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Investments & Savings
Invest the way that works for you
At Trustfund-Group, we believe that true financial freedom is built on the foundation of consistent growth and disciplined preservation. Our Investment and Savings division is dedicated to helping many clients transform their financial aspirations into reality through a "best-of-breed" model. By leveraging a cutting-edge IT platform and the expertise of global financial market leaders, we provide a secure environment where your capital works as hard as you do.
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Practical Savings & Investments
Whether you are saving for a first home or managing a multi-billion portfolio, our mission is to deliver innovative, risk-adjusted solutions that create lasting value.
- Trustfund Savings Account flexible account
- Leaders Savings Scheme fixed-term investments
- Asset Management Investment Advisory
Trustfund Savings Account
OVERVIEW
A flexible account with no minimum deposit limit, offering an attractive interest rate of 5% per annum and customisable withdrawal periods. Specifically designed for major milestones or projects, these accounts offer a higher rate of 7% per annum and can even be used as collateral for financial facilities.
KEY BENEFITS
- Our savings solutions are engineered to help you reach your financial milestones with stability and competitive returns.
- Each account is designed to balance accessibility with long-term growth.
- Start saving with no minimum limit and make deposits on a daily, weekly, or monthly basis to suit your cash flow.
Leaders Savings Scheme
OVERVIEW
A dedicated savings plan for children (operated by parents) that earns 6% interest per annum and provides opportunities for annual scholarships. Secure, fixed-term investments for those looking to lock in competitive rates for a set period.
KEY BENEFITS
- You predetermine your withdrawal periods, giving you the discipline to save while maintaining necessary access to funds.
- Specifically designed for major life projects, milestones, or fixed dates agreed upon at the start.
- Once established, your Target Savings balance can be used as collateral for credit facilities.
Asset Management
OVERVIEW
Innovative strategies spanning equity, fixed income, and multi-asset classes across global, emerging, and frontier markets. Direct access to professional advisors who help you build bespoke portfolios including common shares, corporate bonds, and income trusts.
BENEFITS
- To ensure you reach your goal, withdrawals are restricted until your target date or milestone is met.
- There is no minimum limit on the amount that can be saved, encouraging a habit of saving from a young age.
- Ideal for preserving capital, these accounts lock in a competitive interest rate for a specific term.
Diversified Risk Management
We design strategies that prioritise the identification and prioritisation of risk to ensure stable, long-term returns.
Global Reach
Benefit from our international footprint and "best of breed" model that leverages top-tier financial centres worldwide.
Transparency
We are committed to being upfront and honest in all dealings, providing 24/7 online visibility into your portfolios.
Financial Security & Diversification
Investing with Trustfund-Group represents a strategic shift from simply storing wealth to actively cultivating a prosperous future. The primary advantage of a well-structured investment portfolio is the power of compounded growth, which allows your initial capital to generate its own earnings over time. By moving beyond traditional savings, you position your assets to outpace inflation, ensuring that your purchasing power remains robust even as the cost of living rises globally. This transition from a passive saver to an active investor is the most effective way to build a sustainable financial legacy.
Open A Savings Account