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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

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Core Income Fund

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Fund performance as at:

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Low risk High risk
1 year 9.41%
3 years 7.88%
5 years 6.76%
7 years -
10 years -
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 10.68%
3 years 8.54%
5 years 7.72%
7 years 8.08%
10 years 8.11%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 13.92%
3 years 8.88%
5 years 9.59%
7 years 8.12%
10 years 7.98%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 9.7%
3 years 7.28%
5 years 8.04%
7 years 7.1%
10 years 6.92%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 12.17%
3 years 8.71%
5 years 10.67%
7 years 8.77%
10 years 8.59%
Risk Medium
  • Return
  • Benchmark
  • Inflation