What are unit trusts?

A unit trust is a type of investment that provides easy and affordable access to financial markets. Your money is combined with the money of other investors and our investment managers use the pool of money to buy underlying investments, such as equities, bonds, cash and property, depending on the unit trust objective. The unit trust is split into equal portions called ‘units’ that are allocated to you according to the amount of money you invest and the price of the units on the day you buy them.

Unit trusts have a number of benefits:

• You can benefit from our investment management expertise by investing $2000 a month or more in our unit trusts.

You buy units in the unit trust of your choice; you decide when and how many units to buy and you own the units until you decide to sell them.
You can access your money at any time and make changes to your investment whenever you need to, no transaction fees and no penalties.