Blog Archives

Managing your living annuity in an uncertain world

In response to the dramatic impact that measures to contain COVID-19 have had on asset prices, National Treasury has announced temporary changes to living annuity withdrawal limits and revision rules to allow annuitants to revise their income outside of their policy anniversary month. What are the implications of taking advantage of these changes? Earl van Zyl discusses.

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Posted in News, Press Room

How to achieve a sustainable retirement income

Shaun Duddy discusses how to meet and manage risks while drawing a stable income in retirement. He explains why investing at least 50% in growth assets is a necessity and why drawing more than 4% is not advisable.

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.