Financial Growth | Investments
Endowments
What is an endowment?
An endowment is a long-term investment fund where the principal amount is preserved, and the income generated from investments, such as interest, dividends, or capital gains, is used for specific purposes. For investors, endowments offer the benefit of steady growth over time, with the capital working to generate consistent returns while maintaining its value. These investments are often considered tax-efficient, as the returns are typically subject to favorable tax treatment, allowing the investor to maximise the benefit of their wealth.
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Sheldon M. Botes
Financial Advisor at Fable Wealth (Pty) Ltd.
Qualifications
Bcomm (Economics) University of KwaZulu-Natal Bcomm Hons (Management) Independent Institute of Education PGD Financial Planning University of the Free State RE1 & RE5 Regulatory Exam
Contact details
Phone: +27 33 940 2253 Email: sheldon@smbfinance.co.za
