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Options and Fact Sheets

Evergreen and Preserver offer three Package Options to choose from including Low Choice, Managed Choice and Flexible Choice.

Please note the following:

  • The fund fact sheets provided are obtained from the respective fund managers and updates are dependent on the fund managers’ timeous supply of their fact sheets.
  • Monthly fund fact sheets are generally available by the 2nd week following the applicable month-end.
  • Quarterly fund fact sheets are generally available by the beginning of the second month following the quarter-end.

Low Choice

The Management Board selects the investment fund. Low Choice may typically be chosen by members with limited savings outside their fund and a need for less volatile investment returns.

Low Choice Investment Fund
Risk Profile Fund Profile Frequency Fund Name
Medium Reward/Medium Volatility Smoothed Bonus Monthly Old Mutual Absolute Stable Growth

Managed Choice

The Management Board selects a limited range of investment funds. Members then choose between these according to their tolerance of volatility risk. Members who choose this package option will all share a preference for the Management Board selecting the funds, and a decreasing volatility risk tolerance as they grow older. They will use expert advice from time to time.

Managed Choice Investment Fund
Risk Profile Fund Profile Frequency Fund Name
Lower Reward/Lower Volatility Smoothed Bonus
Monthly
Old Mutual Core Growth 100%
Old Mutual Absolute Secure Growth
Medium Reward/Medium Volatility Smoothed Bonus
Market-linked
Monthly
Monthly
Quarterly
Old Mutual Absolute Stable Growth
Old Mutual Albaraka Balanced
Old Mutual Balanced Index Fund
Lifestage ForLife

Monthly
Monthly
Monthly
SYm|mETRY Absolute Defensive
SYm|mETRY Absolute Balanced
SYm|mETRY Aggressive

Flexible Choice

Members select from a wide range of investment funds chosen by the Management Board. Members who choose this package option typically have a high tolerance for volatility risk and a good understanding of financial matters. These members want hands-on management of their money and will have regular access to expert advice.

Flexible Choice Investment Fund
Risk Profile Fund Profile Frequency Fund Name
Lower Reward/Lower Volatility Money Market


Fixed Interest


Smoothed Bonus

Market-linked


Targeted Return
Monthly
Monthly
Monthly
Quarterly
Monthly
Quarterly
Monthly
Monthly
Monthly
Monthly
Quarterly
Quarterly
Monthly
FutureGrowth Core Money Market
SYm|mETRY Money Market
Taquanta Cash
Community Growth Gilt
Investec Opportunity Income
Old Mutual Bond
Old Mutual CoreGrowth 100
Old Mutual Absolute Secure Growth
Allan Gray Domestic Stable
Allan Gray Life Global Stable
OMIGSA Profile Capital
OMIGSA Profile Stable Growth
Taquanta Absolute
Medium Reward/Medium Volatility Smoothed Bonus

Market-linked










Targeted Return


Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Quarterly
Monthly
Monthly
Monthly
Monthly
Quarterly
Monthly
Monthly
Monthly
Old Mutual Absolute Stable Growth
Old Mutual Absolute Smooth Growth
Allan Gray Life Domestic Balanced
Allan Gray Life Global Balanced
Coronation Global Houseview
Investment Solutions 62.5% Equity
Investment Solutions Performer
OMIGSA Profile Balanced
SYm|mETRY Managed
Prudential Domestic Balanced*
Old Mutual Albaraka Balanced
Old Mutual Balanced Index
Oasis Crescent Balanced Progressive FOF
SYm|mETRY Absolute Defensive
Prudential Inflation Plus
Coronation Domestic Absolute
Higher Reward/Higher Volatility Market-Linked



Targeted Return

Monthly
Monthly
Quarterly
Monthly
Monthly
Monthly
Coronation Managed Fund
Investec Managed
OMIGSA Profile Pinnacle
SYm|mETRY Aggressive
Coronation Global Absolute
SYm|mETRY Absolute Balanced
Lifestage ForLife

Monthly
Monthly
Monthly
SYm|mETRY Absolute Defensive
SYm|mETRY Absolute Balanced
SYm|mETRY Aggressive

*Prudential Domestic Balanced Fund: This is a new pooled life product that has been set up and as such no current fund fact sheets are available. Going forward these will be produced on a quarterly basis and will be updated to the web once the Investment Manager has made it available.

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