Costs are one of the most important considerations when investing. Even what appear to be very small, very reasonable fees (just a few percent upfront and annually) can have a huge effect on the performance of your investment over 10 or 20 years.
Satrix is a cheaper way to invest in a portfolio of JSE shares on the JSE; its costs are literally a fraction of investment advisors, mutual funds and unit trusts. This enables your investment in Satrix to perform at its best, with very little handicap from costs.
There are two levels of costs:
- Total expenses of the portfolio (including management fees paid to Satrix Managers (Pty) Ltd)
- Brokerage fees, financial advisor fees or Satrix Investment Plan fees depending on your preferred channel of investment