What are Unit Trusts?
Unit Trusts are an investment vehicle that enables individuals to invest in a diversified portfolio, including treasury bills, government bonds, corporate bonds, and shares. By pooling resources in Unit Trust Funds, investors can access a broad range of financial instruments managed by professional fund managers, enhancing potential returns while mitigating risks.
These funds are regulated by the Capital Markets Authority.
To get started, take a moment to consider your goals and risk tolerance.
- Goal: What are you saving for? (e.g., retirement, education fund, down payment on a house)
- Risk Appetite: How much fluctuation in your investment value are you comfortable with?
Answering these two questions will help determine the best investment vehicle for you based on your goals and risk tolerance.
You can conveniently apply through our digital platform, i-INVEST.
For lower investments under KES 150,000, simply dial *480# on your mobile phone to open an account and start saving today! We also welcome you to visit any Old Mutual Branch to fill out an application form in person.
- No upfront fees: Get started easily without any initial investment charges.
- Easy access to your money: Enjoy the flexibility to make withdrawals from your Unit Trust Funds when needed.
- Expert management: Relax and let our experienced fund managers handle the investment decisions for you.
- Invest on your terms: Choose a lump sum investment or set up a convenient monthly plan.
- Switch with ease: Move your investments between different Unit Trust Funds to suit your changing needs.
Investing in Unit Trusts offers a variety of advantages to help you reach your financial goals:
