A Unit Trust investment is a type of investment that gives you easy access to a variety of assets like stocks or bonds.
It is a collective investment scheme which means it pools investors’ money and invests it in assets such as equities, bonds, or listed property, which are housed in different funds, managed by professional asset managers. Investing in Unit Trusts is a simple and effective way to invest in different assets without needing to pick them yourself or time the market.
Fedgroup offers a range of Unit Trusts in South Africa and offshore to match different goals and risk appetites. Whether you’re saving up for something specific or just don’t want to put all your eggs in one basket, we have a Unit Trust fund for you.
It's always a good idea to compare Unit Trusts or speak to your financial advisor to find one that is best suited to your needs.
Unit Trust funds is a collective investment scheme administered by Fedgroup Management (Pty) Ltd., a registered Collective Investment Scheme Manager (Reg. No. 2010/011671/07).
Not exactly what you were looking for? Explore all our investment options.
Here’s a quick overview of our Unit Trust Funds to help you find the best unit trust to invest in, based on your investment goals and risk appetite.
Download | Return | Suggested term | Download |
|---|---|---|---|
Unit Trust Fund Fedgroup Money Market Fund Fund objective Capital preservation Risk rating Low | Variable | 1+ years | |
Unit Trust Fund Fedgroup Income Plus Fund Fund objective Income generation Risk rating Low – Medium | Variable | 1 – 3 years + | |
Unit Trust Fund Fedgroup Worldwide Flexible Fund Fund objective Offshore exposure Risk rating Medium – High | Variable | 5+ years | |
Unit Trust Fund Fedgroup General Equity Fund Fund objective Medium-term growth Risk rating Medium – High | Variable | 5+ years | |
Unit Trust Fund Fedgroup Large Cap Equity Fund Fund objective Long-term growth Risk rating Medium – High | Variable | 5+ years |
Unit Trust Fund
Fedgroup Money Market Fund
Fund objective
Capital preservation
Risk rating
Low
Return
Variable
Suggested term
1+ years
Unit Trust Fund
Fedgroup Income Plus Fund
Fund objective
Income generation
Risk rating
Low – Medium
Return
Variable
Suggested term
1 – 3 years +
Unit Trust Fund
Fedgroup Worldwide Flexible Fund
Fund objective
Offshore exposure
Risk rating
Medium – High
Return
Variable
Suggested term
5+ years
Unit Trust Fund
Fedgroup General Equity Fund
Fund objective
Medium-term growth
Risk rating
Medium – High
Return
Variable
Suggested term
5+ years
Unit Trust Fund
Fedgroup Large Cap Equity Fund
Fund objective
Long-term growth
Risk rating
Medium – High
Return
Variable
Suggested term
5+ years
Please note that past performance is not indicative of future performance.
The Minimum Disclosure Documents (MDDs) for our institutional funds can be found on our Resources page.
Every investor has a different level of comfort when it comes to risk, and that’s perfectly normal. In investment terms, risk refers to the chance that the value of your investment may increase or decrease - sometimes unpredictably.
Your risk profile reflects how much of this uncertainty you’re comfortable with, how long you plan to invest, and how strongly you react when your portfolio’s performance becomes more volatile. Each of our Unit Trust Funds are invested in a unique combination of underlying assets (or instruments) that perform differently in the market. Some instruments are less volatile while others are more volatile but have a greater chance of delivering higher returns. We’ve assigned a risk rating to each of our funds to help you find the one that suits your risk profile.
Not sure what your risk appetite is? Speak to your financial advisor to find the best unit trust investment for you.
You prioritise capital preservation over growth
You’re happy with some market movement for better returns
You’ve got time and can handle volatility
Investing in a Fedgroup Unit Trust is simple! Whether you want to invest online, speak to an advisor, or contact our team, we’ve made it easier than ever to diversify your portfolio.
