What is a unit trust fund?

A unit trust pools your money with other investors and spreads it across assets like shares, bonds and cash, all professionally managed to grow over time. Start with a R50 000 lump sum or a R1 000 monthly debit order, whichever suits your budget.

BENEFITS

What can you use a unit trust for?

01

Build wealth and reach your goals
Invest in equity funds to grow your money over the long term, or save towards a specific plan like a holiday, home deposit, or future event.

02

Save for education and life’s surprises
Put money aside for your child’s school or university fees, and keep a portion easily accessible for life’s unexpected moments.

03

Balance and diversify your way
Combine different funds to suit your timeframe and comfort with risk. Your investment can be as focused or as diversified as you’d like, all within one simple platform.

Product details

Diagram showing how lower and higher-risk unit trust funds move over time

In investing, risk simply means how much the value of your investment can move up and down over time.

  • Lower-risk funds (like income or money market funds) usually move less in value. They are steadier but may offer smaller long-term growth.
  • Higher-risk funds (like equity or multi-asset funds) can move up and down more in the short term, but over time, they have the potential to grow your money more.

Fund list

Explore our list of unit trusts tailored to suit diverse investment objectives and risk profiles.

Risk profile
High
Investment horizon
7 Years +
Risk profile
High
Investment horizon
7 Years +
Risk profile
High
Investment horizon
7 Years +
Risk profile
High
Investment horizon
7 Years +
Risk profile
High
Investment horizon
7 Years +
Risk profile
Medium – High
Investment horizon
5 Years
Risk profile
Medium – High
Investment horizon
5 Years
Risk profile
Medium
Investment horizon
3 – 5 Years
Risk profile
Low – Medium
Investment horizon
3 Years
Risk profile
Medium – High
Investment horizon
5 Years
Risk profile
Medium – High
Investment horizon
5 Years
Risk profile
Low
Investment horizon
1 – 3 Years
Risk profile
Low
Investment horizon
3 – 5 Years
Risk profile
Low – Medium
Investment horizon
3 Years
Risk profile
Low – Medium
Investment horizon
3 Years
Risk profile
Low – Medium
Investment horizon
3 Years
Risk profile
High
Investment horizon
7 Years +

COLLABORATE

Start a unit trust investment

If you’d like to start a unit trust investment with Fairtree, contact our Client Services team. We’ll guide you through onboarding and help set up your account. Or start straight away using our online Invest Now journey.

Invest now Contact us

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