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Endowment

The Ashburton Endowment is a savings product for investors with an investment horizon of at least five years. You can use this product to save for a specific goal, such as your children’s education, a new car, holiday or to grow your wealth.

http://www.ashburtoninvestments.com/expectmore/

 

Initial fees

Annual fees
(VAT is not applicable)

Ashburton funds

0%

0%

RMB Solutions

0%

0%

Third-party funds

0%

First R1m - 0.45%

Next R2m - 0.35%

Above R3m - 0.22%

Fees are calculated
by aggregating your
total investments
across all products.

Financial advisor
fees *

Maximum 3%
(excl. VAT)

Maximum 1%
(excl. VAT)

* Agreed between you and your financial advisor

Fund literature
Forms

Application

Terms and conditions

Brochures

Product Information

Fund list

Fund literature

Forms

Application

Terms and conditions

Brochures

Product Information

Fund list