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Investment Criteria

Please note that the Fees Schedule for Retirement Fund investments differs slightly from that of Non-Retirement fund investments.

Minimum Balances and Order Amounts

  • Equinox Discretionary and Managed Portfolios, Seed Managed Portfolios:
    Monthly debit orders must be a minimum of R1 000 per fund. The minimum initial lump sum investment is R40 000. (It is not compulsory to have both a debit order and a lump sum investment)
  • Equinox Money Market Portfolio:
    Monthly debit orders must be a minimum of R1 000 per order. The minimum initial lump sum investment is R20 000. (It is not compulsory to have both a debit order and a lump sum investment)
Please note that the Equinox Managed Portfolios have changed to unit trusts. Read more.

Our minimum amounts are prescribed to ensure that fees do not unduly affect investment performance. Please contact us if you would like to invest lesser sums so we can discuss the most cost-effective solutions. Please note: Once the minimum lump sum is invested, any amount larger than R1 000 can be added to the portfolio on a once-off investment basis.
Annual management fees are also charged by the unit trust companies. These vary from fund to fund. View details on each fund fact sheet in Fund Profiles A-Z.

Note: All percentages, minimum and maximum amounts above are quoted excluding VAT.

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Equinox.co.za is a division of EFS Investment Solutions (Pty) Ltd, authorised as a discretionary and administrative financial services provider by the Financial Services Board of South Africa.(FSP No: 563)

All investments, including unit trusts, carry risk. The value of your investments can go down as well as up. Information and opinion provided on this website is of a general nature. It does not take into account any person's specific circumstances. It is not intended to provide personalised financial advice, and should not be construed as such.

Contact us by email at direct@equinox.co.za or phone 0860 378 466.

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