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
If you fancy buying gold stocks as you see a recovery coming for the sector or to gain exposure to the gold price, it can be difficult to know which ones to buy.
One way to get around this is to buy into a unit trust that invests in gold stocks for you.
So what should you look at when weighing up different gold unit trusts?
Read on to find out…
The ins and outs of gold unit tr... ››› more
You can use unit trusts to gain exposure to shares on the stock market, but this isn't the only option for you have with this kind of fund.
You can also invest in fixed-interest unit trusts too.
So what are fixed-interest unit trusts? And what type of fixed-interest funds are available to invest in?
Read on to find out…
The ins and outs of fixed-interest unit trusts
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Whilst you may opt to invest in one or two actively managed unit trusts where the fund manager tries to outperform the market, there is a place for passively managed unit trusts in your portfolio.
Passively managed funds aim to track the performance of the market.
So how should you go about choosing tracker unit trusts?
Read on to find out…
The ins and outs of tracker unit trusts
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If you're looking for a simpler way to invest, unit trusts are a good alternative to investing directly on the stock market.
A unit trust fund manager makes all the decisions for you, but you still need to decide what types of unit trusts to invest in.
So what are the most common types of unit trusts available?
Let's take a closer look…
The benefits of investing in unit trusts
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Unit trusts can be a great investment vehicle. They're easy to invest in and you don't have to pick individual stocks.
But you still need to make some decisions. You need to decide which types of unit trusts you want to invest in.
If you want exposure to the South African stock market, you have four different types of funds to consider…
How SA equity unit trusts work
With ... ››› more
When it comes to investing, it's important to build up a diversified portfolio. By diversifying, you reduce the overall risk of your portfolio.
Unit trusts can help you to diversify your holdings. And there is one type of unit trust in particular that could help you achieve diversification easily.
This type of unit trust is a fund of funds.
Read on to find out more…
What is a fund... ››› more
Once you know the type of unit trust you want to invest in, you'll discover that there are many similar unit trusts on the market.
So how can you weigh up the best option?
Read on to find out…
What is the TER?
All unit trusts must publish their total expense ratio (TER). South African unit trusts have had to provide this since May 2007.
The TER gives you all the... ››› more
Unit trusts are a great way to gain exposure to the stock market as a long-term investment.
But like the vast majority of investment options out there, unit trusts come with costs.
So what costs do you have to pay?
Let's take a closer look…
Weighing up the costs of investing in unit trusts
If you decide to invest in unit trusts, you need to look at the different fees a... ››› more
One of the advantages of investing in exchange traded funds (ETFs) and unit trusts is you can opt to invest monthly instead of via a lump sum as you would if you invested in shares.
So why is this an advantage?
Let's take a closer look…
The advantage is rand cost averaging
By regularly investing on a monthly basis into ETFs or unit trusts, you benefit from rand cost averag... ››› more
If you're looking for a way to gain exposure to the stock market without having to pick individual shares, unit trusts could be the ideal instrument for you.
Unit trusts are extremely popular in South Africa and due to this there are hundreds from you to choose from.
So how can you pick the best unit trust for you?
Read on to find out…
The different types of unit trusts
... ››› more
Over the long-term, the stock market moves upwards. By investing on the stock market you can potentially profit from the rise.
But what if you don't want to pick individual stocks? And what if you don't want to deal with a stock broker?
This is where unit trusts come in…
What are unit trusts?
Unit trusts are funds of shares managed by professional fund managers. When you i... ››› more
If you're investing in a managed fund, you want benchmark beating performance in return.
Otherwise you'd be better off putting your cash into a passive fund, such as an exchange traded fund (ETF), and save yourself the management fees.
So how can you work out if a manager is worth the fees he charges?
Read on to find out…
Four factors to weigh up a unit trust’s performance
I... ››› more
If you're a newcomer to investing, the stock market can be a pretty daunting prospect.
You may not want to pick individual shares to invest in as you feel you lack the knowledge or you may simply not have the time to monitor your investments.
This is where unit trusts come in.
Read on to find out what you need to know about investing in unit trusts…
What are unit trusts?
Unit t... ››› more
By investing on the stock market, you benefit from above inflation returns over the long-term.
But what if you don't want to pick individual stocks?
What if you don't want to invest through a stock broker?
And what if you don't have a large lump sum to invest?
You can opt for unit trusts instead.
Read on to find out how you can find the best unit trusts to invest in…
The b... ››› more
When you invest in shares on the stock market, you need to pay a stock broker fees and commission for his services.
When you invest in unit trusts, you also have to pay fees. There are two different types of fees you'll have to cough up.
Read on to find out more…
The initial fees of investing in unit trusts
As with other financial products, investing in unit trusts comes with cost... ››› more
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
If you want to start investing for the long-term, but you don't want to pick individual stocks and you don't have a large lump sum to put to work, what can you do?
One option to consider is investing in unit trusts.
So what are unit trusts? What do unit trusts invest in? And how much do you need to invest?
Read on to find out…
What are unit trusts?
Unit trusts are collective in... ››› more
If you've decided that unit trusts are for you, the next thing you have to decide is which one.
Firstly, you'll have to decide what type of unit trust. There are a vast array to choose from spanning from funds concentrating on South Africa's biggest companies to more sector specific ones.
Once you know what type of unit trust you want to invest in, how can you weigh up which one's the best f... ››› more
If you're want to invest in a unit trust offering lower risk than equity unit trusts, fixed-interest funds could be perfect for you.
Investing in these types of funds can also help to add diversification to your current holdings.
So what types of fixed-interest unit trusts are there?
Read on to find out…
What are fixed-interest unit trusts?
Fixed-interest unit trusts focus thei... ››› more
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