|
Retirement Fund Solutions Namibia (Pty) Ltd: Exceptional group pension fund administration for larger companies and institutions. Click here >> |
Benchtest - July 2008: In July the average prudential balanced portfolio returned minus 1.3% (June minus 4.57%). Best and worst performance for the month was delivered by Sanlam (0.14%) and Stanlib (minus 2.7%), respectively. For more performance figures and a contrarian preview of what we expect to happen over the next 12 months, click here>> |
 |
Find
out about Benchmark: |
|
Pensioner
and deferred pensioner rules summaries: Pension fund investors should note that revised rules are now in force. Investors in pension funds, download a PDF of the latest deferred pensioner rules summary, here>> And if you have already retired, download the most recent pensioner rules summary, here>> |
The new Basis Point newsletter is split into four parts for your convenience.
- In the first part, we take a look at new RFS staff and clients, and begin an examination of the new Financial Institutions bill. Click here>>
Watch this space for a continuation of analysis of the bill in next week
New: August 2008 - Find an update on latest developments concerning Regulation 28, the Financial Institutions and Markets Bill, here>>
For more information on RFIN's objectives and plans, download the RFIN Newsletter for December 2007, here>>
| Company
news... |
The kids are on the ball!
RFS recently sponsored a soccer tournament for children. Pictured above,
Tilman Friedrich of RFS with the Namibia Youth Football Development Programme
under-9 team. Inset: Tilman Friedrich with the runners up and winner of
the fair play award, the SKW under-9 team.
Having
problems printing the PDFs? Download the latest version of Acrobat
Reader, here>> |
August 2008 - Life stage investing : Does it make sense? Certainly some sell it as the alpha and the omega of pension fund investment philosophy. Read a detailed exposition of the dangers of life stage investing and fixed annuities from itinews of 1 August 2008, here>>
June 2008 - The geopolitics of US$ 130 per barrel: We all know of course that oil is a limited and declining resource and therefore it is highly sensitive to speculation. But why should people be concerned about projected short supplies in 5 to 10 years’ time today? Many analysts believe that speculation is at the root of this problem of global proportions. Read more, here >>
Find more interesting articles and information pieces on the RFS blog, here>>
| Guidelines
for Retirement |
| Pensioner
Rules Summary The Benchmark Retirement Fund An overview for pensioners MS Word document: Click here >> |
| Benchmark For the few... |
| Benchmark Retirement Fund: High quality pension fund investments for high net worth individuals and smaller entities. Administered by Retirement Fund Solutions Click here >> |
| Sind
Sie Fit Für Die Rente? |
| Eine
umfassende Beleuchtung Ihrer Möglichkeiten wenn Sie in den
Ruhestand treten möchten. Hier
klicken >> |
| Deferred
pensioner rules |
| Deferred
Pensioner Rules Summary The Benchmark Retirement Fund An overview for members who wish to preserve their pension capital post retirement or on resignation MS Word document: Click here >> |
| Forethought |
| Considerations
for investment of capital MS Word document: Click here >> |
| Knowledge |
| Fund
performance, practice notes, links to fund websites, financial
institutions, research organisations & the press. Click
here >> |
| Benchtest June 2008: We have seen returns on typical prudential, balanced pension fund investment portfolios turning decidedly negative since November 2007, the average balanced portfolio wiping out more than the year-to-date return to end May with a return of minus 4.57% for June, to end up at minus 1.91% year-to-date! For more statistics and our views click and read the Benchtest Monthly Review to June 2008, here>> Benchtest May 2008: Inflation picks up to 9.7% for the 12 months, while returns take a dip. May delivered only 0.92% for the month and 5.6% for the 12 months! What’s worse, higher inflation is here to stay for quite some time. High volatility in markets will remain for the time being. So what are the implications of this scenario for the investor? Read more here>> Benchtest Manager Review - 1st quarter 2008: For the more investigative investor, the Benchtest Manager Review for the first quarter of 2008 is now available. In this edition we investigate the reasons for the performance differential between top performing Allan Gray’s 3.5% return and bottom of the log Sanlam’s minus 3.1% return for the quarter. For more information, click here>> |
| Social
responsibility |