Unit Trusts

Money Market Fund

The fund caters for corporate, institutions and private investors who have cash available to invest over the medium-term, who require the flexibility to withdraw funds at relatively short notice. This fund is suitable for:

• Investors who require a wholesale interest rate on cash
• Short-term investors requiring a ‘parking bay’ for their cash
• Investors who require low-risk, secure investments with yields in excess of traditional banking products

Balanced Fund

The Balanced Fund is designed for individuals who have cash available to invest over the medium-term to long-term. The fund effectively provides an investment opportunity for individuals who require medium risk, and protection against inflation.

The Balanced Fund is designed for institutional investors who traditionally hold large cash balances but who need extra returns at moderate risk. Institutional Investors benefit from a well-diversified investment at marginal fees. The fund is suitable for institutional investors who require undivided participation in a well-diversified portfolio of market instruments. The Fund is also well suited for Individual Retirement Benefits Scheme.

Equity Fund

The fund caters for corporate, institutions and private investors who have cash available to invest over the medium to long-term. This fund is suitable for investors:

• Seeking steady long-term capital growth.
• Typically have an investment horizon of more than five years.
• Investors who require returns commensurate with medium to high risk.

Bond Fund

The Bond Fund is designed for individuals who have cash available to invest over the medium-term to long-term. The fund effectively provides an investment opportunity for individuals who require medium risk, and protection against inflation. The target investment period is three to five years.

The Bond Fund is designed for institutional investors who traditionally hold large cash balances but who need extra returns at moderate risk. Institutional Investors benefit from a well-diversified investment at marginal fees. The Fund is suitable for institutional investors who require undivided participation in a well-diversified portfolio of market instruments. The Fund is also well suited for Individual Retirement Benefits Scheme.