Retirement Portfolios | ClucasGray

Retirement Portfolios

Retirement Portfolios

Retirement
Portfolios

Summary:

We create personalised retirement portfolios in conjunction with our administrative partners Multilect and Momentum.

Investment objective:

All retirement portfolios are built to match an array of income and capital growth needs, whilst ensuring compliance with current regulations. Investments can be structured as retirement annuities, preserver pension funds, preserver provident funds or living annuities.

The minimum investment requirement

R5 millionFor investments below R 5 million, we recommend our regulation 28 compliant ClucasGray Equilibrium Prescient Fund.

Administrators

MultilectMomentum