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Satrix Retirement Plan

Satrix Managers offers investors easy, cost-effective access to the markets through a wide range of passively managed personal finance investments.

Satrix provides an investment management solution within the Satrix Retirement Plan. This is offered under the Personal Portfolio Retirement Annuity Fund ("the Fund"). By investing in this plan, you become a member of the Fund which is administered by Glacier Financial Solutions (Pty) Ltd ("Glacier"). Investment choice is limited to unit trust funds managed by Satrix. Glacier and Satrix are part of the Sanlam Group of Companies, and licensed as Financial Services Providers under the Financial Advisory and Intermediary Services Act, 2002.

We believe that diversified market exposure can be achieved at a relatively low cost, without necessarily compromising on investment performance. Our index-based products provide investment solutions that are transparent and easy to understand.

You have a choice of two underlying investments (unit trusts) managed by Satrix who has a proven investment track record. You can make single or regular investments into your plan and suspend your contributions for any period without any penalties. You can access your investment only once you retire, which is any age after 55, or earlier upon disability or emigration.

Note that the Satrix Retirement Plan product is substantially different from a unit trust, for example in terms of legal structure, administration, taxation and access to funds. Click here for the brochure to learn more about this product before applying.

Fund Factsheets

In order to make informed decisions, research is key. Find out all there is to know about the various funds available on the Satrix Retirement Plan by downloading the relevant factsheets below. To find out what the Effective Annual Cost (EAC) for each fund will be, put our innovative EAC calculator to the test.

Note: Changes to an existing investment, such as an additional lump sum, change in monthly debit order contributions or changes in intermediary fees, may result in a change to the Effective Annual Cost. To obtain an updated calculation, please contact our Communication Centre at +27 21 917 9002 or 086 045 2364.

Satrix Balanced Index Fund View Fund Download PDF Calculate EAC
Satrix Low Equity Balanced Index Fund View Fund Download PDF Calculate EAC

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