Satrix Unit Trusts FAQs

What are Unit Trusts?

A unit trust is a collective investment vehicle that pools money from various investors to create a diversified portfolio managed by an appointed asset manager. Different unit trusts aim to achieve specific investment objectives by investing across different asset classes like shares, bonds, property, etc. The total investment value is divided into units, and their prices fluctuate based on market conditions.

What are the Benefits of Investing in Unit Trusts and How Can I Buy Them?

Investing in unit trusts offers several advantages, including:

  • Accessibility: Easy access to diversified investments.

  • Low Cost: Satrix offers index-tracking unit trusts at competitive rates.

  • Transparency: Clear insight into investments and their performance.

  • Liquidity: Ability to buy and sell units at any time.

Satrix provides index-tracking unit trusts with no minimum investment through SatrixNOW. Our unit trusts are also accessible via Linked Investment Service Providers (LISPs) or private stockbroking accounts.

How Can I Buy Satrix Unit Trusts?

Satrix unit trusts can be conveniently purchased through various means:

  • Online: Visit to buy units directly.

  • LISPs: Access through Linked Investment Service Providers.

  • Private Stockbroking Accounts: Available via your private stockbroking account.

How is My Investment Protected?

Unit trusts are rigorously regulated and monitored:

  • Regulation: Governed by CISCA and monitored by independent trustees under FSCA.

  • Safety: Investor funds are safeguarded and held separately from the management company's assets.

Can I Invest in Unit Trusts on Behalf of My Children?

Yes, parents or legal guardians can open a SatrixNOW investment account for minors and then invest in a Satrix Unit Trust. Parents or guardians are required to manage the investment until the minor reaches adulthood (18 years old).

How Can Unit Trusts Make Money for Investors?

Unit trusts generate returns through:

  • Capital Growth: Based on the increase in the value of the underlying assets.

  • Dividends: Accumulated dividends can be reinvested or distributed to investors, depending on the specific fund strategy.

  • You typically have the option to payout or automatically reinvest your dividends.

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