When talking about non-related unit trusts it’s important to understand how changes in the in-house asset test rules impact ...

Q: What’s the difference between unit investment trusts and mutual funds? A: Mutual-fund managers invest in assets (such as stocks or bonds) according to stated sets of objectives. Shares are issued ...

According to the Investment Company Institute (ICI), data on the market value of unit investment trusts (UITs) issued and outstanding as of year-end 2012 indicates a total of 5,787 trusts with a value ...

If you're accustomed to investing in mutual funds – the ordinary open-ended variety – you probably know about closed-ended funds and exchange-traded funds. But what about unit investment trusts?

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Unit trusts allow you to invest in world stock markets and are incredibly popular. Thousands of investors pool their money in a fund and the unit trust's manager invests that cash in a spread of ...

Question: I am 55 years old and earn R25,000 a month. I have no retirement savings and want to invest R5,000 a month to supplement my spouse’s pension. Should I invest this in a retirement annuity (RA ...

The Securities and Exchange Commission of Sri Lanka (SEC) last week directed all managing companies and trustees of Collective Investment Schemes (CIS) to adopt a new categorisation structure for unit ...

SAGICOR Select Funds Limited (SSFunds) filed an application with the Supreme Court of Jamaica Monday seeking permission to convene shareholder meetings regarding the proposed conversion of two of its ...

Each of these products has its own tax structure in terms of tax breaks when you invest the money; tax on the investment build-up; and tax applied to any withdrawals. You will need to take these into ...