A unit trust portfolio pools the money of many individuals and invests it in equities, bonds, property, cash and other investments, both locally and abroad. Unit trust investing allows an investor to own part of a diversified, professionally managed portfolio of assets by investing a modest amount of money, either once-off or on a monthly basis.
Investors can choose to invest in unit trusts in two ways: by debit order or with a lump sum. Minimum investment amounts vary among asset management companies.
Unit trusts are easy to buy and sell. In the event of an emergency, you can access your savings in 48 hours.
The average investor does not usually have the necessary time, resources and expertise to manage their own money. Unit trust investing allows individual investors access to a professionally managed portfolio of investments. At Nedgroup Investments we partner with select investment managers who we believe will deliver exceptional investment results over the long term, while acting as responsible stewards of your hard-earned savings.
As an individual investor, it is often more cost effective to access a range of investments via a unit trust than buying shares directly from the stock market where transaction costs, such as broker commissions, can reduce the value of your investment by a sizable amount.
Unit trusts are highly regulated and investors can be confident that, while they are subject to investment risks, they are not likely to be victims of fraud or embezzlement. There is also a high level of transparency as legislation requires disclosure about costs and details of the underlying portfolio etc.
Large House award
Top 3: 2012, 2011, 2010, 2009, 2008, 2002
|Raging Bull Overall
Top 3: 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2005
2014: Best retail advertising campaign for small fund managers
Top ranked investment manager for SA Unit Trusts and Offshore Funds (30 September 2015) by Plexcrown Unit Trust Survey