Euphoria Umbrella Fund

The Euphoria Umbrella Funds are set up to accommodate various unrelated participating employers – regardless of size, each with its own unique benefit structure.

Some key differentiating factors include:

• Economies of scale in terms of fee structures and investment options
• The administration platform has a proven track record and is a leader in the use of IT technology
• Well established boutique administrator – approx. R3b in assets under administration
• Good reporting at participating employer level
• Comprehensive staff back up with individual attention to both participating employers and members
• Bespoke Investment Solutions
• Fund caters for variable contribution rates
• Very competitive administration fees
• Has full internet access with real-time reporting features
• Allows for annuities to be paid from the fund
• Allows for Preservation of benefits within the fund
• The Fund caters for Individual Investment Choice

• Bespoke solutions for retirement and risk benefits at competitive rates

• Comprehensive value-added products within our funds
• The Member Hub provides day-to-day assistance to participating employers and members’ access to direct Financial Wellness without compromising the integrity of the benefits offered by the fund.