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WHAT IS A RETIREMENT ANNUITY?

A retirement annuity is a disciplined, long-term savings plan to supplement existing retirement savings

 

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BENEFITS

Nedgroup Investments retirement annuities offer adhoc and flexible payment options

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IDEAL INVESTMENT FOR

Choose a retirement annuity if you are saving for retirement in a tax-efficient manner

Retirement annuities are voluntary contributions

They provide attractive tax benefits for those preparing for retirement

There is no payment of estate duty

 

Retirement annuities offer long-term compounding to provide an income stream in retirement

Gain access a wide range of Nedgroup Investments funds

Our retirement annuities incur no causal event fees or penalties

Option of staggered retirement

 

Nedgroup Investments retirement annuities are suitable if you are self-employed or not a member of a pension or provident fund

Retirement annuities are suitable if you are not receiving contributions from your employer to a pension or provident fund on your behalf

Funds at a glance

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Low risk High risk

Risk profile Low medium

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Risk profile Medium

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Core Income Fund

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Flexible Income Fund

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Fund performance as at:

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Low risk High risk
1 year 4.17%
3 years 5.35%
5 years 6.42%
7 years 6.81%
10 years 6.52%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 5.99%
3 years 6.49%
5 years 7.34%
7 years 7.72%
10 years 7.73%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 7.63%
3 years 8.27%
5 years 7.33%
7 years 7%
10 years 8.8%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 3.73%
3 years 8.09%
5 years 6.35%
7 years 5.86%
10 years 7.92%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 10.92%
3 years 14.51%
5 years 9.67%
7 years 8.19%
10 years 11.6%
Risk Medium
  • Return
  • Benchmark
  • Inflation