| If
you are due to retire from your employer’s
retirement fund, you will be required to
make some decisions that will determine the course of your life
in retirement.
Some of your
decisions may be irreversible once you have affixed your signature
to paper and you may live to regret your decision for the rest of
your life. So be certain that you are fully and properly
informed and that you understand the implications and the underlying
principles of the choices you are required to make! Rather obtain
expert advice!
The Benchmark
Retirement Fund is an ideal vehicle to arrange a ‘Living Annuity’
or to preserve your retirement capital upon resignation, and postpone
your liability for income tax on any benefit due to you, for retirement
at a future date. The fund is administered by Retirement
Fund Solutions Namibia (Pty) Ltd, one of the most reputable
fund administrators and one of only two true Namibian service providers
in this field.
The company
manages the funds of approximately 50 clients, with some 9,000 members
and retirement capital of approximately N$ 2 billion.
The Benchmark
Retirement Fund currently has more than 1 900 members with total
assets in excess of N$ 230 million. The fund is subject to audit
and is reviewed by an actuary annually, to give the investor peace
of mind! Their respective reports for the year ended 31 December
2005 and 2006 are available from the fund’s Client
Manager,
Hannes
van Tonder.To
download the financial highlights for the year ended 31 December
2006, click here
>>
The Benchmark
Retirement Fund currently offers prospective retirees access to
the most popular retirement fund portfolio managers and to a number
of specialized portfolios. For investing your retirement capital,
the fund provides you access to
- a money
market portfolio (Sanlam Cash portfolio)
- two inflation
linked portfolios (Prudential Inflation Plus and the Metropolitan
Absolute Return fund)
- a government
bonds fund (Investec High Income Fund)
- a multi
manager fund (Investment Solutions Performer).
You may also
access any of the following market
linked portfolios:
- Allan Gray
Namibia Investment Trust
- Investec
Namibia Managed Fund,
- Old Mutual
Namibia Managed Fund,
- Sanlam Namibia
Managed Fund,
- Stanlib
Namibia Managed Fund.
For more information
on these funds, use the links on the analysis
page.
In addition
to all these unique features and facilities, you will invest in
one of the most secure environments available, you will enjoy a
‘most favoured’ income tax regime and your retirement
arrangement will be managed by one of the most reputable, and a
true Namibian administrator.
For further
information and unbiased advice please select a broker
or e-mail the Benchmark Retirement
Fund.
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