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Costs

  • There is an annual fee of 1.25% (excl. VAT) that is taken from the income earned in the Fundisa Fund.
  • If you decide to invest with the assistance of a financial advisor, they may charge you a fee of no more than 3% of your investment. This means, for example, that for a monthly investment of R40, an amount of R1.20 may be deducted from your investment and paid to your advisor.
  • The bank where you have opened your Mzansi account may also charge a debit order fee each time you pay money into your Fundisa Fund account. Find out from your bank how much this will be.