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Welcome to the future of investing

THE

LifeCycle

Investments

Platform!

Living Annuity
Retirement Annuity
Endowment policy
Preservation funds

As your life journey unfolds, so do your investment goals and requirements. We understand the dynamic nature of your financial needs, and with these in mind, we have developed an investment platform that seamlessly adapts to cater for each stage of your life.

Evolve with Confidence

Whether you’re just starting your career or planning for a fulfilling retirement, the LifeCycle Investments Platform is your trusted partner.  Our comprehensive range of investment products is crafted to meet your evolving financial aspirations, ensuring a secure and prosperous future.

Diverse Investment Options

Explore a world of possibilities with our diverse investment fund range. From local and offshore equities to bonds, money market instruments, and listed property, our offering provides exposure to a wide array of assets. Backed by some of the country’s largest asset managers, niche private equity and debt managers, and innovative emerging black managers, your investment portfolio is in expert hands.

Partnership for a Lifetime

We believe in creating lasting partnerships. LifeCycle Investments is more than just an investment platform; it’s a commitment to supporting you and your loved ones throughout your life’s journey. Your financial success is our priority, and we’re here to provide a simple and cost-effective platform that caters to the unique needs of all South Africans.

Accessible and Cost-Effective

The LifeCycle Investments Platform is designed with you in mind. Accessible, user-friendly, and cost-effective: our platform ensures that both our investors and the financial advisors that support and guide them have the tools that they need at their fingertips. Simplify your investment journey with the LifeCycle Investment Platform; join us in shaping a future where your investments align seamlessly with your life goals. Start your journey with LifeCycle Investments today. Your financial future awaits.

Welcome to the future of investing: 

the LifeCycle Investments Platform!

As we advance through our lives, our investment needs change. When we are younger, we need savings vehicles to help us provide for our short-, medium-, and long-term financial needs. When we reach retirement, we rely on our savings to provide us with an income that sustains us.

We have established the LifeCycle Investment Platform to provide a comprehensive range of investment products, which are designed to allow our clients to meet their evolving investment needs. Each of our products provides access to a broad range of investment options in the form of unit trust portfolios and alternative investment funds.

Our fund range provides exposure to various types of assets, such as local and offshore equities (shares in companies), bonds and money market instruments (loans), and listed property, which are managed by some of the country’s largest, established asset managers, as well as smaller emerging black managers with exciting new offerings.

We believe that our clients and their financial advisers should have easy access to a simple and cost-effective investment platform that caters for the needs of all South Africans, and we welcome the opportunity to form a long-term partnership that supports you and your loved ones throughout your lives.

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