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.

Why use a unit trust?

A Unit Trust provides an economical way for investors with relatively small amounts of money to obtain the same professional management and diversification of investment as wealthy individuals or financial institutions. They are usually medium-to-long term investments.

Investment Benefits

Investment Term

There is no minimum investment period when investing in collective investments. Generally a medium-to long-term outlook is recommended, to reduce exposure to short-term fluctuations in the market.

SMB Finance - About the Author - Sheldon Botes

If you are keen to meet up and chat about what your possible options are give me a call or whatsapp me and I will call you back.

WhatsApp or Call

+27 72 374 6867

Email

sheldon@smbfinance.co.za

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To learn more about what your investment options are then get in touch. If you are not comfortable filling out the form below, then feel free to phone or email me.

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