Home |Combined Unit Trust
Investors who may find the Income Unit Trust too conservative for them on its own and the Performance and Gold and Metals Unit Trust too aggressive on their own, may choose the Combined Unit Trusts option.
If they choose this option, each contribution will be allocated as follows:
40% into the Income Unit Trust
40% into the Performance Unit Trust
20% into the Gold and Metals Unit Trust
Alternatively, investors can choose to invest in any and all of the Trusts at whatever percentage they wish to allocate to each.
January was an interesting month. Turmoil began in the share markets while gold recovered some of it's December losses only to head down again from the middle of the month. Balancing that on the positive side we had some small gains from the weakening NZ dollar. Roughly speaking we lost about 1% in each fund from the market drops and gained about 2% from the currency.