EasyEquities updated terms?

zerocool2009 said:
Correct.

My issue currently, I have funds what is based on pricing growth... and zero dividends payable

My worries now, over 10 years, whats that bulk in fees (costs)?

Click to expand...
Most ETFs are way below 1%, closer to 0.5% a lot even lower. You'll be ok.

The expensive onesin my experience are either from Sygnia, ETFs that rebalance monthly instead of quarterly and offshore ones with lots of constituents.

In other words, those which trade a lot within the fund.
 
Here you go: a table with all the data and links to fundsheets you need.

www.etfsa.co.za

ETP Information | ETFSA

ETFs, AMETFs, ETNs and AMCs - view all the Exchange-Traded Products that ETFSA gives you access to on a single platform.
www.etfsa.co.za www.etfsa.co.za
 
Hamster said:
Most ETFs are way below 1%, closer to 0.5% a lot even lower. You'll be ok.

The expensive onesin my experience are either from Sygnia, ETFs that rebalance monthly instead of quarterly and offshore ones with lots of constituents.

In other words, those which trade a lot within the fund.
Click to expand...

I moved my tfsa to EE. One fund (sygnia 4th generation ....). R190 dividends paid out, I got only R42 after fees. Value of the fund is R35000, with no monthly topups
 
zerocool2009 said:
I moved my tfsa to EE. One fund (sygnia 4th generation ....). R190 dividends paid out, I got only R42 after fees. Value of the fund is R35000, with no monthly topups
Click to expand...

Blame Sygnia:
Gross dividends 14.53374
Foreign dividend withholding tax -2.49585
Less Interest Expense 0.00000
Less Portfolio costs -7.98004
Distributable dividend 4.05785


SA dividend withholding tax
Gross dividend 14.53374
Less Portfolio costs -7.98004
Net dividend 6.55370
SA dividend withholding tax 1.31074
Click to expand...

So the SENS literally states that a dividend of 4c per security is declared. R35k portfolio @ +-R35.00 per security
= 1000 x 4c
= R40

You can add the extra 1-2 cent charged for tax back into the TFSA which means +-42c x 1000 = R42

Not sure where the R190 comes from
 
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