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Fact Sheet

  • Want to find out more about a unit trust? Make sure you check out its fact sheet…
  • If you want to invest in unit trusts, you'll soon find out that there are a large number out there to consider. So where should you look to find out everything you need to know about a specific unit trust? You need to look at its fact sheet…   What is a unit trust’s fact sheet?   All unit trusts have a fact sheet. As well as for unit trusts, you’ll also find fact sheet... ››› more
  • [30 November 2015]
  • Investing in unit trusts: Use this handy document to help you pick the right fund
  • There are a vast number of different unit trusts to invest in. You can invest in different indexes and sectors of the stock market, property, bonds, commodities and fixed-interest funds. And different unit trusts have different investment goals. So if you're researching the best unit trusts to invest in, where should you look? Read on to find out… Finding the perfect unit trusts t... ››› more
  • [16 April 2015]
  • Weighing up different unit trusts? Check the fund's TER
  • When you start reading the fact sheets that accompany different unit trusts, you'll come across the total expense ratio (TER). If you're stuck between choosing which fund to invest in, comparing the different TERs can help you come to a decision. But what exactly is the total expense ratio? Let's take a closer look at what it means… May 2007 saw the introduction of the total expense ratio (TER... ››› more
  • [19 February 2014]
  • Equity unit trusts: An easy way to buy shares
  • If you want to invest in shares, but you don't want to do the share picking yourself, equity unit trusts could be for you. Not only that, if you want exposure to the stock market, but you don't have a large lump sum, equity unit trusts are an option to consider. Let's take a closer look at what equity unit trusts offer you… Equity unit trusts invest the majority of their funds into shares list... ››› more
  • [13 February 2014]
  • Investing in unit trusts is easier than you may think
  • If you're looking to invest on the stock market, but you don't want the hassle or don't feel you have the experience to pick shares, then unit trusts could be perfect for you. By buying into unit trusts you get exposure to the market and a professional does all the stock picking for you. But how do you go about investing in them? Read on to find out… Buying unit trusts is very easy, the resear... ››› more
  • [31 January 2014]


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