Unit Trust Fact Sheets

Fund fact sheets: change in progress!

What’s new?
An easier-to-use format, a new design and additional information about our funds. There will soon be four different documents for each of our Fund Fact Sheets

  1. The static sheet provides all you need to know about the fund, including the fund objective and who it’s best suited to.
  2. Performance information and data for preceding month including asset allocation and top holdings can be found in the monthly sheet.
  3. The portfolio manager provides a review of markets, fund performance and outlook each quarter in the commentary sheet.
  4. Select comprehensive sheet, for a combination of static details, monthly performance and commentary all in one document.

Please note: we’re not able to adopt the new design for all fund fact sheets at one time. For the next few months certain funds will still appear in the older format.