Unit Trusts

An accessible, flexible medium to long-term education investment, offering a choice of over 40 different funds from as little as R500 per month.

Features and Benefits

  • The Investment Series range offers ten key funds ideal for this kind of investing. Choose one that is designed to meet your specific investment needs, in terms of risk and time that you have to save.
  • Unit trusts are flexible enough to accommodate changes in your financial portfolio: you can switch between funds as your risk profile or investment needs change and when the markets shift.
  • Manage your portfolio online and buy, see or switch your units when it suits you!
  • Money invested in unit trusts is easily accessible, especially in times of emergency.
  • Your choice of fund is determined by the amount of time you have to save. This makes it an ideal savings plan to set up when baby is born and what's more, family members can contribute too!
  • Unit trusts are tax-efficient, providing interest income tax exemptions, capital gains tax exemptions and tax-free dividends.
  • You can access the stock exchange without needing knowledge or experience of investing in equities.
  • You can buy unit trusts online or through a financial adviser.