What is a unit trust?
Personal unit trusts are typically designed for individual investors who want to invest their personal savings in a diversified portfolio of securities such as stocks, bonds, and property. These unit trusts are designed to help individual investors achieve their personal financial goals, such as saving for retirement, buying a house, or paying for their children's education.
Personal unit trusts are usually managed by professional fund managers who invest the money collected from individual investors in a diversified portfolio of securities. The returns earned by the unit trust are distributed to the investors in proportion to their holdings in the unit trust.
Unit trust business investments in South Africa offer numerous benefits, making them an attractive option for businesses seeking to grow their capital, generate income, or diversify their investment portfolios. With professional management, diversification, and liquidity, unit trusts can help South African businesses achieve their financial goals and maintain a competitive edge in today's dynamic market landscape.
Pro Personal Unit Trusts can offer you
Onshore and Offshore Investments
Refer to investments made within the investor's home country, where the investor is subject to local regulations, taxes, and investment laws. In general, offshore investments are often associated with higher risk and greater potential for reward, while onshore investments offer more stability and security.
Benefits of Onshore Investments
Benefits of Offshore Investments
Benefits of Offshore and Onshore Investments.
As part of our investment solution to create solution to suit our clients needs we have a choice of
It is a type of investment fund that pools money from multiple investors and invests in a diversified portfolio of other unit trusts, managed by different fund managers. Essentially, the Multi- Manager Unit Trust is a fund of funds, providing investors with access to a range of different asset classes and investment styles through a single investment vehicle.
Refers to a situation where a single investment management company is responsible for managing all the assets of the unit trust. This means that the investment manager is responsible for making investment decisions, conducting research, and implementing investment strategies on behalf of the investors who have invested in the unit trust.
Good benefits can set your business apart and boost employee well-being. We cover five standard options, and our specialists can customize packages for you.
Education Planning is a way of securing funds for future school and University education costs, a vital way of reaching for your family’s potential.