Bridge Fund Managers now available on PPS and Old Mutual Wealth platforms

Morne Rall, Distribution Manager at Bridge Fund Managers.

Dear Planner,

As you may have noticed through various industry reporting sources, Bridge Fund Managers have been expanding our footprint in the investment industry since inception of the Payers & Growers® philosophy in March 2012. Our supporting advisor and client bases are constantly giving us feedback with regard to our investment strategy and the successful outcomes we achieve for investors.

We are excited to announce that our Payers & Growers® funds have been made available through PPS Investments. With the Bridge Payers & Growers® range well suited to compulsory investment products (Living Annuities, Retirement Annuities, Preservation Funds), it is a fantastic opportunity for PPS Members to gain access to the benefits offered by this philosophy.

Please note the following in order to gain access to the Bridge funds with PPS Investments:

• The Bridge Managed Growth Fund, Bridge Stable Growth Fund, Bridge Equity Income Growth Fund and Bridge High Income Fund are now available.
• The funds are available for PPS Members as well as OPN Investors.
• Please ask your PPS Investment Specialist to “map” or “link” the funds to your profile with PPS Investments. This will allow you to use it in future when drawing up quotes or interacting on their secure site facility. The IFA’s who attended the presentations we held in Cape Town and that have existing contracts with PPS Investments, will automatically be mapped. We are planning on doing these Q&A presentations nationwide in the following weeks.
• Bridge Fund Managers have also committed to working with PPS Investments to make available a Model Income Portfolio for clients in the decumulation phase. Feel free to get in contact with your Investment Consultant should you have any questions in this regard.

On the Old Mutual Wealth platform, the Bridge Stable Growth Fund and Bridge Managed Growth Fund are now available. Please ask your Old Mutual Wealth Investment Specialist to “map” or “link” the funds to your profile with Old Mutual Wealth. This will allow you to use it in future when drawing up quotes or interacting on their secure site facility.

For further information, please contact myself, your platform Investment Consultant or one of our Client Service Consultants on 0800 117 842.