PO Box 80349 • Windhoek • Namibia
Tel. no. +26461 231590 • Fax.no. +26461 231598

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Income Tax Ref. No.
12/1/12/462
Reg. No. 25/7/7/489

The Benchmark Retirement Fund
is administered by
Retirement Fund Solutions
Namibia (Pty) Ltd.

Trustees:
TH Friedrich
MS Gustafsson
MN Fabianus
A Moncur
M Moeller
H Müseler

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Find out more about planning for your personal retirement in a series of articles written by Retirement Fund Solutions MD, Tilman Friedrich.

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Eine umfassende Beleuchtung Ihrer Möglichkeiten wenn Sie in den Ruhestand treten möchten.
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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.