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3 Alternative Investments To Add To Your Portfolio In 2025
Given the current level of volatility in the financial markets, caused by a variety of factors ranging from geopolitical tensions to a changing energy landscape, diversifying your investments is more important than ever to reduce risk.
Alternative investments, such as those Everest Wealth offers, can offer higher returns, lower correlations with volatile stocks and bonds, and protection against economic turbulence.
As such, here are some alternative investments to consider including in your portfolio in 2025.
Capitalising on Unlisted Growth Through Private Equities
Private equity investments allow you to invest in companies not listed on public stock exchanges. This gives you access to higher potential returns and less price volatility compared to traditional listed equities, making for a stable growth strategy over time.
Everest Wealth’s Onyx Growth portfolio is designed to give you 14.5% annual appreciation through diversified investments in private equity instruments. This product aims to give you exposure to high-growth potential assets in industries such as mining, green energy, property, IT, and hospitality, balancing risk and reward over a five-year investment horizon.
Structured Investment Products For Predictable Returns
If long-term growth is not as important to you as a predictable monthly income, then the Onyx Income+ portfolio is a great option, as it offers an annual return of 14.2% paid monthly over a five-year term. This structured product is ideal if you’re an income-focused investor, retiree, or a professional who wants steady, fixed monthly payouts.
The Onyx Income+ portfolio combines various financial instruments to create customised investment solutions designed to meet specific risk and return goals. Not only does it give you a stable source of monthly income, but it offers capital protection and even growth potential, all tailored to your investment preferences.
High-Yield Fixed-Income Products
The Amethyst Living Annuity is tailored for retirees looking for a long-term stable income with some flexibility. Offering an annual return of 12.12%, this investment allows for withdrawals on a monthly, quarterly, bi-annual, or annual basis, with an optional inflation protector to safeguard your purchasing power.
This kind of product offers attractive returns without the volatility associated with equities. Such products typically generate higher interest payments due to the higher perceived risk compared to investments in government bonds or blue-chip stocks.
As one of the leading specialists in alternative investment management, Everest Wealth can ensure your wealth is protected and invested for secure returns. Contact us now to schedule a consultation.
FAQs and Answers
What are alternative investments?
Alternative investments refer to asset classes outside traditional stocks and bonds, such as private equity, structured products, and annuities.Why should I add alternative investments to my portfolio?
They help diversify risk, provide potentially higher returns, and often perform independently of market volatility.Is the Onyx Income+ portfolio suitable for retirees?
Yes, Onyx Income+ offers 14.2% annual returns paid monthly, making it ideal for income-focused investors and retirees.How does private equity reduce market volatility exposure?
Private equity is unlisted and not subject to daily market swings, offering more consistent long-term growth.Can I access my money in the Amethyst Living Annuity?
Yes, you can withdraw monthly, quarterly, bi-annually or annually, and adjust your drawdown annually.What is the minimum investment for Everest Wealth products?
The minimum investment for products like Amethyst and Onyx is typically R100,000.Is capital protected in structured investment products?
Structured products like Onyx Income+ are designed with capital protection in mind, though risks still apply.Who should consider alternative investments?
Alternative investments are ideal for professionals, retirees, and high-net-worth individuals seeking diversification and stable returns.