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The essential answer
to complex employee benefit needs.

Umbrella funds give your employees the long-term benefits of preparing them finanacially for retirement while also protecting against short- and medium medium-term market volatility. As pricing is drivenby you membership and payroll, cost efficiency rises in proportion to the number of members.

Access the best-performing balanced fund in its category over a 20-year period* when you move to the Alexander Forbes Retirement Fund (AFRF), managed by Alexander Forbes Investments, the world's largest outsourced asset manager, so you can focus on what you do best while we take care of employee benefits.


*Member Watch ™ 2020

The essential answer
to complex employee benefit needs.

Umbrella funds give your employees the long-term benefits of preparing them finanacially for retirement while also protecting against short- and medium medium-term market volatility. As pricing is drivenby you membership and payroll, cost efficiency rises in proportion to the number of members.

Access the best-performing balanced fund in its category over a 20-year period* when you move to the Alexander Forbes Retirement Fund (AFRF), managed by Alexander Forbes Investments, the world's largest outsourced asset manager, so you can focus on what you do best while we take care of employee benefits.


*Member Watch ™ 2020

When you join the AFRF
you will NOT have
Asset-based administration fees
Employee service fees or participation fees
Take-on costs for joining the fund
Transaction-based fees
Charges for employer and member communications
Switching costs (daily switching is permitted and investment portfolios are unitised daily)
Meet the team


Nic Campbell
Head of Sales
campbellni@aforbes.com
083 393 0001


Paul Farinha
Principal Sales Specialist
farinhap@aforbes.com
082 821 0486


Yolandie Grobler
Principal Sales Specialist
groblery@aforbes.com
082 856 0375

Move from ok to extra

For over 21 years, our flagship portfolio, Performer, has produced superior long-term performance relative to single and multi-managed peer groups, with returns above CPI+8% since inception. It has achieved consistant first and second quartile ranks in the Alexander Forbes Best Investment View Survey ™

To see the value Performer could bring to your company's retirement portfolio, download the Performer 2020 report.



Move from ok to extra

For over 21 years, our flagship portfolio, Performer, has produced superior long-term performance relative to single and multi-managed peer groups, with returns above CPI+8% since inception. It has achieved consistant first and second quartile ranks in the Alexander Forbes Best Investment View Survey ™

To see the value Performer could bring to your company's retirement portfolio, download the Performer 2020 report.



Chart 1. Performer against the Alexander Forbes Global Large Manager Watch ™ (LMW) peer group at 31 October 2020. Ranked first over 5 and 10 years.

Choose the best to suit your business
Base
Ideal for small employers looking for basic benefits.(Minimum of five members)
Core
Ideal for small and medium employers looking for a cost-effective fund.
Comprehensive
Ideal for medium to large employers that value flexibility.
Customised
Ideal framework for clients seeking a bespoke solution.
We offer four plans to meet your needs whether you have five employees or five thousand. See all the advantages of the AFRF and how we can provide comprehensive, fully customised employee benefits to you.

Understand your people

The Alexander Forbes Member Watch ™ survey is the biggest membership sample of all retirement funds in South Africa, consisting of a quantitive analysis of over 1 million members. See breakdowns of member age, gender, benefits by industry, and salary fluctuations.

Download Member Watch ™ 2020 for the in-depth insights into member behaviour and solutions that can lead to improved financial outcomes.

Alexander Forbes Financial Services (Pty) Ltd is a licensed financial services provider (FSP 1177) and registration number 1969/018487/07
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