A unit trust is a collective investment scheme that pools money from many investors who share the same financial objective. The fund is managed by a group of professional managers who invest the pooled money in a portfolio of securities such as …
Investing in a unit trust fund enables the investors to enjoy the benefits and advantage of diversifying their investment and assets. All investments carry risks and investing in unit trust funds is not an exception. The value of the unit trust fund’s underlying investments changes from day to day, which in turn affects the value of the…
As with all financial services, investors will incur fees and charges when investing in Unit Trust funds. While investing in Unit Trust funds is an economic method of investing in a range of investments, it is important that you fully understand the fees, charges and other costs associated as these costs are not insignificant.
Money Market Funds
Fixed Income / Bond Funds
Equity Funds
Balanced / Mixed Assets Funds
The performance indicators, such as total return and average annual total return, serve to help investors evaluate the potential risk and reward of investing in unit trust funds by noting changes in the unit trust funds’ performance from year to year.
A bond is a debt security issued by a borrower who intends to raise funds. Therefore, a holder of this debt is owed the amount that binds the borrower to it with several variations of collateral or conditions that are specified to be met by the borrower.
An investor of a unit trust fund typically:
wants to accumulate wealth over the medium to longer term in meeting financial objectives such as retirement or education funds;…
