FEDGROWTH MANAGEMENT COMPANY LIMITED Introduction Fedgro's Objectives Who Manages Fedgro's Investments? Why Choose Fedgro? How do I Invest in Fedgro? Extendaplan Range of Products Fedgro Unit Trusts

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Fedgro Unit Trusts is a family of unit trusts managed by Fedgrowth Management Company Limited which was established in 1990.

Fedgro Unit Trusts has the full financial backing of the Fedsure Group (65%), Saambou Bank (25%) and Fidelity Bank (15%).

The total funds under management is R 291 million as at February 1996 with the relative sizes of the 3 funds as follows :-

• Fedgro Growth Fund R 172.3 million
• Fedgro Income Fund R 38.3 million
• Fedgro Index Fund R 80.4 million

The Fedgro management are :-

• Managing Director: Dries van Rooyen
• Administration Manager: Graham Jacobs
• Marketing Manager: Neil Burnett

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Fedgro's objective is to provide a family of unit trust investment options to our clients that can be used in structuring a portfolio for all risk profiles.

In addition to basic unit trusts investments, Fedgro markets a range of unit trust linked investment products that combine the transparency and growth potential of unit trusts, with the income and capital needs of the investor.

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All assets are managed by FEDAM (Fedsure Asset Management) a wholly owned subsidiary of the Fedsure Group. FEDAM is headed up by Dennis Paizes the MD and Fund Manager.

The portfolio managers are :-

• Imtias Ahmed - Growth Fund
• Duchal Wessels - Income Fund
• Gerard De Nysschen - Index Fund

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Our flagship fund, the Fedgro Growth Fund has consistently performed in the upper quartile of General Equity funds which indicates that it is a fund that should form part of any investors' portfolio. The returns achieved over the 1, 3 and 5 year periods are all well above inflation for the same period, thereby offering real returns on investment.

The Fedgro Income Fund has performed in line with other income funds of similar standing and as such offers a high, secure steady income stream to clients needing stable returns.

The Fedgro Index Fund is a passively managed fund employing the most advanced technology and technical support available in SA. The objective of the fund is to match the growth of the JSE All Share Index to within 1%. This fund is ideally suited to pension and provident fund requirements as well as the individual investor who wishes to ensure his portfolio will not under-perform the JSE.

Since the objective of this fund is to be 95% invested in the JSE at all times, it is a perfect choice for those investors who have sufficient exposure to other forms of investment such as property or gilts and want full exposure to the stock market with a portion of their capital.

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• At any Fedlife branch country wide.
• At any Saambou Bank branch country wide.
• At any Fidelity Bank branch country wide.
• From your Broker or Financial Advisor.
• By contacting any of the numbers listed below.

Contact Details

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Fedgro Unit Trusts offers a range of unit trust linked products that are designed to satisfy a wide range of customer needs when investing a lumpsum into unit trusts.

The specific needs met are :

• Guaranteed monthly income;
• Return of capital after 5 or 10 years assuming a 15% investment growth;
• Higher than average returns on investment;
• Highly tax efficient structure;
• Guaranteed return on capital where required;
• Flexibility to invest in a range of unit trusts funds;

• ExtendaGro
• ExtendaGuarantee
• ExtendaBond

All of these plans offer a choice of fund managers.

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• Fedgro Growth Fund
• Fedgro Income Fund
• Fedgro Index Fund

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