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 Core Fund List
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.
