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We believe that each
individual’s investment needs are unique, depending on their financial
goals, their ability to take risk and time horizon of their
investment. NAMAL’s unit trust funds, give you the flexibility
of choosing an investment or investment plan, that fulfills your
investment needs.
Identifying your need is a
key requirement to deciding on a suitable investment. The diagram
given below is to help you understand and identify the correct
investment product to suit your need, from the options available. |
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What is a Unit Trust? |
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A Unit Trust is a pooled investment plan in which the capital
contributions of investors are combined into a legally formed
Trust Fund. The money is then invested by professional fund
managers, acting on behalf of the investors, in a portfolio of
marketable securities. In return for their investments the
investors receive 'units' (shares) in the Trust Fund. The income
derived by the Fund by way of dividends, interest and capital
gains are divided among the unit holders in proportion to the
number of units they hold, in accordance with the distribution
policy of the fund. |
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