What is a Unit Trust?

A Unit Trust is an investing program personally designed for customers who wish to invest with the guidance of an experienced financial professional on a variety of products ranging from stocks, bonds, mutual funds, exchange-traded funds, options, annuities, foreign securities, etc., to help maximize capital income.

Unit Trust

A regulated investment company consisting of professional managers who issue redeemable securities representing a portfolio of many different securities. There are three different trust categories : Bonds, Equities, and Mixed.

Mutual Fund

An investment company that continually offers new market shares and buys existing market shares back at the request of the shareholder and uses its capital to invest in diversified securities of other companies.

• Compared with individual investment, there are four different and distinct advantages for these indirect investment methods.
• Minimization of investment risks
• Tailored investment strategies for each individual investor based on their investment history and financial objectives
• Convenience
• Price

• Determining the investment objectives and investment tendencies of each individual investor
• Determining the characteristics of the capital invested
• Education on financial products' characteristics
• Selecting the best-suited investment management company and sales company
• Awareness of relevant fees and commissions on any and all investments
• Please be sure to read the Terms and Conditions of the fund prospectus

If you are interested in investment products, please send us e-mail or call us on ☎ 1588-1770 ahead of visiting branch.