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Endowment

Endowment

The PSG Wealth Endowment offers tax benefits to investors with a marginal tax rate of more than 30%, as it will reduce the tax payable on your investment growth. It also helps you to save with discipline, as you have a minimum investment period of at least five years.

You can make a lump sum investment or recurring contributions. To make up your investment, you can choose to invest in any combination of unit trusts (and can switch freely between these at any point during the investment period) and in a selection of hedge funds.

Get more information on how to invest or visit our FAQ page.

Take a look at our list of available unit trusts

Get the Endowment Key Information Document

Discover why endowments are tax efficient investments for higher income earners

Hedge funds are available through duly licensed financial advisers. Please contact your financial adviser for more information.

ready to invest?

With more than 200 offices throughout South Africa and both a Namibian and Mauritian presence, quality advice is on your doorstep. Find an adviser or start trading by registering for our PSG Wealth trading and investment platform.
Copyright © PSG Konsult Ltd (1998-2018), All Rights Reserved. FAIS affiliates of the PSG Konsult Group are authorised financial services providers.