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unit-trust

WHAT ARE UNIT TRUSTS?

A diversified, professionally managed portfolio of assets by investing a modest amount of money

 

benefits

BENEFITS

A wide range of funds offered by a top-ranked manager

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IDEAL INVESTMENT FOR

Save for a specific goal or time period, but have easy access to your money

Investment return and risk to suit your appetite

A cost effective way to access a range of investments

 

The average investor does not usually have the necessary time, resources and expertise to manage their own money

Our select investment managers act as responsible stewards of your hard-earned savings

In the event of an emergency, you can access your savings in 48 hours

Invest in either by debit order or with a lump sum

 

Funds at a glance

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Risk profile Medium high

Investment manager

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Core Income Fund

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Money Market Fund

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Core Bond Fund

Risk profile Low medium

Investment manager

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Managed Fund

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Global Cautious Feeder Fund

Risk profile Medium high

Investment manager

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Global Flexible Feeder Fund

Risk profile Medium high

Investment manager

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Global Strategic Bond Feeder Fund

Risk profile Medium high

Investment manager

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Core SA Equity Fund

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Core World Index Feeder Fund

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Entrepreneur Fund

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Financials Fund

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Global Emerging Markets Equity Feeder Fund

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Global Equity Feeder Fund

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Global Property Feeder Fund

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Mining and Resource Fund

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Private Wealth Equity Fund

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Property Fund

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Rainmaker Fund

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SA Equity Fund

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Fund performance as at:

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Low risk High risk
1 year 9.46%
3 years 7.46%
5 years 6.68%
7 years -
10 years -
Risk Low
  • Return
  • Benchmark
  • Inflation