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Unit Trusts

Start your investment journey by choosing from our different range of investment options each tailored to meet specific goals.
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Unit Trusts, Facts Sheets and Performance Reports

To find out more about our unit trusts, facts sheets and performance reports please click here

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Understanding Unit Trusts

Unit Trusts are generally medium to long term investments. Income is reflected daily through increased unit prices. Prices are calculated on a net asset value (NAV) basis which is the total value of all assets in a fund including any income accrual and less permissible deductions from the fund.

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Choosing your Unit Trusts

Roy Bennett once said “Your beliefs affect your choices. Your choices shape your actions. Your actions determine your results. The future you create depends upon the choices you make and the actions you take today.”

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Quick investment Tips

Making a mistake with your investments could set you back hundreds, if not thousands of Kwachas. Some errors are immediately obvious, whereas others might not become apparent until much later in life when the damage may be harder to reverse.

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