|
Benefits of investing in a Unit Trust |
| |
|
 |
Professional Management |
| |
Your money is managed by qualified and experienced
professionals, who are supported by research staff. The research
analysts continuously analyze and monitor the performance and
prospects of the investments of the fund and select investments
that are suitable and will help achieve the funds objective. |
|
|
Diversification |
| |
The concept of diversification or spreading your money across
many investments and sectors, lowers your risk of loss and
relates to the age old cliché “
don’t put all your eggs in one basket” |
|
|
Choice of Schemes |
| |
The availability of various unit trust funds gives you the
option to choose the appropriate investment , as you enter each
stage of your life, with changing needs. |
|
|
Affordability |
| |
Initial investments in unit trusts are low. This gives the small
investor an opportunity to access markets (ie. stock market) by
investing through the fund. |
|
|
Tax Benefits |
| |
Income from Dividends and Capital gains from
investing in unit trusts are free of tax, based on the current
law. However investors are advised to seek tax advice in
relation to their investments. |
|
|
Liquidity |
| |
All unit trust funds under NAMAL management are open
ended. This means that you can redeem (en cash) part or all of
your investment at any time and receive the current value of the
fund, which is reflected in the manager’s buying price. |
|
|
Information |
| |
As a unit holder (investor) you will receive regular information
and updates about your investment in the fund and fund
performance, by the way of interim and annual reports sent to
you twice a year. |
|
|
Security |
| |
All unit trust fund management companies are regulated by the
Securities & Exchange commission of Sri Lanka and are obliged to
follow rules and regulations designed to protect investors.
Management companies and their operations are monitored by the
SEC on a regular basis. |
