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What retirement annuity is suited for me?

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What investment strategy is suited for me?

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What is your expected retirement age?

Are you currently contributing to a pension or provident fund?

Are you self employed?

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What do you want to contribute to a new RA?

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Your investment type is Moderately Conservative (2/5)

Long term average
Best case outcome
Worst case outcome

*We estimate a % average annual return, which is not guaranteed.

*Past performance is not a guarantee of future performance

See how your investment should grow if you invest R and R monthly for years

A conservative investment strategy can be described as a low-risk investment with the objective of generating above-inflation growth over a 3-year period. A conservative portfolio is comprised of stable and income funds.

A moderately conservative investment strategy can be described as a low to medium-risk investment with the objective of generating above-inflation growth over a 3 to 5-year period. A moderately conservative portfolio is comprised of stable and medium-equity funds.

A moderate investment strategy can be described as a medium-risk investment with the objective of generating growth well above-inflation over a 5 to 7-year period. A moderate portfolio is comprised of balanced and worldwide funds to achieve its investment objective.

A moderately aggressive investment strategy can be described as a medium to high-risk investment with the objective of generating returns well above inflation over the medium to long-term. A moderately aggressive portfolio is comprised of balanced and flexible funds.

An aggressive investment strategy can be described as a high-risk investment with the objective of generating maximum returns attainable from equity markets (shares) over the long-term. An aggressive portfolio is comprised of equity and value funds with exposure to both SA and offshore equity markets.

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Asset Allocation

Local

  • Cash
    37.7%
  • Bonds
    30.4%
  • Equity
    11.5%
  • Property
    2.6%
  • Hedged Equity
    0.5%

Foreign

  • Cash
    1.3%
  • Bonds
    6.0%
  • Equity
    6.5%
  • Property
    0.5%
  • Hedged Equity
    2.5%

Local

  • Cash
    29.0%
  • Bonds
    27.4%
  • Equity
    18.5%
  • Property
    4.4%
  • Hedged Equity
    0.5%

Foreign

  • Cash
    2.7%
  • Bonds
    3.6%
  • Equity
    10.6%
  • Property
    0.5%
  • Hedged Equity
    2.5%

Local

  • Cash
    23.8%
  • Bonds
    10.3%
  • Equity
    43.5%
  • Property
    1.6%
  • Hedged Equity
    0.5%

Foreign

  • Cash
    3.5%
  • Bonds
    0.8%
  • Equity
    14.1%
  • Property
    1.6%
  • Hedged Equity
    0.5%

Local

  • Cash
    25.4%
  • Bonds
    12.9%
  • Equity
    37.7%
  • Property
    3.8%
  • Hedged Equity
    0%

Foreign

  • Cash
    2.8%
  • Bonds
    0.5%
  • Equity
    16.4%
  • Property
    0.5%
  • Hedged Equity
    0%

Local

  • Cash
    0.8%
  • Bonds
    0%
  • Equity
    80.4%
  • Property
    1.7%
  • Hedged Equity
    0%

Foreign

  • Cash
    2.6%
  • Bonds
    0%
  • Equity
    14.1%
  • Property
    0.5%
  • Hedged Equity
    0%

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What to expect from your portfolio manager

  • Diligent assessment of your investment goals and requirements before offering best independent advice to meet those requirements
  • Comprehensive, up-to-date financial advice and holistic financial planning where required
  • A personalised, tailor-made, risk-adjusted portfolio to meet your investment objectives
  • Benefit from access to the best financial planning tools, fund analysis tools and fund calculators to provide accurate, complete planning and monitor and compare fund performance
  • Monitoring your investment portfolio and making certain that you are invested in the most appropriate assets to meet your investment goals
  • Regular investment reviews, occurring quarterly, with bi-annual and annual reviews. Recommended adjustments are applied where necessary

Look forward to

  • 24/7 access to your online account
  • Bi-monthly newsletters focusing on market events and their impact on market views
  • Access to your dedicated team during working hours
  • Client Portfolio Manager, Client Services Manager, Managing Director – for financial market queries and advice or administrative queries and requests
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