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
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
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.
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.
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.
