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-
.
-
.
-
.
plans
Detailed Plan Overview
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.
and then