Email not displaying correctly? View it in your browserNewsletter Edition 662 / 27 August 2015

eDiscoverer - The weekly newsletter for financial advisers to keep you up to date with what’s happening at Discovery.

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Discovery Invest

Discovery Insure


General
Don’t miss Discovery’s latest product updates: 22 September 2015

On 22 September 2015, Discovery will not only share the latest Discovery Health Medical Scheme benefit and contribution updates, but will also launch the product enhancements across its entire product portfolio.

In an exceptional move, Discovery Health, Discovery Life, Discovery Invest, Discovery Insure, Discovery Vitality and Discovery Card’s product enhancements will be introduced at one event. There will be 11 sessions around the country on 22 September 2015, so make sure you attend one nearest to you.

Book your seat for a session near you today.

NB: This eDiscoverer booking link is for financial advisers only.

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Discovery Invest update
Discovery Europe High Five Fund

Imagine being able to invest your clients’ money, knowing exactly which shares are going to perform the best over five years.

Discovery Invest’s latest innovation, the Discovery Europe High Five Fund, offers investors a return linked to whichever five of Europe’s largest shares perform the best from a global portfolio of the 20 largest European equity shares, over a five-year period. At the end of the five-year term investors will receive an equal weighting of the five-year performance of these top five shares.

Capital protection

Investors are provided with capital protection of up to 40% for potential falls in the global portfolio. This provides investors with unlimited upside potential and some downside protection.

Look out for our radio campaign

We launched our new radio campaign on 25 August 2015. The radio campaign will be flighted on all major radio stations across the country.

You can listen to the advertisement here.

Backtested results

We have backtested the Discovery Europe High Five Fund and the results are now available.

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Discovery Invest funds update

We’ve provided commentary for the Discovery Funds, the Dynamic Asset Optimiser and the Annuity Escalator Fund performances.

Discovery Invest Local fund list

The latest Discovery Invest fund list now includes the monthly performance report for the Discovery Funds.

This report shows unit prices, fund statistics and fund performances over different time periods up to 31 July 2015.

Discovery Annuity Escalator fund performances

The Discovery Annuity Escalator funds give investors the reward of unlimited upside potential with the unique feature of protecting investment gains. If the guarantee of the Annuity Escalator fund reaches a new highest value within a policy year, the guaranteed minimum income on the Guaranteed Escalator Annuity increases to a new level. You can access more information about fund performances here.

Discovery’s Dynamic Asset Optimiser

Discovery’s Dynamic Asset Optimiser is designed to rebalance an investor’s asset allocation regularly to preserve their risk profile and to maximise the expected returns across the different asset classes, based on the efficient frontier. This document contains past performance information and recent weightings for default fund selection effective 31 July 2015.

Discovery Invest fund fact sheets

You can access all the latest fund fact sheets we have compiled for the Discovery single-manager funds, Discovery Escalator Funds, Discovery multi-manager funds and Discovery Target Retirement Date Funds.

Discovery single-manager fund fact sheets

Download the latest single-manager fund fact sheets for July 2015.

Discovery Escalator Fund fact sheets

Download the latest internal Escalator Fund fact sheets for July 2015.

Download the latest external Escalator Fund fact sheets for July 2015.

Discovery multi-manager funds

Download the latest multi-manager fund fact sheets for July 2015.

Discovery Target Retirement Date Fund fact sheets

Download the latest Discovery Target Retirement Date Fund fact sheets for July 2015.

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Discovery Insure update
SmartTip: Service processes and response times

In living Discovery’s core value of “Dazzle clients”, Discovery Insure is committed to service excellence. We aim to exceed our clients’ expectations every time. This “Service processes and response times” document will aid understanding of our processes and response times, to make sure your expectations, and those of your clients, are always met.

Remember, the Financial Adviser Zone allows for you to service your clients’ policies directly and immediately, removing the need for a turnaround time in most instances. Our “Who to contact” list outlines the other servicing channels available to you, together with the appropriate escalations channels to use, if needed.

Both documents are available for downloading on Financial Adviser Zone on www.discovery.co.za.

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Discovery Insure scoops Top Brands award

The 2015 Sunday Times Top Brands Survey results were announced on Tuesday, 25 August, and Discovery Insure emerged as the winner in the short-term insurance category, as chosen by consumers.

The annual Top Brands survey gauges consumer sentiment towards brands, delivering valuable insights to business leaders and marketers in South Africa.

There were 39 consumer categories and 15 business categories overall.

“We aim to create shared value in society in the services that we provide to have a significant tangible impact,” said Discovery Insure CEO, Anton Ossip. “Our underlying vision of creating a nation of great drivers to improve road safety for all South Africans through harnessing world-class technology, differentiates our brand offering. This business model has been reaffirmed by consumers and we’re pleased to receive this accolade.”

The Top Brands Supplement with details on all the winners will be published in the 30 August 2015 edition of the Sunday Times.

Discovery Insure Ltd is an authorised financial services provider. Registration number 2009/011882/06. Limits, maximum fuel and Gautrain spend limits, terms and conditions apply. Go to www.discovery.co.za for more details or call 0860 751 751.

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