Unit Trust Tools

Try some of these useful tools to find out how much you need to invest, what type of investor you are and how our unit trusts perform.

  • InvestRight is a simple, interactive and free guide to help establish how much you will need to save and invest to meet your financial goals, be they short-, medium- or long-term.
  • Our Fund Selection Tool gives you some insight into what type of investor you are.
  • Our Past Performance Calculator will display how much you would have today if you invested one or more years ago. Select the fund, amount and number of years to get your answer.
  • The Price Graphing Tool provides a visual representation of a selected unit trust's price performance over a period of time.