Click here to Invest Now
Further Reading
Application Forms
Suitable if you are...
Fact Sheets

Investec iSelect Retirement Annuity Fund

Saving for your future is simple with the Investec iSelect Retirement Annuity Fund

No matter where you are in life, there’s always tomorrow. How rewarding your future is depends on how well you plan and make provision for it now.  You can start saving for your future by putting away as little as R500 a month into a retirement annuity (RA).

Save for your retirement for as little as R500 a month

The Investec iSelect Retirement Annuity Fund offers you a cost efficient way to save for your retirement.  You do not pay any initial administration fees.  What's more, most unit trust funds on the iSelect fund platform have undertaken to refund all or part of the annual administration fee.

Save for your retirement by putting away as little as R500 a month.  That's our minimum for the Investec iSelect Retirement Annuity Fund (Investec iSelect RA).  If you haven't contributed to an RA this year make a lump sum contribution and reduce your tax bill for the year.

For more information and assistance with investing, please contact your financial adviser or call Investec Client Service on 0860 555 700. If you are unsure about how to plan for your retirement we recommend that you consult an independent financial adviser.

Download the Investec iSelect Retirement Annuity Fund Brochure

 
  1. A range of top quality unit trust funds with which to build your portfolio
  2. The flexibility to switch between unit trust funds as your financial needs change
  3. Cost efficiency – flat annual administration fees reduced by fund refunds, and negotiable advice fees
  4. Transparent pricing and performance
  5. Tax efficiency - contributions are tax deductible  within certain limits
  6. Online transactions and access to portfolio information via a secure website
  7. Online statements with relevant information that is easy to understand
  8. A flexible retirement date – any time after age 55
  9. The freedom to change your contributions, make your RA paid up or transfer to another RA fund without facing any penalties
Investec iSelect RA
Debit orderR500 per month (existing investment not required)
Lump sumR50 000
Additional amountsR10 000

iSelect Pricing Structure

Investec iSelect offers a simple and transparent pricing structure. No initial product fees and a simple flat annual administration fee make Investec iSelect RA one of the most cost efficient ways to save for retirement.  In addition, the funds on the iSelect platform have undertaken to refund part or all of the annual administration fee. View the iSelect pricing structure

To invest in our unit trusts, follow the 3 easy steps below:

  1. Download, print and complete the Investec iSelect Retirement Annuity application form:
    Investec iSelect Retirement Annuity application form
  2. Deposit your investment as instructed
  3. Fax the completed application form and supporting documents to 0861 500 100.

For other Investec application and transaction forms click here