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.
Products
LifeCycle LifeLIVING ANNUITY
The LifeCycle Living Annuity is an investment-linked annuity policy underwritten by 27four Life Limited. A living annuity pays you an income in retirement and is suitable for retirees who do not want to purchase a guaranteed life annuity or a with-profits annuity.
LifeCycleRETIREMENT ANNUITY
The LifeCycle Retirement Annuity Fund is a personal retirement savings vehicle which allows you to save for your retirement in a tax-efficient manner.
LifeCycleENDOWMENT Policy
The LifeCycle Endowment is an investment-linked policy to assist you in saving towards your long term goals. It supports disciplined investing but at the same time allows you flexibility to change the investment particulars. If you are comfortable with a minimum five-year investment term, want a tax-efficient way to save, and wish to create liquidity in your estate, our Endowment Policy may meet your needs.
LifeCyclePRESERVATION Funds
The LifeCycle Preservation Funds are vehicles which are suitable if you have left an employer because of resignation or retrenchment and you wish to preserve the benefit that you have accumulated within your employer’s retirement fund in a tax-efficient manner.
LifeCycleVIP
The Volantary Investment Product provides you with a low cost, flexible investment product which is easy to understand.
The VIP will give you access to a range of investment options with exposure to all the relevant asset classes to diversify your investment holdings.
LifeCycle LifeDefined Growth Investment Policy
The LifeCycle Life Defined Growth Investment Policy is a long-term, investment-linked life endowment policy designed to help you grow your savings in a tax-efficient and secure way. If you’re comfortable with a fixed five-year term, want predictable returns, and seek liquidity outside your estate, this policy may be the right fit for you.
Important - Please take note!
Given the plethora of online and social media scamming events, we would like to inform you that we do not use social media platforms or instant messaging services to communicate with our clients.
Any communication will be by email to the email address supplied to us by yourself.
We encourage you to contact us via our online query functionality on our website if you are in any doubt regarding the authenticity of any communications that are purported to be from LifeCycle or D and D the cycle. We also encourage you to amend your email address we have on record to keep the lines of communication open.