There are FOUR ways to invest in Bips ETF’s:
1. Through a stockbroker
Clients can purchase and sell BIPS ETF’s via registered JSE stockbrokers.To find a JSE Broker Member click here.
Alternatively for online broking please contact:
FNB Share Investing
Visit: www.fnb.co.za/shareinvesting
Or call: 0860 SHARES (742 737)
2. Through a BIPS investment plan
An investment plan is specially structured for the individual investor to easily access ETFs via a monthly debit order or single lump sum investment.The investment plan is administered by Automated Outsourcing Services (Pty) Ltd on behalf of BIPS. AOS is a registered administrator with the Financial Services Board (FSB).
The BIPS investment plan may be accessed as follows: Bips investment plan.
Alternatively, complete the necessary application forms below and following the directions thereafter.
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New Business Application Form (Get Started!) |
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Additional Lump Sum Investment Application Form (Already have an ETF investment and would like to make an additional lump sum investment?) |
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Additional Debit Order Investment Application Form (For existing investors who wish to make additional debit order payments) |
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Switch Application Form (Do you want to switch between ETF’s) |
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Repurchase Application Form (Do you want to sell your ETF investment?) |
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CSDP Transfer Form (For investors who wish to transfer their ETF investment from the BIPS investment plan to another broker) |
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Transfer Application Form |
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Debit Order Amendment Form |
Please fax the completed forms to (011) 252 7044 or E-mail bips@aospartner.com.
For more information, please contact our Call Centre on 0860 00 2477.
Annual Investment Plan Fees: (calculated daily and deducted quarterly)
R0 to R100 000 - 0,80%
R100 000 to R250 000 - 0,75%
R250 000 to R1 000 000 - 0,70%
R1 000 000 to R3 000 000 - 0,50%
R3 000 000 or more - 0,45%
Fees quoted are exclusive of VAT.
In addition to the above administration fees annual management fees are payable to the fund manager depending on the fund invested in. Please visit the respective Bips40 or InflationX factsheets for more information on the actual fund management fees.
3. Through the ETFSA Investment Platform
etfSA is an ETF fund platform offering investors the complete range of ETF’s available on the JSE.http://www.etfsa.co.za/index.php/how-to-invest/104
or contact the ETFSA Contact Centre on 0861 383 721 or email queries@etfsa.co.za
4. Through the Manager
For investments in excess of a one million units please contact the Manager on Tel: 011 282 8271 or email etf@rmb.co.za for both cash and in specie creations.
| BIPS TOP 40 | |
| Market Price | R30.63 |
| Underlying Index Price | 30609.13 |
| NAV* | R30.722635 |
| INFLATION X | |
| Market Price | R16.49 |
| Underlying Index Price* | 164.723 |
| NAV* | R16.4883 |
| Weighted average yield | 1.8132 |
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| *as on close of business 03/01/2012 | |