HomeHome SearchSearch MenuMenu Our productsOur products

Unit Trust Funds

  • Fund investing: How you can avoid the growing practice of closet indexing
  • With the pressure heavily on fund managers to perform, there appears to be a growing trend in closet indexing. Closet indexing is when an actively managed unit trust fund starts to replicate its benchmark index. The result is you're paying more for a performance you could have got from investing in a tracker fund. Let's take a closer look at what's going on and what you can do about it… The e... ››› more
  • [20 June 2014]
  • Three risks of investing in unit trusts
  • Unit trusts are a great way to invest. You can make money on your investment. And you gain instant diversification, something that investing in individual shares will take you a lot of time and money to replicate. But, of course, there are risks. But what are they? Let's take a closer look at the main risks of putting your money into unit trusts… Investing in unit trusts carries risk When you... ››› more
  • [25 March 2014]
  • If the thought of picking shares fills you with dread, how about investing in unit trusts?
  • As a consumer, you use a wide array of financial products. You buy insurance for your car and house. And chances are you have a bond on your home. But when it comes to shares, the very thought of selecting a few to invest in can put many people off. But that's where unit trusts come in. They do the picking for you. Let's take a closer look at the basics of unit trusts… What is a unit trust fun... ››› more
  • [10 March 2014]
  • Unit trusts: The easiest place to start investing
  • It's one of the most maligned and misunderstood investing vehicles in the market… Ironically, it's also one of the most accessible and easy to use. And when you understand its benefits, it's an ideal way to quickly diversify your portfolio and begin compounding your capital. But why do so many people misunderstand it? And why is it so useful? Read on to find out… The simplest way to start in... ››› more
  • [17 January 2014]
  • Why you should avoid closet trackers
  • If you decide to use a unit trust fund to invest in the stock market, you have two main options. Firstly, you can buy an actively managed unit trust fund. It will cost you more, but in return the manager will try to beat the market. Or secondly, you can buy a ‘passive' fund, which just aims to track the underlying index. It won't give you anything more than the return on the market, but it's a l... ››› more
  • [18 November 2013]
  • How tracker funds work
  • If you want to invest in a passive fund (a fund that tracks the market), then you can think about tracker funds. But what exactly is a tracker fund? Read on to find out more about tracker funds… Passive funds track the underlying market. And one way to invest in a passive fund is through a tracker fund, Phil Oakley explains in MoneyWeek. These tracker funds track an index, like the JSE Top ... ››› more
  • [22 August 2013]
  • Are ETFs a cheaper way to invest than unit trust funds?
  • Many of us use unit trust funds as a long-term investment. But have you thought about the fees you pay? Is there a lower cost alternative to consider? Read on to find out why you should think about exchange traded funds… If you have a lot of your investments in unit trust funds, then that's a big mistake, Steve Sjuggerud and Brett Eversole explain in Daily Wealth Premium… You see, uni... ››› more
  • [20 August 2013]
  • Revealed: The problem with active unit trust funds
  • The biggest problem with active unit trust funds is not necessarily that fund managers are bad at investing on the whole. Some studies suggest that overall, fund managers are better than most people at picking stocks (as you'd have hoped!). Read on to find out the biggest problem with active funds… Before we go any further, let’s define a unit trust fund… A unit trust fund is simply whe... ››› more
  • [31 July 2013]
  • What's a better option: A big fund or a small fund?
  • The universe of funds available to invest in is huge. And knowing where to even start looking is a difficult task. One thing you have to decide is whether you should invest in a big fund or a small fund. Let's have a look at the pros and cons of each… There’s nothing to say a large actively managed fund will give you a better return than a small one or vice versa. But when it comes to dec... ››› more
  • [22 July 2013]

Watch And Learn

Trending Topics