own your FUTURE

Aurora Regulation 28 Fund (Untaxed)

More about the returns

The fund aims to achieve a targeted return of 11.5% per year, net of fees, based on the strategic asset allocation shown below:

More about the instruments

  • Cash: Conventional money market and or call account instruments.
  • Medium and long-term debt instruments: These instruments are listed and unlisted medium and long-term debt instruments from various issuers across multiple business sectors, including but not limited to Financial Services, Local Industrial and Local Agricultural business. These instruments provide predictable income, inflation protection, and low correlation to traditional markets.
  • Global and local bonds: Government issued bonds of various durations.
  • Global and Local equity: Conventional listed local and global shares.

Basic Fund Information

Min Lumpsum Investment
R 1 k
Min Recurring Investment p/m (Retirement Annuity)
R 10
  • Platform:
    LifeCycle
  • Fund Type:
    Regulation 28 compliant fund
  • Surrender penalties:
    Not applicable
  • Regular withdrawal allowed:
    No
  • Partial withdrawal allowed:
    No
  • Investment top-up allowed:
    Yes – until retirement
  • Investment platform:
    LifeCycle Retirement Annuity or Preservation Fund
  • Management fees:
    1.73% pa including VAT
Information Sheet
Download

Have any questions or require more info? Feel free to reach out to us today:
012 942 9362
hercu@auroracapitalsa.com

More about taxation

  • Interest Income: Based on current legislation, returns of a portfolio in a Retirement or Preservation Fund are not taxed.

Disclaimer: Returns mentioned are not guaranteed and past performance is not an indication of future outcomes. Aurora Capital SA (Pty) Ltd is an authorised financial services provider, regulated by the Financial Sector Conduct Authority – CAT II Lisence number 54262. For more information visit www.auroracapitalsa.com.