What is the TER for retirement funds?


Hi, What is the current TER on the High Equity fund? Thanks Dylan


Dylan, For retirement funds, the TER is fund/client specific and depends in part on the value of the fund (for the investment fee) and on membership numbers and average contributions (for the admin fee). Please refer to these links for more detail on our investment fees. There is no separate admin fee for our RA, Preservation and Unit Trust funds.

  1. Retirement annuity fund fee structure
  2. Preservation fund fee structure
  3. Umbrella fund fee structure
  4. High equity unit trust fee structure

The information and answers supplied in this section do not constitute advice as defined by the Financial Advisory and Intermediary Services Act, 37 of 2002.

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