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1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

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Page 1: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

http://www.vpfp.co.za

Page 2: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

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http://www.ampersandam.co.za

Page 3: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

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Source: Contego research March 2016

Page 4: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

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Page 5: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

- 4 -

Source: INET March 2016

Page 6: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

- 5 -

Page 7: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

- 6 -

Source: Bloomberg March 2016

Page 8: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

- 7 -

https://www.investopedia.com/articles/retirement/08/taxing-mistakes.asp

Page 9: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

- 8 -

https://www.investopedia.com/terms/c/capitalgain.asp

https://www.investopedia.com/articles/07/continuously_compound.asp

https://www.investopedia.com/terms/r/risktolerance.asp

https://www.investopedia.com/terms/p/portfolio.asp

Page 10: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

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Source: Morningstar 2016

Page 11: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

- 10 -

Source: Morningstar 2016

Page 12: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

- 11 -

http://www.ampersandam.co.za

Page 13: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

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Page 14: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

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Page 15: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

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Page 16: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

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Page 17: 1 Quarterly news - July 2018.… · employer funds) and/or retirement annuity but a retirement annuity (RA) can also be used for voluntary savings over and above your employer funds

http://www.vpfp.co.za

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