UNIT TRUSTS
Maximise your market exposure through a Unit Trust investment
Our Unit Trust Funds offer greater diversification and minimal risks, while providing added peace of mind as part of a well-regulated industry. Whether the plan is to save for a short-term or long-term goal, we can help you attain your investment objectives.
What is a Unit Trust Fund?
A Unit Trust pools money and invests in shares, bonds, money market instruments and other investments. The pool is then divided into equal portions called units. Each unit has a price or Net Asset Value (NAV) based on the value of all the assets held in the fund. Your units increase in value as the fund’s overall performance improves.
What can a Unit Trust Fund do for you?
Unit Trusts provide a low-cost, easy-to-understand way of taking part in the stock market. The funds are managed by experts and generally offer sound returns. However, no fund is without some element of risk, so it is important that you understand costs related to the trust you choose. We recommend you speak to a broker to ensure you get a fair deal. Some benefits include:
It’s for everyone
You do not need large sums of money to get going, it’s accessible to all.
Easy to sell
You do not need to wait for long periods if you need to access money.
Secure investments
Your money is in safe hands as legal structures prevent suspicious acts.
What does a Unit Trust Fund cost?
Unit Trusts are designed for earners across the investment landscape. You can choose to invest in lump sums, monthly debit orders, or a combination of the two. The minimum required amount depends on the fund selected. We suggest reaching out to a financial adviser for guidance in this regard. Remember to only invest what you can afford in relation to what you want to achieve.