Sentinel Retirement Fund

Sentinel Retirement Fund is one of the largest self administered umbrella pension funds in South Africa. It is structured as a defined contribution pension fund that also provides self-insured risk benefit cover (death & disability) and monthly pensions. The Fund is managed from its head office in Johannesburg.

Country

South Africa

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

Performance (%, 1YR)

10.4

Chief Executive

FJ Visser

Chief Investment Officer

BS Mahlanyane

Chair

AB la Grange

Asset allocation

60.4% Sotuh Africa

6.9% Africa

22.9% Global

5.9% Emerging Markets

3.9% China

Website

View the annual report

Global Pension Transparency Benchmark country system description

Asset allocation as of August 31, 2024. All information is as per the most recent annual report or other publicly available data via the fund's website

Funds need to evolve governance disclosures

While funds around the world do a good job of disclosing governance frameworks related to financial and investment risks, as revealed in the GPTB, but what is best practice for communicating governance around addressing large, one-off events such as the impact of COVID or war?

Why disclosure and communication are key to pension excellence

Comprehensive, holistic value disclosures and compelling communication are key benchmarks for pension funds. This has been confirmed by the first year experience working with leading global pension funds for the Global Pension Transparency Benchmark, a collaboration between Top1000funds.com and CEM Benchmarking. In year two, in recognition of this belief and communication excellence, we have decided to award bonus points to funds preparing Framework integrated annual reports. Mike Heale looks at four examples of pension funds already using the Framework.