It's Easy!

Just a few basic steps...

Starting a basic Unit Trust is easy. All you require is to set aside a regular K500 per month and choose from our wide range of unit trust to allow you to meet your objectives. Whenever, you are ready to start a basic unit trust ensure it is aligned to your goals and objectives. Please consult any of our client portfolio managers via . Or simply view each key fact sheets to obtain more insights on a particular unit trust that you seek to invest in.

You can download the application form here.

DISCLAIMER : Mutual Funds/Unit Trusts are generally considered medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to future performance. Additionally, fluctuations or movements in exchange rates may cause the value of underlying international investments in a fund to move up or down. Income from the fund is reflected daily through increased unit prices.

Unit 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. Unit prices are available daily and can be obtained by sending an email via