Participation in structured investment portfolios soar past R17 billion as investors anticipate market changes

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South Africans have made approximately R17.5 billion return to the world of structured investments, reflecting the need for solutions that provide some level of

Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.Lost your password? Please enter your username or email address. You will receive a link to create a new password via email. security and certainty with competitive yields, says Liberty.

“Structured investments have some level of risk but have become increasingly popular because of the upside return potential linked to the performance of underlying indices and the security that they offer due to the level of protection.” From a Liberty perspective, structured portfolios offered within an endowment give individual investors the best of both worlds – the benefits of a structure as well as that of the Evolve Investment Plan where these solutions are offered.

“Liberty re-entered the structured investment market in 2018. Since then, we have had two structured portfolios mature, the first being the first tranche of the Liberty Advanced Global Equity portfolio which matured in December 2023 and the second tranche in August 2024. Both tranches delivered the expected results for both individuals invested in the Evolve Investment Plan and companies in the Evolve Investment Plan’s sinking fund,” says Makoni.

 

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