Unit Trusts

Buy

UNIT TRUST

Let our expertise be your peace of mind.

The Fedgroup range of Unit Trust funds bring important diversification to your portfolio.


Scroll

Let Fedgroup be your peace of mind

The Fedgroup Unit Trust fund portfolio has a strong history of safeguarding the funds invested in our award-winning Group Benefits products and are also available to individual and institutional investors.

Fedgroup follows a prudent preservation approach to fund management and we will never expose our clients’ hard-earned money to undue risk. Because of this approach and our proven expertise in fund management, our Unit Trusts continue to outperform industry benchmarks, even during times of massive economic challenges.

Fedgroup’s selection of expertly curated Unit Trust funds allows investors with a myriad of investment strategies and investment horizons to construct a portfolio tailored to their unique individual needs.


Invest in our range of top-performing Unit Trusts

Choose from our diverse range of Unit Trust funds to suit your individual investment goals, risk profile and investment horizon:

Fedgroup General Equity Fund

A domestic general equity portfolio that invests mainly in JSE equity securities and assets in liquid form. The fund aims to invest 98% of market value in equities and 2% in cash at all times.

Downloads

Fedgroup Income Plus Fund

A domestic fixed-interest varied portfolio. This is a specialist South African fixed income portfolio which aims to out-perform a South African fixed income index using both duration and credit management. Investments are assets in liquid form and non-equity securities. Such assets will be instruments issued by government, government agencies, banks or corporates.

Downloads

Fedgroup Large Cap Equity Fund

The Fedgroup Large Cap Equity Fund is to invest at least 80% of the market value in large market capitalisation shares in the FTSE/JSE Large Cap Top 40 index and have a minimum equity exposure of 80%. The portfolio may invest in listed and unlisted instruments as allowed by the Act and is suitable for investors seeking long-term capital growth.

Downloads

Fedgroup Worldwide Flexible Fund

The Fedgroup Worldwide Flexible Fund aims to maximise long-term total returns by investing across a wide spectrum of asset classes, in both local and foreign markets. The Investment Manager has substantial flexibility to vary the asset allocation between various markets, asset classes and countries, to reflect the changing economic and market conditions.

Downloads

Fedgroup Money Market Fund

A local money market portfolio with a performance objective of obtaining a high level of current income, consistent with preservation and liquidity.

Downloads

Fedgroup Aggressive Fund of Funds

A domestic asset allocation prudential high-equity portfolio that is geared towards superior capital growth over the longer term at the risk of greater short-term volatility. The fund consists solely of assets in liquid form and participatory interests in collective investment schemes.

Downloads

Fedgroup Balanced Fund of Funds

A domestic asset allocation prudential medium equity portfolio that aims to achieve long-term capital growth, with a higher probability of short-term volatility. The fund consists solely of assets in liquid form and participatory interests in collective investment schemes.

Downloads

Fedgroup Conservative Fund of Funds

A domestic asset allocation prudential low equity portfolio that aims to achieve long-term capital growth and reduced volatility over the short term. The fund consists solely of assets in liquid form and participatory interests in collective investment schemes.

Downloads

Fedgroup Flexible Fund of Funds

A domestic asset allocation flexible portfolio that aims to aggressively manage the portfolio and shift assets between various markets and asset classes to adapt to changing economic and market conditions to maximise total returns. The portfolio invests in a combination of equities, bonds, money and property, both local and foreign.

Downloads

Fedgroup Unit Trust specialist

Sheldon Friedericksen joined Fedgroup in 2014 as the Group Financial Manager. Following the group’s restructure in 2015, Sheldon was named Chief Financial Officer. He is responsible for the accounting and finance of Fedgroup as well as the various subsidiaries and has taken over the legal risk team. Other teams reporting to Sheldon include company secretarial, the risk mitigation team and client accounts.


In the press

Fedgroup Asset Manager Johan Esterhuizen talks about the merits of unit trusts


Contact us

Get in touch today to discuss your unique needs and requirements.
Call us at 0860 065 065, email UTcare@fedgroup.co.za or fill out our form.

Promotions