The Unit Trust
that gives you more

Unit Trusts


General Benefits

An easy way to invest your after-tax savings

Flexibility to access your savings when needed


10X Benefits

Superior long-term growth with low fees

A well diversified portfolio

Clear & transparent reporting

The easy way to grow your wealth

A unit trust is an easy way to grow your wealth. Unit trusts are suitable for meeting your non-retirement investment goals, as they do not have the tax incentives provided to retirement funds. These goals could include saving for a child’s education, a deposit on a house, or just for a rainy day. Unit trusts are more flexible than retirement funds, and you can access all or part of your savings whenever you need them.

The 10X Unit Trust

Designed for long-term growth

When it comes to long-term success, the composition of a portfolio is just as important as its size. Which is why almost 80% of our High Equity Unit Trust is in growth assets, including listed shares and property, positioning you towards better growth over time. In addition to this, our unique composition means a more balanced portfolio.

The 10X Unit Trust is suitable for investors with an investment time horizon of at least five years. Because a High Equity Portfolio can produce poor returns over the shorter-term, the key is to focus on your long term goals and ignore the short term market volatility. The total annual fee is 0,50% pa (excl. VAT), calculated as a % of your investment value for investments below R10 million and 0,30% pa (excl. VAT) for investments above R10 million.

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The 10X Way

At 10X, there are three things that make us who we are. Call them our values, call them our beliefs. For us, it’s our DNA.

Low fees

Our total fees are less than half the industry average.

Simplicity

One simple solution. No confusing choices. No extra costs.

Transparency

Always know what you’ve earned, what you pay, and where you are.

Investment Myth


The more choice the better.

Bust the myth
FAQ

Your Unit Trust questions, answered.

Who should consider using a unit trust?

You should consider a Unit Trust if you want to invest discretionary (non-retirement) savings in a d...

How is my money invested in the 10X Unit Trust?

Your money is invested in company shares (local and international), property shares, bonds (nominal...

How is my unit trust investment taxed?

Your unit trust investment will earn interest and dividend income, and the price of your units will...

10X manages over R7bn in assets for South Africa’s industry leaders

Meeting your future investment goals starts today.