For years, South African employers have trusted us to take care of their workers' futures through our umbrella funds that combine simplicity, transparency and low fees to ensure that they can save as much money towards their retirement as possible. Individual investors now have access to the same funds to add diversity to their portfolios.
Choose from our diverse range of unit trust funds to suit your individual investment goals, risk profile and investment horizon:
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.
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.
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.
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.
A local money market portfolio with a performance objective of obtaining a high level of current income, consistent with preservation and liquidity.
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.
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.
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.
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.