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Fedgroup Specialist Endowment Portfolios

The Fedgroup Specialist Endowment Portfolios are designed to provide astute investors with access to selected alternative assets that do good while delivering great returns. Structured under our Life license, these portfolios are offered in a regulated endowment structure, providing tax advantages and ease of estate planning and administration, alongside competitive returns.

By combining our specialist products, Life license, and expertise, Fedgroup has opened the door to a new, exciting endowment product for investors who have grown tired of the limited options available in the market and are seeking better returns on their investments through the diversification of their portfolios.

These portfolios are offered through an endowment policy issued by Fedgroup Life Ltd. and are provided exclusively through financial advisors.

Tax

Taxed in the hands of Fedgroup Life at a rate of 30%, this portfolio represents an opportunity for investors in higher income brackets to enhance their returns and get the most out of their portfolios.

Estate

Should the investor pass away, the funds are available to their nominated beneficiary with no delays and without having to pay executor fees.

5-year term

The investment term is fixed at five years with one withdrawal allowed during this period subject to withdrawal limits and early termination fees.

Please note that this product is provided exclusively through financial advisors.

IMPACT
PORTFOLIO

Building on the success of Fedgroup’s experience in the impact investing arena, the Fedgroup Impact Portfolio combines selected green energy, agricultural, and other alternative assets in an endowment structure, bringing high-net-worth investors an investment option that provides significant tax benefits as well as the means to hedge investment portfolios against inflation through the strategic combination of anti-cyclical sustainable assets.

DIVERSIFIED
ALTERNATES
PORTFOLIO

Constructed using the same underlying assets that support our Impact Farming and Secured Investment offerings, this portfolio provides the optimal asset allocation for investors looking to limit their risk while diversifying their portfolios and maximising their returns. The Diversified Alternates Portfolio combines the security of Participation Bonds with the performance of sustainable alternative assets to provide capital security while still allowing for uncapped returns.

FIXED
ENDOWMENT

The Fedgroup Fixed Endowment allows investors to capitalise on the inherent benefits associated with endowment vehicles and enhance the performance of their portfolios without sacrificing their peace of mind. This endowment offering consists of a carefully curated combination of selected assets generating a fixed return, structured under our Life license to offer investors an unmatched investment product while benefitting from the regulated nature of the endowment structure. The Fedgroup Fixed Endowment gives investors a smoother investment journey to bring stability to the excitement and uncertainty that life can throw at them.

Inflation protection

These portfolios consist of a diverse range of assets that span various geographic and industry parameters and that are unlinked from market sentiment, creating a natural hedge against inflation.

Anti-cyclical

Unlike many traditional asset classes which have performed poorly in recent times, many alternative investments are designed to be less susceptible to volatile markets.

Currency protection

Since most of the produce is sold internationally, the portfolio is shielded from volatility in the rand.

Do good without sacrificing returns

Rather than compromising between doing good and delivering great returns, the assets within these portfolios make a positive impact on people, planet, and profit while generating a market leading return.

Endowment

FEDGROUP SPECIALIST ENDOWMENT PORTFOLIOS