It is becoming more and more important to ensure your Living Annuity is invested in funds with low volatility and downside protection. We recommend funds that have produced consistent returns of 10%-12% p.a. and provide protection to your capital.
The Prosperity Worldwide Flexible fund has achieved 25.21% total return (net of management fees) since inception to 21 October 2016 (2 years and 1 month) for an annualized return of 11.32% p.a. compared with the local JSE All share index total return of 3.65% and an annualized return of 1.73% p.a. (see chart below).
Transfer your existing living annuity at no fee to the Allan Gray platform to access the Prosperity Worldwide Flexible fund.
Please request one of our consultants to contact you today to facilitate the change and reduce volatility (click here).
Click here to see the latest Prosperity IP Worldwide Flexible Fund of Funds fund fact sheet.
