Through tailored solutions and member centred product development we have consistently outperformed both our target benchmark as well as a number of well-established balanced portfolios with a similar risk profile. Our success can be attributed to our investment approach. The fund offers members a single default portfolio that seeks to deliver a real return of 4.5% above inflation (CPI+4.5%) over any consecutive five-year period at a minimum level of risk.
MWPF is one of South Africa’s oldest black retirement fund within the financial services arena and is amongst the top 10 largest funds in the country. Furthermore, MWPF are proud recipients of the following awards:.
2015 Best Practices Award
o IRF Merit Certificate Large Fund Category – Incubator Policy for Black Economic Empowered (BEE) Asset Managers.
o IRF Merit Certificate Large Fund Category – Implementation of a Comprehensive Strategy within a Commendable Cost to Members.
2017 Best Practice Awards
o 2017 CFI Best Pension Fund Transparency South Africa Award
o 2017 IRF Gold Standard Large Funds Member Communication
o 2017 IRF Best Practice Winner Large Funds Investment Practice
We have only scratched the tip of the iceberg and have a lot of work ahead of us but we believe that as long as we continue to place our members at the core of what we do, we will always have the drive and passion to do better. The Fund continues to seek innovative and cost-effective ways of serving our members. We remain focused on creating the retirement fund of choice and sustainable returns and benefits.