Fund fact sheets, portfolios and investment documents.
Fund Reports gives clients and employers access to selected fund fact sheets, portfolio updates and investment-related documents linked to the financial products and retirement solutions offered through Lebon Consulting.
Six document types. One organised library.
Retirement Fund Fact Sheets
Portfolio composition, performance summaries and member information for linked retirement fund products.
Coming soonInvestment Fund Fact Sheets
Unit trust and investment portfolio fact sheets from selected product providers on the Lebon panel.
Coming soonMarket Updates
Monthly and quarterly market commentary and performance notes relevant to linked investment products.
Coming soonProvider Reports
Product provider documents, fund updates and client communications from Sanlam, Old Mutual, Momentum and Discovery.
Coming soonPortfolio Reviews
Periodic portfolio review documents and investment strategy updates for retirement and investment products.
Coming soonEducation Savings Reports
Fact sheets and performance documents for education-linked savings and investment products.
Coming soonFund fact sheets and reports.
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Easy access to fund information.
Lebon Consulting makes selected fund fact sheets, portfolio updates and investment-related documents available in one convenient place.
Clients, employers and members can access relevant fund information by provider, category and reporting period, helping them review investment options, understand portfolio updates and make more informed financial decisions.
Our Fund Reports library is designed to support transparency, education and better engagement with the savings, investment and retirement solutions offered through Lebon Consulting.
What you can access
- Filter by providerSanlam, Old Mutual, Momentum, Discovery
- Filter by fund typeRetirement, Unit Trust, Education Savings, etc.
- Filter by periodMonthly, quarterly, annual reports
- Document previewView before downloading
- Direct downloadPDF download for all fund documents
- Provider contextProvider logo, category and publish date