Pricing

Choose Your Suitable Plan

Value Fund

A more diversified portfolio of U.S. listed companies. Recommended for people who want more diversity and less volatility in short-term performance.
R 450
00
Monthly
  • FIRST MONTH FREE
  • (no credit card required)
  • Compatible with SHYFT app

Premium Fund

A more concentrated portfolio of the BEST investments we can find, and therefore has a higher expected return,
over the long-term
R 1,350
00
Monthly
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plans

Detailed Plan Overview

The Value Fund

The Premium Fund

Lockstep Member Access

Portfolio Access via website
Actionable Notifications: Receive real-time notifications whenever the Lockstep Portfolio changes
News flow: Stock-specific news updates, macro/market, and portfolio commentary

Administrative Assistance

Comprehensive setup assistance: We can help you set up a brokerage account, guide you in transferring money to your brokerage account, and even walk you through buying and selling your first shares. We are here to help! (Done on Request)​

Your Portfolio

Portfolio Optimiser: Automated calibration of your portfolio to be in lockstep with ours​
Valuation Indicator: if you don’t want to copy our portfolio in its entirety, this indicator allows you to cherry-pick your investments.​

Fund Comparisons

Number of Companies in the Portfolio
Minimum return expectation per investment (Not a guaranteed return)
Average Position Size
Number of Memberships Available

Value Fund

20-30 (US Listed ONLY)

>25%

4.5%

300

Recommend for those looking for more diversity.

Premium Fund

10-15

>50%

7%

100

Recommend for those who are comfortable with a concentrated portfolio.

Subscription Fee

R450.00 per month

R1,350.00 per month

Investing success doesn’t happen overnight, therefore an investment outlook of 3+ years is recommended for both funds.