UNIT TRUST
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The Fedgroup range of Unit Trust funds bring important diversification to your portfolio.
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.
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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.
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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.
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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.
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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.
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Unit Trusts explained
Fedgroup’s award-winning Unit Trusts funds are now available to individual investors. Fedgroup has been named the best financial services provider in the country in the Group/Life Risk Products, the Group Pension and Provident Fund and in the Group Investment Products subcategories for several consecutive years. Individual investors now have access to the same funds that support our award-winning products and services, to add diversity to their portfolios.
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Contact us
Speak to your financial advisor today or get in touch with us to discuss your unique needs and requirements.
Call us at 0860 065 065 or email UTcare@fedgroup.co.za