About Unit Trusts

Unit trusts use the combined money of investors to invest in global stock markets and economies. This money is managed by investment professionals, called portfolio managers, who buy shares and other asset classes on behalf of their clients, according to the unit trusts mandate.

Simply put, unit trusts offer an easy, convenient and affordable way to invest in shares and other asset classes. There are many types of unit trust funds that are designed to offer investors different benefits, such as growth and income, depending on your particular needs.

An added benefit is that because a unit trust is made up of more than one investment, the portfolio manager can make decisions to buy assets that are performing well, and sell poorly performing assets, in order to meet the objective of the unit trust, and your investment goals.

Old Mutual Unit Trusts offers both its Investment Series which is a selection of ten unit trusts chosen because they meet most investor needs, and a comprehensive range of over 40 unit trusts for investors with more specific views, which means that you can build a well-diversified investment portfolio tailored to meet your personal needs, risk profile and investment requirements.

Features and Benefits

  • Unit trusts offer you the flexibility to tailor a portfolio to suit your specific investment needs and time horizon.
  • You can buy them direct or through a financial adviser.
  • You can access the stock exchange without needing knowledge or experience of investing in equities.
  • The ability to diversify (spread) your investment across markets sectors and economies greatly reduces your investment risk.
  • Money invested in unit trusts is easily accessible, especially in times of emergency.
  • Unit Trusts are tax-efficient, providing tax exemptions on interest income, capital gains tax exemptions.
  • Unit trusts offer exciting capital growth opportunities over the medium- to long-term.
  • Online transactional capability: you can buy, sell and switch units in your portfolio online.

Investment Term

There is no contractual term and you may sell your investment at any time. However it is recommended that you view your unit trust portfolio as a medium to long-term investment.

Invest now

If you know which unit trusts are right for you, select one of the options below. Alternatively, use our handy Fund Selection Tool to see what unit trusts may suit your needs.

If you need advice please complete the form on the right-hand side of this page and a trained consultant will contact you soon.