Article tags

Articles tagged as "Umbrella fund"

Insights categories - Retirement

Questions to ponder when choosing an umbrella fund

By Andrew Reid on 18 Jan 2024

Reading time: 6 mins

With the ability to leverage economies of scale to provide a cost-effective offering, umbrella funds have the potential to significantly transform the countr...

Insights categories - Retirement

How to choose the right default option for a retirement fund

By Shaheed Mohamed on 19 Oct 2023

Reading time: 7 mins

A well-designed default investment strategy should strike an appropriate balance between risk and return. Shaheed Mohamed, head of Group Savings and...

Insights categories - Corporate citizenship

COVID-19: Supporting umbrella fund members through the lockdown

By Saleem Sonday on 25 Mar 2020

Viewing time: 1 min

As we enter into lockdown, Saleem Sonday, head of group savings and investments, reassures umbrella fund members that the trustees continue to ensure that...

Insights categories - Retirement

How to bring conversations about saving out of the closet

By Saleem Sonday on 16 Aug 2019

Reading time: 5 mins

Talking about finances at work can seem like a taboo subject, especially given that conversations about salaries, bonuses or saving for retirement usually ta...

Insights categories - Personal investing

Employer-assisted savings can help fix SA's dire savings rate

By Saleem Sonday on 27 Jul 2018

Reading time: 4 mins

July is National Savings Month in South Africa. Is there more you can be doing as an employer to help your employees save towards their future financial...

Insights categories - Retirement

Introducing the Allan Gray Umbrella Retirement Fund

By Nazia Kahlon on 29 Jun 2017

Viewing time: 1 min

Over the last four years, the market share of commercial umbrella funds has increased by 70%, at the expense of standalone employer funds...

Insights categories - Retirement

Introducing the Allan Gray Umbrella Retirement Fund 2017

By Nazia Kahlon and Saleem Sonday on 31 Mar 2017

Reading time: 11 mins

Group savings should be an extremely efficient way to prepare for a comfortable retirement. Nazia Suleman and Saleem Sonday discuss how Allan Gray plans to...


Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.