This Example is based on a monthly payment of R1 000, taking into account an annual increase of 5% over 25 years. Invested in the SATRIX Dynamic Balanced Fund. It assumes an investment return of 10% before fees.
Wealth Bonus: R449 150
This is the Wealth Bonus that Sanlam will add to your fund value.
Investment Return: R448 070
This is the investment return on your plan. The fund value is equal to the payments plus the investment return.
Payments: R572 730
This is the total payments made on your Cumulus Echo Retirement Annuity.