Investing made easyInvest in unit trusts and let your money work for you.

What are unit trusts?

Simply put, investors’ money is pooled and then used to invest in financial instruments such as equities and bonds. This pool is then divided into equal units where each unit contains the same proportion of assets in the fund. Investors then share in the fund's gains, losses, income and expenses. The wide variety of unit trusts means that they are an ideal way to build up a well-diversified investment portfolio tailored to meet your specific needs, risk profile and investment requirements.
What's in it for you?
  • You can tailor your unit trust portfolio to suit your specific investment needs and time horizon
  • You can access the stock exchange without needing knowledge or experience of investing in equities
  • The ability to diversify your investment greatly reduces your investment risk
  • Great for accessing in times of emergency savings - you are not tied contractually.
  • Unit trusts are tax-efficient providing interest income tax exemptions and tax-free dividends
  • Exciting capital growth opportunities over the medium- to long-term

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  • There is no contractual term and you may sell your investment at any time. We do recommend that you view your unit trust portfolio as a medium- to long-term investment, in order to get the maximum benefit from your investment
  • The investment minimums for unit trusts vary from fund to fund. Monthly investments start at N$250 and lump sum (once off investments) from N$3 000 – N$25 000
  • Fees and charges vary according to the amount invested and the category of fund in which you want to invest. All the details are on the fund fact sheets
  • You can expect to pay an initial charge (if you invest less than N$5 000) which includes commission as well as an annual service fee

Unit Trusts Personal img rightWANT TO KNOW MORE?Find out exactly how unit trusts can help you reach a few of your financial goals by downloading the brochure.Want to know more about Unit Trusts?Look no further!

    Your unit trust investments are 100% liquid and you can access them at any time. If you action a sell request, the money will be deposited into your bank account within two working days.

    The interest income is taxable but exemptions apply while your dividends are not taxed.

    Old Mutual Investment Group portfolio managers.

    Fees and charges vary according to the amount invested and the category of the fund in which you want to invest. All the details are on the fund fact sheets.

    You can expect to pay an initial charge (if you invest less than N$5 000) which includes commission as well as an annual service fee.

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