Unit Trusts

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Unit Trust investment

Let our expertise be your peace of mind

FedGroup is proud to offer our Unit Trust investments to individual investors for the first time

For years, 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 your portfolios.

You have a choice between the following seven products, or any combination of them:

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.

FedGroup Income Plus Fund

A domestic fixed-interest varied specialist portfolio benchmarked to outperform traditional money market funds. Investments are assets in liquid form, non-equity securities, interest-bearing securities, and listed and unlisted derivative instruments.

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.

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.

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.

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.

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.

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