Fund Details
Name of fund
27four Umbrella Fund
Date Started
June 30, 2014
Financial year end
February
Head Office
Firestation Rosebank, 5th floor, 16 Baker street, Rosebank
Fund Sponsor
27four Investment Managers
Administrator
NMG Actuaries and Consultants
Constitution of Board of Trustees
The Fund has 2 independent Trustees, 2 sponsor appointed Trustees and 1 alternate sponsor appointed Trustee.
Name of Principal Officer
Karthigisan Pillay
Number of participating employers
43
Number of members
3000
Value of total assets
R400 000 000
Default investment strategy
The Trustee default investment strategy is the 27four CPI + 5% investment portfolio
List of investment portfolios
Progressive Smooth Bonus
27four CPI + 7%
27four CPI + 5%
27four CPI + 3%
27four Money Market Fund
27four Shari’ah Multi-Managed Balanced Fund
27four Shari’ah Wealth Builder Fund
27four Shari’ah Stable Fund
27four Shari’ah Fixed Income Fund
27four CPI + 7%
27four CPI + 5%
27four CPI + 3%
27four Money Market Fund
27four Shari’ah Multi-Managed Balanced Fund
27four Shari’ah Wealth Builder Fund
27four Shari’ah Stable Fund
27four Shari’ah Fixed Income Fund
List of insurers available
We use all players in the group insurance market when obtaining quotes for participating employers.
Can a participating employer use an external consultant at no additional fees?
Yes
Email
Contact No
+27 11 442 2464