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What are Unit Trusts?

Investing. Just the word can send shivers up your spin. Some people go to school for years to learn all the ins and outs of financial management, so how can you possible understand enough about investing or the stock market to actually end up making money? Do you buy stocks, bonds, commodities – do you shoot for long term gains, or do you want short term wins? Do you put all your eggs in one basket, or do you diversify?

Well if you are not really exactly sure what to throw your hard earned money into, then investing into unit trusts might just be the vehicle you are looking for.

Unit trusts are referred to an 'open-ended' investment are available for purchase within the UK, the Isle of Man, Jersey, Ireland, Australia, New Zealand, South Africa, and Singapore.

This 'open-ended' investment is really a collective or pooled investment option that has a specific investment objective that first made available in the UK in 1931. A unit trust really allows you to invest your money in alignment with how much risk you are willing to take.

Your money will be pooled with other investors together and that money is in turn invested through a single collective investment scheme. The unit trust are invested into differing markets and sectors – so you money is spread across several different funds. So you can lose in one sector and gain in another, this in turn lowers the overall risk of losing money.

And of course, as with a lot of other investments, the longer you stay in, the more likely you are to make more money. A unit trust is more beneficial if set up with the intention of being a mid to long term investment strategy.

So a unit trust fund is then comprised of equal components called unit. Each individual unit has a price or net asset value (NAV) which is determined by the underlying asset of the corresponding fund. Each corresponding asset is made up of cash or money market instruments, shares, gold, property, offshore shares, government bonds etc.

The allocation of aforementioned assets can vary depending on the overall objective of the unit trust fund. Each objective is really determined by the risk profile and the investor's preference.

The unit values are determined each day, which aligns with market conditions and fluctuations.

So if this sounds like an appealing type of investment for your portfolio, then by contacting us we can help you get started. It really is never too early to start to plan for your future and your retirement and by putting money aside into a unit trust, you can be assured that you are on the right path.