What is a Unit Trust?
A unit trust is a collective investment scheme that aims to provide investors with an opportunity to ride on the critical mass of a pool of investment resources to gain access to capital and money market funds. The Madison Unit trust provides a suitable investment avenue for retail and institutional investors that wish to access various funds seek diversification and enhanced returns.
Benefits of Investing in Madison Unit Trust?
Diversification:Madison unit Trusts offer products which range from higher short term return funds to long term capital growth funds. By investing in a wide range of assets Madison Unit trusts enable an investor access to a broad spread of listed shares and other securities without needing specific stock market, property market international /money market knowledge.
Professional Fund Management: Madison Unit trusts are managed by professional managers with the expertise, experience, analysis information and time than would be to available an individual investor and thereby enhancing the potential for high returns and long term capital growth. Dedicated Manager: A dedicated manager is available to help clients carefully understand their goals and advise on the right product mix, The manager will bestow personalized service and ensure that clients receive periodic updates and account performance reports.
Flexibility: Madison Unit trusts allow you units to be sold and the proceeds made available within a relatively short period of time.
Dedicated Manager: A dedicated manager is available to help clients carefully understand their goals and advise on the right product mix, The manager will bestow personalized service and ensure that clients receive periodic updates and account performance reports.
Convenience: Our services relieve clients from all the administrative hassles of managing internally their own investments.
Safety of Your Investment: Because we understand how important your investment is to you our unit trusts have been designed to offer you higher than average returns at lower than average risk.
Regulation: Madison Unit trusts are approved and regulated by the Securities and Exchange Commission.
A market fee is charged monthly on the value of the portfolio. These fees are spread over the entire pool of investors which makes it cheaper than if individuals were to invest on their own.
Note: It is important to understand that the value of units may go up as well as down depending on the market conditions.Back to Top
|M3 Growth (Y/Y)||32.0||31.3|
|Source: Bank of Zambia|