Reach your financial goals with a simple, cost-effective savings plan
Call Hollard Investments on
0860 202 202 or email
customercare@hollardinvestments.co.za
Visit our secure online portal to invest now or manage your investments.
View our table with the fees charged based on the investment value.
Follow our easy steps on how you can invest with Hollard Investments.
Go to our frequently asked questions to help you with any queries you may have.
A fee is charged on the value of your investment account as follows:
Unit Trust fund name | Initial Fees (excl. VAT)Hollard initial administration fee | Initial Fees (excl. VAT)Unit Trust initial fee | Annual Fees (excl. VAT)Hollard annual administration fee | Annual Fees (excl. VAT)Unit Trust annual management fee |
---|---|---|---|---|
Hollard BCI Money Market Fund B | 0% | 0% | 0% | 0.30% |
Hollard BCI Yield Plus Fund B | 0% | 0% | 0% | 0.50% |
Hollard BCI Dynamic Income Fund B | 0% | 0% | 0% | 0.70% |
Hollard BCI Conservative Growth Fund of Funds B | 0% | 0% | 0% | 1.20% |
Hollard BCI Moderate Growth Fund of Funds B | 0% | 0% | 0% | 1.20% |
Hollard BCI Managed Growth Fund of Funds B | 0% | 0% | 0% | 1.20% |
Hollard BCI Property Fund B | 0% | 0% | 0% | 1.00% |
Hollard BCI Equity Fund B | 0% | 0% | 0% | 0.90% |
Hollard initial administration fee
0%
0%
0%
0%
0%
0%
0%
0%
Unit Trust initial fee
0%
0%
0%
0%
0%
0%
0%
0%
Hollard annual administration fee
0%
0%
0%
0%
0%
0%
0%
0%
Unit Trust annual management fee
0.30%
0.50%
0.70%
1.20%
1.20%
1.20%
1.00%
0.90%
Access the Hollard BCI Unit Fund factsheets, latest and historic unit prices, investment insights, and more.
Find all the forms and documents you’ll need to invest in the Hollard Savings Plan here.
When it comes to your savings plan, we highly recommend seeking guidance from a qualified financial advisor. They can help you select the right products and investment portfolios to meet your specific financial goals. Comprehensive financial planning is more than just choosing a product - it involves a variety of factors that work together to achieve success. With a professional advisor on your side, you can ensure that your savings plan is tailored to your unique needs and aligned with your long-term objectives.
If you would like to proceed without the assistance of a financial advisor, please follow the steps below:
Fax: 011 351 3816
Email: customercare@hollardinvestments.co.za
Find an investment option to best suit your needs. Get an online quotation now.
Yes, you can, however, it depends on the rules of your existing investment. Chat with us about the options available to you.
You can select from the range of Hollard BCI Unit Trust Funds. You may select any one or a combination of them. You may also switch between funds at any time.
Yes, additional contributions can be added to the investment at any time via Lump sum or debit order. Your debit order can start, stop, or be amended at any time.
Yes, you may make any number of withdrawals as frequently as you like.
The investment is subject to the following taxes:
You may cede some or all your investment as collateral/security.
No, due to the nature of the product, you may not cancel your investment and no cooling-off period applies. You may request a full withdrawal or you may transfer your investment to another authorised provider.
No, the savings plan does not provide a guarantee on the investment value of your investment account, nor does it guarantee the performance of the investment. The market value of the investment may fluctuate. The investor carries the investment and market risk, which may include the possibility of losing capital.
Your investment forms part of your estate and will be governed by your last will and testament. Any beneficiaries who receive a portion of the investment, according to the instructions of the executor of the estate, may receive their portion as a cash pay-out or a transfer to an investment account in their name at Hollard or another product provider.
It’s not required but we highly recommend that you appoint a financial advisor to assist you. Hollard Investments in their capacity as the administrator doesn’t provide financial advice and may only supply factual or administrative information relating to the investment products and portfolios.
Hollard Investments is part of the privately-owned Hollard Group. Through partnerships and by enabling our clients to create and secure better futures we achieve what is at the core of Hollard Investments’ purpose. We strive for a more efficient and accessible way for your money to get you to where you want to be. We are committed to shared success with financial advisers and investors. We’ve got this, together.