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Savings and Investing
Investment basics
Getting to know your manager
Sustainable investing
Collective Investments Schemes
Unit Trusts
Exchange Traded Funds
Hedge Funds
Unit Trusts
What is a unit trust fund?
What are the benefits of investing in a unit trust fund?
Why is a unit trust called a unit trust?
How is my unit trust priced?
How much money do I need to invest in a unit trust fund?
How can I invest in a unit trust fund?
Should I invest a lump sum or regular amounts in a unit trust fund?
How does my unit trust investment grow?
What kinds of unit trust funds are there?
What does it mean if an equity fund specialises or invests broadly?
Why should interest-bearing investments be part of my investment portfolio?
Why are there different kinds of multi-asset funds?
What is a money market fund?
Do unit trusts invest in financial markets outside of South Africa?
Infographic: How you can invest offshore with unit trusts
How can I invest safely offshore?
What should I consider when investing offshore?
Are there any restrictions on unit trust funds?
How should I check the performance of a unit trust fund?
What fees will I pay on my unit trust investment?
How do I measure costs on my unit trust fund?
How are performance fees calculated?
What does the fund fact sheet or minimum disclosure document tell me?
How quickly can I get my money out?
Test your knowledge on unit trusts with our quiz
Test your knowledge on unit trusts with our quiz
Test your knowledge on unit trusts with our quiz
1. The price of a unit in a unit in a unit trust fund is:
The price a willing buyer will pay for the unit.
Determined by law.
Determined by the value of the underlying securities less certain deductions provided for in law.
The price the unit trust management company thinks is a fair price for a unit.
2. The way a unit trust management company should disclose costs on the fund to you on its fund fact sheet through the:
In rand amounts
The total expense ratio and the transaction costs
The reduction in yield
The effective annual cost
3. When you invest offshore through a unit trust fund you can only invest:
R10 million a year.
R1 million a year.
R11 million in total.
Any amount.
4. 4 Which statement is most accurate? A fund that has been awarded a major award:
Is likely to continue to deliver good returns.
Is a good one in which to invest.
Is one that has done well, even with some consistency, at a particular point in an investment market cycle.
Has a fund manager who will be good at managing your money.
