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Compare investment funds, retirement annuities, and ETFs in South Africa.
Compare Investment Funds
Explore South Africa's top-performing investment funds from award-winning managers. Use the filters to narrow down to funds that fit your goals.
| Fund Manager | Fund Name | Type | 3-Year Return | Fee (TER) | Min Investment |
|---|---|---|---|---|---|
| Granate Asset Management | Granate Balanced Fund | Balanced | 18.87% p.a. | 0.95% | R500 |
| PSG Asset Management | PSG Growth Fund of Funds | Growth | 18.24% p.a. | 1.20% | R1,000 |
| Coronation Fund Managers | Coronation Top 20 Fund | Equity | 17.85% p.a. | 0.85% | R500 |
| Allan Gray | Allan Gray Balanced Fund | Balanced | 16.45% p.a. | 1.50% | R5,000 |
| Investec Asset Management | Investec Equity Fund | Equity | 15.92% p.a. | 1.25% | R10,000 |
| Fairtree Asset Management | Fairtree SA Equity Fund | Equity | 15.50% p.a. | 1.10% | R1,000 |
| Alexander Forbes | Alexander Forbes Balanced | Balanced | 15.20% p.a. | 0.90% | R500 |
| Satrix (Index Tracking) | Satrix Balanced Index | Index | 12.85% p.a. | 0.35% | R500 |
Top Raging Bull Awards Winners 2026
🥇 Manager of the Year
Alexander Forbes Investments
🥈 Runner-up
Sasfin Asset Managers
🥉 Third Place
Sygnia Asset Management
Compare Retirement Annuity Providers
Find the best RA provider for your retirement savings with our detailed comparison.
| RA Provider | Platform Fee | Fund Options | Best For | Minimum |
|---|---|---|---|---|
| 10X Investments | 0.8% | Curated ETF portfolios | DIY investors, low cost | R100 |
| Sygnia | 0.4% | Index & active funds | Passive investors, lowest fee | R500 |
| Easy Equities RA | 0.7% | Choose your own ETFs | Complete control, DIY | R500 |
| Allan Gray | 1.3-1.7% | Active management funds | Expert selection, hand-holding | R5,000 |
| AlexForbes | 0.9% | Wide fund range | Large amounts (R650k+) | R10,000 |
| Coronation | 1.5% | Premium active funds | Affluent investors, top returns | R50,000 |
Tax Benefits of Retirement Annuities
💡 Tax Deduction: Contribute up to 27.5% of your taxable income (max R430,000/year) and claim it as a tax deduction. At 36% tax bracket, every R1,000 = R360 back from SARS.
📈 Tax-Free Growth: All investment growth (dividends, interest, capital gains) inside the RA is tax-free. This compounds significantly over 20+ years.
⚖️ Regulation 28: RAs must comply with Regulation 28 - max 75% equities, 45% offshore, 25% property. Protects your retirement savings from excessive risk.
Compare Exchange Traded Funds (ETFs)
Low-cost, passive index tracking ETFs listed on the JSE.
| ETF Name (Ticker) | Type | TER | Latest NAV | 3-Year Return | Best For |
|---|---|---|---|---|---|
| Satrix Top 40 (STX40) | SA Equity | 0.20% | R450.50 | 15.20% p.a. | SA stock market exposure |
| Satrix MSCI World (STXWDM) | Global Equity | 0.40% | R2,180.30 | 12.85% p.a. | Developed markets diversification |
| Sygnia Itrix S&P 500 (SYG500) | US Equity | 0.30% | R3,650.75 | 18.45% p.a. | US large-cap technology exposure |
| Satrix Dividend Aristocrats (SDIV) | SA Dividend | 0.45% | R1,245.60 | 11.50% p.a. | Income generation |
| Sygnia Skeleton Balanced 70 (SYG70) | Balanced (70/30) | 0.50% | R850.20 | 10.85% p.a. | All-in-one portfolio |
| Satrix Multi-Asset Credit Income (SMCI) | Bond/Income | 0.35% | R1,120.10 | 6.50% p.a. | Stable income, lower volatility |
Investment Calculators
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RA Tax Deduction Calculator
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Investment Health Score
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