Unit Trusts
A unit trust is a form of collective investment constituted under a trust deed. A unit trust pools investors’ money into a single fund, which is managed by a fund manager.
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Investment planning Specialists
A unit trust provides an affordable and straightforward way to invest in assets like shares, listed properties, and bonds that typically aren’t accessible to individual investors with smaller amounts of money.
Investment Options
The fund manager diversifies your investment to safeguard it from being too heavily impacted by the decline of any single asset.
- No maximum limits on how much you can invest – only minimum investment amounts, that vary from fund to fund.
- Ideal option once if you have reached the maximum investment amount limits on a tax-free unit trust. Your income and capital gains will be taxable.
- Ideal if you invest in money market/interest yielding products only, and you’re not earning more than R23 800 in interest (or R34 500 if you’re older than 65).
Contact us or schedule a consultation today and start planning your financial future.
Momentum Unit Trust Investments allows you to invest in unit trusts across all major asset classes. Momentum has a range of local unit trusts and offshore unit trusts to suit your personal investment needs and goals.
- Start investing from only R250 per month.
- Enjoy 3 – 7 year investment plans.
- Access your money whenever you need it.
- Enjoy flexibility in investing.
Hollard
Hollard Investments provide a range of Unit Trust Fund options to suit your specific investment needs and objectives, both short-term and longer-term in nature. These options range from conservative options such as cash-type portfolios to more assertive options such as equity-type portfolios.
- Unit trusts are liquid & easily accessible.
- Enjoy affordable investment options.
- Get total transparency of fees.
- Get diversification of risk.
AVBOB
If you are looking to put money away for a future nest egg, pay for your dream holiday or contribute to the education of your children, a tax-free investment is the way to go. AVBOB’s tax-free investments come in the form of a unit trust.
- Tax-free capital gains on your investment.
- Start growing your money from only R200 per month.
- Get access to boosters and bonuses.
What makes us the #1 in Unit Trusts
Expert Cover
Our advisors are qualified in various types of insurance, such as health, life, auto, home, and business insurance, to help you make informed decisions.
Tailored Cover
We provide tailored financial advice to ensure you get the best cover, sourcing multiple quotes from different insurers to find the right protection for your needs and budget.
Time & Money Savings
By offering efficient services and cost-effective premiums, we save you time and money- to protect yourself against potential risks and losses.