Frequently asked questions
By the end of the 3rd week of the following month.
Provided that the instruction is received before the 3pm cut-off, the funds will be available in your account within 48 hours.
No. There are no penalties or costs when withdrawing or cancelling your investment. You can change, stop, and restart your debit order whenever you need to, at no extra cost.
The fund which is suitable for you is dictated by your individual investment and savings goals, your risk appetite, and your investment time horizon.
If you are not comfortable making your own investment decisions, you may wish to speak to a qualified independent financial adviser who may assist you with your financial plan and provide appropriate advice.
If you access the Truffle funds directly, the minimum investment amount is R10 000.00 (lump sum), and the minimum debit order is R500.00 per month.
If you access our funds through an investment platform, also known as a Linked Investment Service Provider (LISP), the LISP minimums would apply. Click here to view the platforms on which our funds are available.
A unit trust is the pooled money of many investors that is invested in the financial markets through a single collective investment scheme (CIS).
The fees and charges depend on the unit trust selected.
The investment management and administration fees are charged inside our unit trusts and deducted before we publish the fund’s performance. This means that no fees are deducted from your initial investment. The return you see on the fund fact sheet is what you get as the investor.