CALL US021 001 2323

What are unit trust funds?

A unit trust is the pooled money of many investors that is invested in financial markets through a single collective investment scheme – called a Unit Trust. Unit trusts invest into different markets and market sectors/asset classes like shares, property, cash and bonds simultaneously. You can make or lose money in unit trust funds, but the risk of losing money depends on where and how the fund invests. Generally,
the longer you stay invested, the more likely you are to enjoy a good investment return.

Are unit trusts guaranteed?

Unit Trust funds are NOT GUARANTEED as the performance of the funds depends on the performances of what they are invested in and how these underlying markets/assets perform.

How long do you have to invest for?

A unit trust investment account is not a fixed policy or contract, so your money is not locked away for a fixed period of time. You always have access to your invested capital.

Can I withdraw from the account?

You can make a partial or full withdrawal from the account at any time. Withdrawals take 5-6 business days to complete and are free transactions.

Can I change my investment?

You can switch between different funds at any time without incurring any cost – these are free transactions.

Calculate your retirement needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?

Chat to your portfolio manager

×

Let's chat

One of our investment consultants will contact you shortly.
×

Newsletter Signup

Please complete all information below to sign up.
×

Need Advice?

xxx OK