Unit Trust

Designed to help individual investors achieve their goals
What is a unit trust?

Personal unit trusts are typically designed for individual investors who want to invest their personal savings in a diversified portfolio of securities such as stocks, bonds, and property. These unit trusts are designed to help individual investors achieve their personal financial goals, such as saving for retirement, buying a house, or paying for their children's education.

Personal unit trusts are usually managed by professional fund managers who invest the money collected from individual investors in a diversified portfolio of securities. The returns earned by the unit trust are distributed to the investors in proportion to their holdings in the unit trust.

Unit trust business investments in South Africa offer numerous benefits, making them an attractive option for businesses seeking to grow their capital, generate income, or diversify their investment portfolios. With professional management, diversification, and liquidity, unit trusts can help South African businesses achieve their financial goals and maintain a competitive edge in today's dynamic market landscape.


Benefits of Offshore and Onshore Investments.

Diversification of Risks

Investing in a mix of onshore and offshore assets can help to spread investment risk across different markets, asset classes, sectors, and currencies. This can help to reduce the impact of market volatility and unforeseen events on the overall performance of the portfolio.

Access to Different Investment Opportunities

Investing offshore can provide access to a wider range of investment opportunities that may not be available in South Africa, such as emerging markets or niche sectors. This can help to enhance the potential returns of the portfolio and reduce the impact of local economic or political factors.

Currency Diversification

Investing offshore can provide exposure to different currencies, which can help to manage currency risk and enhance returns. This is especially important for South African investors, as the rand can be volatile and subject to fluctuations in global currency markets.

Hedging Against Inflation

Investing offshore can provide a hedge against inflation, as the value of offshore investments may be less impacted by local inflationary pressures than onshore investments.

Access to Expertise

Investing offshore can provide access to high-quality investment managers with a wide range of expertise and experience in different markets and asset classes. This can help to ensure that the portfolio is well- managed and optimised for growth.