Unit trusts: the great equaliser

Unit trust funds are one of the most accessible investment vehicles.

The funds allow investors easy access to multiple asset classes at a price most people can afford.

Lump sum minimum investments are fairly low on many funds (starting with a few thousand rand) and monthly debit orders often cost a minimum of a few hundred rand.

But there are potential dangers, though those often result from the investor’s behaviour.

This guide examines what should and shouldn’t be done when investing in unit trusts.

By and large, though, the results speak for themselves, both in the large inflows unit trusts attract and the often-superior returns they provide, especially for long-term investors.

Unit trusts have been the great equaliser, opening up investment markets once only the preserve of rich people, to everyone.

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