Wife and I are moving to the USA on an internal transfer, so I need to decide on a local preservation fund.
I'm looking for alternatives, pitfalls and any words of wisdom you can give!
My Funds are currently in an Allan Gray Balanced Fund, which hasn't done too badly and has "relatively" low fees.. So keeping it in that fund doesn't seem like a bad idea.
But in doing some due diligence, I'm investigating other options:
- I've got a Discovery Broker who's getting me a quote using my current balance. So it'll include their investment booster thing +15% of invested funds since i'm 29 + all the usual discovery T&C's and fees (which seem quite high, I'm scared they basically erase the funds boost in a few years).
- Also looking at the Sygnia Skeleton Balanced 70
- and 10x (I assume High Equity).
#confused