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Investor Education

Typical Profile of A Unit Trust Investor

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;
  • seeks diversification as a means to manage risks associated with different types of investments;
  • has insufficient time or access to material to conduct research on the various types of investment and assets available to him/her; and
  • wants investment professional to manage his/her money.