STEP 3: CHOOSE THE FEE YOU PAY
Sygnia is determined to lower the cost of saving for all South Africans. We charge no administration fees on any of our own unit trusts or unitised life funds. Read more about our mission to limit fees or request a personalised quote for your chosen investment.
Sygnia unit trust and unitised life funds
NO ADMINISTRATION FEES apply on Sygnia unit trusts and unitised life funds.
All external-manager unit trust funds
Administration fees are charged as follows when you are invested in external-manager unit trusts:
ANNUAL ADMINISTRATION FEE (EXCL VAT)
|Value of all accounts||Sygnia Funds||External-manager funds|
|First R2 000 000||0.00%||0.50%*|
|Over R2 000 000||0.00%||0.20%**|
* 0.50% (excl. VAT) levied on the proportionate value of the external-manager funds you own below R2 million
** 0.20% (excl. VAT) levied on the proportionate value of the external-manager funds you own above R2 million.
Please note: While Sygnia does not charge any administration fees in respect of its own funds, Sygnia takes into account all your investments with us when assessing the R2 million threshold, including your investments in Sygnia funds. For the fees relating to the underlying investment managers please refer to the Sygnia Alchemy Funds document.
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