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A unit trust is a collective investment scheme, which pools contributions from investors who have the common objective to earn a return on their funds. The pooled funds are then used to purchase a portfolio of financial securities such as equities (shares), bonds, cash, bank deposits etc. The unit trust portfolio is managed by a professional fund manager, while the assets are held by a bank acting as a custodian.
A Unit Trust fund is made up of equal portions called units – which have a price called Net Asset Value (NAV). This price changes daily in line with market prices. The number of units that an investor receives depends on the amount invested and the price at which the units are purchased.
We offer two unit trusts, the Interest-Bearing Assets Fund and the Balanced Fund.
What's in it for you?
- Flexibility: Unit trusts are easy to buy and sell. Money invested in unit trusts is easily accessible, with access to funds within 72 working hours of submitting your instructions.
- Affordable: Start investing from MK50,000.00 and build your investment over time.
- Expert advice: Through a skilled fund manager, Old Mutual Investment Group Limited, investors can access investment portfolios with some of the best investment selections and performance outcomes.
- Diversification: The ability to diversify(spread) your investment across markets and sectors reduces investment risk. Unit trusts offer exciting capital growth opportunities over the medium to long term
- Transparency: Track your investment using our web portal for
- Easy access to shares on the Malawi Stock Exchange
- Secure: Unit Trusts are regulated by the Reserve Bank of Malawi
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Access competitive investment returns using your mobile phone and an Airtel Money wallet. This easy and convenient process cuts out forms and waiting in line.
Want to know more about Old Mutual Malawi Unit Trusts?
The rate of return or interest on a unit trust fund depends the types of assets within the unit trust portfolio and their related returns. The value of shares, bonds and other asset classes are determined by financial markets and can rise or fall over time. Historical performance does not predetermine future performance.
Interest Rates can be viewed daily on the Old Mutual website here.
For transparency, Old Mutual Unit Trust sends out monthly investment reports through email. The market value of your investment depends on the current price of the unit at a particular period of time. The number of units you have needs to be multiplied with the current price which then gives you the market value of your investment.
You can also access your investment details through our online portal at your convenience.
You can invest a minimum amount of MK50 000 and can top up your investment at anytime with a minimum of MK30 000. There is no upper limit to the amount you can invest nor is there a limit to number of times you can top up your investment.
Old Mutual Unit Trust provides you with easy access to your money. Your can redeem all or part of your investment at anytime; your money should reach your bank account within 2 -3 working days upon receipt of the redemption request or selling form.
You can access your investment at any time without any fees or costs.
You can top up your investment at any time by filling out an Additional Investment Form. The minimum amount to increase your investment is MK30 000.
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