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Unit Trusts

Unit Trusts

A Unit Trust fund is a collective investment scheme that pools money together from many investors who share the same financial objective, to be managed by a group of professional managers who invest the pooled money in investments such as shares, bonds and other investments.

Collective Investment Schemes are arrangements made or offered by a company under which the contributions or payments made by the investors are pooled and invested to receive profits, income, produce or property, and the pool is managed on behalf of the investors by a professional manager. The manager uses the money to buy stocks, bonds, or other securities according to specific investment objectives that have been established for the pool.

Unit Trust funds Benefits.

  • Increased diversification: A fund normally holds many financial securities; diversification decreases risk.
  • Daily liquidity: Unit holders can buy and sell their units on a daily basis 
  • Professional investment management: unit trust funds hire portfolio managers to supervise the fund's investments.
  • Ability to participate in investments that may be available only to larger investors. For example, individual investors often find it difficult to invest directly in foreign markets.
  • Government oversight: Unit trust funds are regulated by CMA
  • Ease of comparison: All mutual funds are required to report the same information to investors, which makes them easy to compare.

The unit trusts include:

For more information on our Unit trust products, please click here to download the Brochure