Who should consider using a unit trust?


You should consider a Unit Trust if you want to invest discretionary (non-retirement) savings in a diversified and professionally-managed portfolio, either to provide an income in retirement or with a particular savings goal in mind.

The information and answers supplied in this section do not constitute advice as defined by the Financial Advisory and Intermediary Services Act, 37 of 2002.


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Related FAQ

Can I make regular monthly contributions via debit order?

Yes, you can make regular monthly contributions via debit order. The minimum debit order is R1 000.

Related FAQ

What happens in the case of a unit trust investor’s death?

Your unit trust investment falls into your deceased estate, and may therefore be subject to Estate D...

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