Five benefits of investing in unit trusts

A unit trust portfolio pools the money of many individuals and invests it in equities, bonds, property, cash and other investments, both locally and abroad. Unit trust investing allows an investor to own part of a diversified, professionally managed portfolio of assets by investing a modest amount of money, either once-off or on a monthly basis.


Here are some great reasons to start investing:


1. Affordability

Investors can choose to invest in unit trusts in two ways: by debit order or with a lump sum. Minimum investment amounts vary among asset management companies.


2. Convenience and accessibility

Unit trusts are easy to buy and sell. In the event of an emergency, you can access your savings in 48 hours.


3. Professional management

The average investor does not usually have the necessary time, resources and expertise to manage their own money. Unit trust investing allows individual investors access to a professionally managed portfolio of investments. At Nedgroup Investments we partner with select investment managers who we believe will deliver exceptional investment results over the long term, while acting as responsible stewards of your hard-earned savings.


4. Competitive costs

As an individual investor, it is often more cost effective to access a range of investments via a unit trust than buying shares directly from the stock market where transaction costs, such as broker commissions, can reduce the value of your investment by a sizable amount.


5. Investment safety and transparency

Unit trusts are highly regulated and investors can be confident that, while they are subject to investment risks, they are not likely to be victims of fraud or embezzlement. There is also a high level of transparency as legislation requires disclosure about costs and details of the underlying portfolio etc.

 

Star Awards  Plex Crown
Morningstar Overall
Large House award 

Top 3: 2012, 2011, 2010, 2009, 2008, 2002

Raging Bull Overall
House award 

Top 3: 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2005

2014: Best retail advertising campaign for small fund managers

Top ranked investment manager for SA Unit Trusts and Offshore Funds (30 September 2015) by Plexcrown Unit Trust Survey

 

 

 

 

 

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