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.
June was another volatile month though from beginning to end there were not major movements. Our funds all went down slightly although much of that was due to the rising New Zealand dollar during the month.