We use cookies to ensure that we give you the best experience on our website. This includes cookies from third party social media websites if you visit a page which contains embedded content from social media. Such third party cookies may track your use of the Ashburton Investments website. We and our partners also use cookies to ensure we show you advertising that is relevant to you. If you continue to browse our website, we'll assume that you are happy to receive all cookies on the Ashburton Investments website.

Terms and conditions
You are viewing the site as

Change your profile:

You are viewing this site as: Individual investor

Preservation fund

The Ashburton Pension and Provident Preservation funds are designed to help you preserve your existing retirement savings to keep your retirement planning on track. The funds comply with Regulation 28 of the Pension Funds Act.

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

 

Initial fees

Annual fees
(excl VAT)

Ashburton funds

0%

0%

RMB Solutions

0%

0%

Third-party funds

0%

First R1m - 0.40%

Next R2m - 0.30%

Above R3m - 0.20%

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

Financial advisor
fees *

Maximum 3%

Maximum 1%

* 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