RETIREMENT FUND SOLUTIONS

LIFE-STAGE INVESTMENT PORTFOLIOS WITH PROVEN RETURNS 

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Agility Retirement Fund Solutions offers tailored life-stage investment portfolios based on varying risk and asset class allocations within an Umbrella Provident Fund or Umbrella Pension Fund. Investors are offered a wide range of well-diversified, globally balanced portfolios while ensuring that your risk profile remains well-managed.

WHY YOU NEED IT
  • Proven and consistent returns

  • Low asset management fees

  • Passive and active investment approaches

  • Solid and trusted administration principles

  • Time-tested investment philosophy and approach

FEATURES AND VALUE ADDS
Tall Buildings
R228 BILLION IN ASSETS

Managed and administered by solution partner 

SELF FUND YOUR RETIREMENT WITH AGILITY REWARDS PLATINUM

Because our solution and its various components are fully integrated, your employees can save towards their retirement by simply living a healthy and balanced life. The Agility Rewards Platinum programme pays out significant cash-back rewards for exercising, learning, traveling and other leisure activities. Your staff can then choose to allocate some, or all, of their cash-back rewards to the Agility Retirement Fund. The long-term return on investment is impressive, particularly considering that the contributions are earned, and not funded by the employer or employee.

CASE STUDY

  • Allocates full amount to her Agility Retirement Fund Solutions portfolio

RETURN ON INVESTMENT
9 YEARS
9 YEARS
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18 YEARS
18 YEARS
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30 YEARS
30 YEARS
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