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.
February was another choppy month with markets not being able to decide whether to go up or down and generally reversing one day what they did the previous one. This is a notoriously difficult market to manage money in. Hedge fund managers, who try to buy or sell trends, having been pulling their hair out this year with all this choppiness.