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

people-alt

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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Low risk High risk

Core Income Fund

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Flexible 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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Core Guarded Fund

Risk profile Low medium

Investment manager

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Stable Fund

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Balanced Fund

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Bravata Worldwide Flexible Fund

Risk profile Medium

Investment manager

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Core Diversified Fund

Risk profile Medium

Investment manager

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Core Global Feeder Fund

Risk profile Medium

Investment manager

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Global Cautious Feeder Fund

Risk profile Medium

Investment manager

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Global Flexible Feeder Fund

Risk profile Medium

Investment manager

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Managed Fund

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Opportunity Fund

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Core Accelerated Fund

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Global Emerging Markets Equity Feeder Fund

Risk profile Medium high

Investment manager

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Global Equity Feeder Fund

Risk profile Medium high

Investment manager

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Growth Fund

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Property Fund

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Rainmaker Fund

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Entrepreneur Fund

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Financials Fund

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Global Diversified Equity Feeder Fund

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Global Property Feeder Fund

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Mining & Resource Fund

Risk profile High

Investment manager

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Private Wealth Equity Fund

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Value Fund

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Fund performance as at:

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Low risk High risk
1 year 6.2%
3 years 7.35%
5 years 7.65%
7 years 7.21%
10 years 6.87%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 4.86%
3 years 7.36%
5 years 7.97%
7 years 8%
10 years 8.27%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 5.75%
3 years 6.87%
5 years 7.15%
7 years 6.81%
10 years 6.37%
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 6.14%
3 years 8.58%
5 years 7.84%
7 years 7.46%
10 years 7.65%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 1.3%
3 years 3.83%
5 years 5.08%
7 years 6.72%
10 years 8.47%
Risk Low medium
  • Return
  • Benchmark
  • Inflation