LET US HELP YOU GROW YOUR WEALTH BY INVESTING IN OUR WIDE RANGE OF UNIT TRUST PRODUCTS
A unit trust is an investment vehicle that provides you with an easy and low-cost way to invest in financial markets. Unit trusts pool money from many investors to form one big fund. The unit trust fund is divided into equal parts called units. Units are issued to you based on the amount of money you invested and the price of the unit on day of investments. The money in the fund is invested on your behalf by our investment management partners in shares, bonds, money market instruments and other investments. The distributions (dividend/interest income) of the fund are shared amongst investors on a proportional basis. You can decide to cash out the distributions or reinvestment them by buying more units.
BENEFITS OF INVESTING WITH US
You have the flexibility to manage your savings online or through our dedicated client services team.
Start investing from as little as R500 per month or a lump sum of R10 000 or more.
You have access to your funds at anytime with zero transaction.
We provide you with simple and transparent reporting of your investment.
UNIT TRUSTS, LATEST PRICES AND FACTSHEETS
|* denotes TER not calculated at this stage. TER calculated on 2019-10-31|
|FUND NAME||JSE CODE||DATE||PRICE||TER %||MDD||MANAGER WEBSITE|
|MSM Property ACI Fund-A1||MPFA1||2019-11-11||1||1.33||www.msmpropertyfund.com|
|Benguela Equity ACI Fund||BEAFA||2019-11-11||0.7077||1.09||www.benguelaglobal.com|
|Excelsia Equity ACI Fund-A1||EEACA1||2019-11-11||0.9083||1.32||www.excelsia.co.za|
|ACI Money Market Fund-A1||ACIA1||2019-11-11||0.9174||0.35||www.africaci.com|