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Our Investment Products

Conservative long-term approach to investing

Our Investment Products

The Personal Trust range of unit trust funds provide an efficient platform through which our fund managers can manage assets on behalf of investors. Unit trusts are highly regulated, transparent and cost-effective investment vehicles.

FLEXIBLE INCOME FUND

The Personal Trust Income Fund is a fixed interest solution which invests in traditional fixed income assets. The portfolio is actively managed by Prescient and RMI with the objective of securing an attractive return while protecting capital.

OFFSHORE FUNDS

At Personal Trust, we believe in the importance of diversification to reduce risk and volatility in portfolios. An investor should have exposure to a diverse mix of asset classes as well as a mix of assets from different geographical regions. This is particularly important when it comes to the management of retirement capital. Personal Trust has offshore mutual funds jointly managed by Brooks MacDonald Asset Management (International) and Credo Capital Plc.

LOCAL EQUITY FUND

The Personal Trust Equity Fund is a domestic, general equity portfolio. The investment objective of the portfolio is to seek long term capital growth through exposure to the South African equity market. It is suitable for investors with a high risk profile and a long-term investment horizon.

ASSET ALLOCATION FUNDS

The Personal Trust Asset Allocation Funds invest in a wide variety of assets such as shares, bonds, listed property and cash both locally and offshore. The funds are suitable for investors who are saving for retirement. Personal Trust has three asset allocation funds to choose from depending on your investment objectives.

TAX FREE SAVINGS ACCOUNT

Enjoy the benefits of tax-free growth by investing in a tax-free savings account. By taking advantage of the Personal Trust Tax-Free Savings Account, investors have access to professional financial planning advice to assess their risk profile and to determine the suitability of the product to their individual needs.

FLEXIBLE INCOME FUND

The Personal Trust Income Fund is a fixed interest solution which invests in traditional fixed income assets. The portfolio is actively managed by Prescient and RMI with the objective of securing an attractive return while protecting capital.

OFFSHORE FUNDS

At Personal Trust, we believe in the importance of diversification to reduce risk and volatility in portfolios. An investor should have exposure to a diverse mix of asset classes as well as a mix of assets from different geographical regions. This is particularly important when it comes to the management of retirement capital. Personal Trust has offshore mutual funds jointly managed by Brooks MacDonald Asset Management (International) and Credo Capital Plc.

LOCAL EQUITY FUNDS

The Personal Trust Equity Fund is a domestic, general equity portfolio. The investment objective of the portfolio is to seek long term capital growth through exposure to the South African equity market. It is suitable for investors with a high risk profile and a long-term investment horizon.

ASSET ALLOCATION FUNDS

The Personal Trust Asset Allocation Funds invest in a wide variety of assets such as shares, bonds, listed property and cash both locally and offshore. The funds are suitable for investors who are saving for retirement. Personal Trust has three asset allocation funds to choose from depending on your investment objectives.

TAX FREE SAVINGS ACCOUNT

Enjoy the benefits of tax-free growth by investing in a tax-free savings account. By taking advantage of the Personal Trust Tax-Free Savings Account, investors have access to professional financial planning advice to assess their risk profile and to determine the suitability of the product to their individual needs.

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