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Domestic unit trust portfolios
Income unit trust portfolios
Income unit trust portfolios aim to provide investors with high levels of income (at low levels of capital volatility), by investing primarily in fixed income asset classes. These portfolios are often appropriate for investors with shorter investment horizons.
Asset allocation unit trust portfolios
Asset allocation unit trust portfolios aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These portfolios are often appropriate for investors with medium to longer investment horizons.
Equity unit trust portfolios
Equity unit trust portfolios aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.
Specialist equity unit trust portfolios
We also offer a range of ‘specialist’ equity unit trust portfolios. These are equity portfolios that are invested according to a specific sector or theme. They tend to display high levels of price volatility.
International rand-denominated unit trust portfolios
If you wish to have exposure to offshore investment opportunities, you may consider the following range of rand-denominated unit trust portfolios that provide this exposure for lower minimum investments and without the hassle of having to apply for foreign exchange approval.
Alternatively, if you wish to invest your money offshore in a foreign currency, rather than investing in rands (and being exposed to offshore opportunities via the underlying portfolio), you may wish to read more about the offshore portfolios that we provide access to.
