Technology enabled professional portfolio management at the lowest price. Sweidan is up to 100% cheaper than standard alternatives.
This means Sweidan can be as much as half the price as a more traditional solution.
Some advisors charge an upfront fee of 3% which we have not taken into account here.
Sweidan Balanced Fund
Traditional Balanced Fund
Asset Manager Fee
Morningstar, a global leader of independent investment research and data, found in its published 'Global Fund Investor Experience Study' that the average South African Balanced fund charges 1.63%.
Sweidan has found that about 35% of South African Balanced Funds have a total expense ratio of more than 2% p.a.
We do not charge any performance fees
Moreover, by optimizing our algorithms, we are able to trade far less often, mitigating unnecessary costs through optimized rebalancing. By taking into account all the above factors Sweidan is able to provide the investor with the most effective, efficient model possible creating possibility for compounding growth and minimizing costs.