns. Every one percent charge can have a substantial effect on how comfortable your retirement will be. In July 2013, the National Treasury released ...

Retire: Fees – Part 1 (because it’s complicated)

Carina Jooste 5 June 2018Latest, Retire

Retirement fees Before we tackle the effect fees can have on the returns of your RA investment (and what you can do to prevent it), let’s get acquainted with the types of fees you may encounter when scrutinising your statements. Financial advisor fees There are various ways in which a financial advisor can charge for ...

ETF: Total return ETFs explained

Kristia van Heerden 21 March 2018ETF Blog, Latest

Note: New legislation regarding the availability of total return ETFs is expected in the first half of 2023 In this week’s Fat Wallet Show, we talk about the tax implications of investing in a total return ETF. In this article we’ll flesh out the discussion. We’ll explain what a total return ETF is, who might ...

The Fat Wallet Show with Kristia van Heerden

Podcast: Figuring out investment fees

Kristia van Heerden 19 March 2018Latest, The Fat Wallet

A few weeks ago I attended a 10X event in Johannesburg. Being a low-cost retirement annuity (RA) provider, obviously much of the discussion centred around fees. Steven Nathan, who runs 10X, did an analysis of a statement sent by an old-school retirement product provider. He used the real example to illustrate how impossible it can ...

ETF: Are cheaper ETFs better?

Kristia van Heerden 19 July 2017ETF Blog, Latest

The local ETF market continues to expand. Greater competition in the space achieved what greater competition always achieves - lower prices. We’ll never complain about low investment costs, but having so many similar ETFs to choose from is causing some anxiety. If two index-trackers track the same index, the one with a lower TER will ...

Podcast: Churn in ETFs

Kristia van Heerden 13 June 2016Latest, The Fat Wallet

I like to think about investment fees. A man in a clown suit can lure me into a panelled van with a cheap ETF. Over the last week or so, however, I’ve come to realise that an ETF’s price tag is only one part of a much bigger picture. Yes, Big Bad Industry, I realise ...