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Education series

Unit trusts

Investing your money can be a daunting prospect, especially if you’re not sure where to begin. However, investing in a unit trust can be an effective way to invest your money in a safe and regulated manner.

Terminology

When first entering the investment world, it seems like everyone is speaking a different language. Here is a simple guide to help you navigate the terminology and investment jargon you may encounter.

Understanding asset allocation

Learn about the importance of asset allocation and how it can help diversify your investments and manage risks.

Understanding Income Distributions

Income distributions occur when a unit trust fund distributes the net income, which is the income earned in the fund, minus the permissible fund expenses.

Making sense of an MDD

An MDD is a short summary of a unit trust, which is published monthly or quarterly by the manager of the unit trust.

Power of Saving

Saving money consistently can seem like an impossible task, especially if you feel like you don’t have enough disposable income to make a significant difference.