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UNION TRUSTEES LIMITED MIXED FUND
This is an actively managed open-ended unit trust scheme that enables the unit holders invest in a diversified portfolio of assets.
FEATURES
- Basically a Mutual Fund
- Actively Managed Fund
- Assets allocated into 4 classes in the following percentages :
- Quoted Securities
| 35% |
- Money Market Instruments
| 40% |
- Fixed Income Securities
| 10% |
- Real Estate Notes
| 15% |
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Invest in instruments that have high prospects of good/superior returns within the medium to long term
- Forecasts have been conservatively put at 15% - 17% per annum but we believe we can do better.
- IPO sells at N1 per unit (at Par)
- Minimum of 50,000 units and subsequent multiples of 10,000
- An Open Ended Fund
- Operations of the Fund to be supervised/monitored by SEC
BENEFITS
- Achieves greater spread over a range of investments.
- Maximizes return while reducing risk based on portfolio diversification.
- Provides growth on capital over long term
- Provides a high degree of liquidity (when necessary)
- Objective valuation based on net asset value
- Induct small savers into the practice of investment.
- Suitable investment outlet for tax planners (WHT treated as final tax)
| MIXED INVESTMENT FORM | PDF FORMAT | WORD FORMAT | | UTL MIXED INVESTMENT FORM |  |  |
| UTL MIXED FUND REDEMPTION FORM | | |
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