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It is important to bear in mind that any investment has some risk. We therefore recommend that you consult a financial adviser who can help you find the most appropriate products for your needs and circumstances.
Preservation funds
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About preservation funds
However, to continue working towards your goal of a comfortable retirement, you should build on your savings by transferring your money from your employer’s pension or provident fund to a preservation fund.
Our solutions
You can choose from a range of leading investment funds carefully selected by Sanlam.
- Our solutions
Sanlam Cumulus Echo Preservers
Minimum payment
R25,000 lump sum
R5,000 per additional contribution
Investment period
Until at least age 55
Features:
- You’ll receive a Wealth Bonus® for remaining invested. The longer you invest, the bigger the Wealth Bonus.
- You can choose from a range of leading investment funds
- Freedom to change your choice
Glacier Preservation Funds
Minimum payment
R100,000 lump sum
R15,000 per additional contribution
Investment period
Until at least age 55
Features:
- You have a wide selection of investment choices, including local and offshore funds, actively managed and index-tracking funds, risk-profiled funds and individual shares via our stockbroking service.
- Freedom to change your choice
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