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Collective Investments 

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Collective Investment Schemes, also referred to as Unit Trusts, are open-ended investments (you are not locked in for a specific period of time).

In Collective investments investors 'pool' funds into specific portfolios, allowing the asset manager and fund manager to purchase various indices which is shared amongst the portfolio.

Each investor owns a proportionate share of the portfolio and its returns.

Key Features of Collective Investment Schemes (Unit Trusts)

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  • Diversification: Pool your money with other investors to access a variety of assets such as shares, bonds, and property, reducing individual risk.

  • Professional Management: Experienced fund managers handle investment decisions, research, and portfolio adjustments on your behalf.

  • Accessibility: Start investing with relatively low amounts, making it easy for beginners and seasoned investors alike.

  • Liquidity: Most CIS investments allow you to buy or sell units quickly, giving you easy access to your money.

  • Variety of Risk Profiles: Choose funds that match your investment goals, whether conservative, balanced, or high growth.

  • Transparency: Regular reporting and fund updates allow you to track your investment performance.

Thinking about either restructuring your portfolio, or wanting to delve into the markets through Collective Investments?  Get in touch with us today.

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