Escape the mundane.Discover real returnson your investment journey.
Professionally vetted and selected for your goals, we offer strategic investment options that lower risk and maximise growth.
What a unit trust is
A unit trust operates as a collaborative investment venture, pooling resources from individual investors into a professionally managed fund encompassing diverse assets like equities and fixed income securities. It establishes a symbiotic relationship between investors (unit holders), the custodian and the trustee — an independent entity, all governed by a legally binding deed registered with the Capital Markets Authority.
Individual contributions are collected into a single fund, so small amounts buy into large portfolios.
The pool buys a portfolio of equities, bonds, cash and bank deposits, matched to the fund’s objective.
Assets sit with an independent bank, under a deed registered with the Capital Markets Authority.
Unit trusts offer you
What you get when your savings sit in a licensed, professionally managed fund.
See what your money could do
Try a growth projection, a retirement plan, or work backwards from a target to the monthly amount it takes.
An illustration, not a promise. Returns vary year to year and are not guaranteed.
Talk through your planAvailable Unit Trust Investment Funds
Open any manager to see their funds, the minimum you need to start and the application forms.
A free 30 minute consultation with our advisors to map your goals and start growing your wealth.
