The Unit Trust
that gives you more
An easy way to invest your after-tax savings
Flexibility to access your savings when needed
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.
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.
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.
Our total fees are less than half the industry average.
One simple solution. No confusing choices. No extra costs.
Always know what you’ve earned, what you pay, and where you are.
Your Unit Trust questions, answered.
You should consider a Unit Trust if you want to invest discretionary (non-retirement) savings in a d...
Your money is invested in company shares (local and international), property shares, bonds (nominal...
Your unit trust investment will earn interest and dividend income, and the price of your units will...