
Individual Growth Services
Unit Trusts
A unit trust, or collective investment scheme, is a portfolio of assets such as equities, bonds, cash and listed property, in which investors can buy units.
Investment Term
No Fixed Term.
3+ years recommended.
Risk
Dependant on individual’s risk appetite.
Liquidity
Easily accessible (within 7 days).
Tax
Investor responsible for paying tax on growth.
Inflation
Returns will exceed inflation if growth exceeds inflation.