No one can predict the stock market, but history shows risk can and does erode retiree capital. Be they called “corrections, downturns or crashes”, the impact on capital can be significant.
capital protection
Living longer is one good reason to protect capital for sustainable income
There are over five million baby boomers (born 1946 to 1964). For most, a bright future awaits. After full-time work, it’s a stage of life which could span 25 years or more, so will the capital last?
Pentalpha Income for Life Fund true-to-label as market volatility/risk increases
The Income for Life Fund returned +0.72% net of fees in the month of April 2019, with volatility since inception falling to 3.45%, this despite overall market volatility having risen in recent times.
Industry struggling with seismic shift from wealth accumulation to wealth utilisation
A seismic shift is occurring within Australia’s investment landscape and the investment management industry is struggling to cope.
Capital protected fund launches for retiree incomes
Brisbane-based Pentalpha Investment Management released a new retail class of unit in its Income for Life Fund at the start of 2019.