What is the best performing unit trust in South Africa?

Best performing unit trusts in South Africa 2021

• Old Mutual Gold.
• Anchor BCI Global Equity.
• Nedgroup Inv Mining&Res.
• Sygnia FAANG Plus Equity.
• Ninety One Commodity.
• Allan Gray Balanced Fund.
• ABSA Money Market Fund.
• Coronation resources. Investing in a unit trust requires an open-minded individual with a bold heart.

How do Old Mutual unit trusts work?

Unit trusts use the combined money of investors to invest in global stock markets and economies. This money is managed by investment professionals, called portfolio managers, who buy shares and other asset classes on behalf of their clients, according to the unit trusts mandate.

How do I invest in a unit trust in South Africa?

You can invest in a unit trust fund through financial services providers such as a broker; an Investment Management Company or in some cases through your bank. A unit trust fund is a pooled resource, which means that it allows a group of investors to combine their cash and invest it.

What is the unit trust of Old Mutual?

What is a Unit Trust? A unit trust is a collective investment that allows small investors like you and me to pool our money and invest in local and global stock markets and economies. You can invest directly or, if you don’t know much about stocks and bonds, you can invest through an Old Mutual Financial Adviser.

Is unit trusts a good investment?

Unit trusts are a flexible, long-term investment Unit trusts should be viewed as long-term investments. A lump-sum investment in a unit trust may prove to be the most profitable over the medium to long term. But there are a number of benefits of accumulating unit trusts on a monthly basis.

Can unit trust make you rich?

You may not grow your wealth with dividends, but unit trusts help you grow your wealth through capital gains. Depending on the fund’s performance, the NAV of the units you have purchased can increase or decrease. If their value increases to more than what you paid for them, you will get capital gains.

Should I buy unit trust now?

The short answer is yes. A unit trust offers a cost effective manner to access a diversified portfolio of investments. As opposed to buying individual shares and bonds to build your own portolio. This diversification can also happen across various countries, industries, asset classes etc.

Is it a good time to invest in unit trust?

Besides, when considering investing in a unit trust, anytime is a good time to invest, as a regular savings plan is essential to reduce the effect of market fluctuations on the average investment cost (dollar cost averaging principle).

How long should you invest in unit trust?

Normally, investors are advised to hold the unit trust for 3 to 5 years or longer. Unit trust is not a short term investment, if you sell in less than a year, most probably you do not earn as you need to pay the service charge. Hold the unit trust longer to enjoy the compounded return.

How long should you hold unit trust?

In contrast, unit trusts are more suitable for investors looking for reasonable long-term returns. Being prepared to hold on to their unit trust investment for at least five years or more enables their funds to reap reasonable returns as the companies invested by the funds have sufficient time to grow their profits.

Who are the Old Mutual unit trust managers?

Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider.

How are unit trusts used in Old Mutual Malawi?

Unit trusts are a valuable portion of any investment portfolio. Savings from a number of investors are pooled together and invested in the money market and in shares on the Malawi Stock Exchange (MSE). Investment risk is managed through diversification and returns maximized through active portfolio management by professional asset managers.

Where can I buy units in Old Mutual?

For lump sum investments, you can buy units by calling our dealing desk on (+265) 01 820 677 between 7:30am and 4:30pm on any weekday (except holidays). We will send you an application form showing how much you need to pay. You can also download specific forms on our website.

What does Old Mutual International Sales division do?

From a network of office and operations, the Old Mutual International Sales Division provide financial advisers with information and support on Old Mutual International’s full range of products and services. These financial advisers access OMI’s products to meet the needs of their individual clients.