Investing in a unit trust is one of the easiest ways to reach your financial goals - whether your goal is to save or grow your money. At Capilis we offer a wide variety of unit trust funds run by South Africaâ€™s top investment managers.
|Equity Funds||Balanced/Managed Funds||Income Funds||Money Market funds|
|Return Potential||High||Moderate||Low||Higher than bank deposit|
Unit trusts are portfolios of assets such asÂ equities, listed property,Â bonds and cash. Through a unit trust, investors are able to spread their risk, while at the same time reaping the benefits of professional fund management via a strictly regulated industry.
An investor looking to reach his savings and investment financial goals
An investor looking to invest in either a specific asset class or in a combination of asset classes
Depending on the financial goals, each investors time period is catered for
Funds are chosen to cater to the investors risk appetite (volatility)
An investor can select the unit trust funds should he wish to do so