Unit Trust (UT)

Unlocking the Mystery of Unit Trusts: A Comprehensive Guide

Understanding Unit Trusts: An Overview

Exploring the Fundamentals

Dive into the intricacies of unit trusts, an unincorporated mutual fund structure designed to provide direct profits to individual unit owners. Learn how unit trusts differ from traditional mutual funds and gain insights into their underlying principles.

Global Perspectives on Unit Trusts

Discover the diverse landscape of unit trusts across different jurisdictions, including the United Kingdom, Canada, Asia, and beyond. Uncover the variations in regulatory frameworks and investment strategies adopted by unit trusts worldwide.

Operating Mechanisms of Unit Trusts

Portfolio Management Dynamics

Gain a deeper understanding of how unit trusts operate, from the management of underlying assets to the determination of management goals and limitations. Explore the roles of fund managers and trustees in ensuring the effective execution of investment objectives.

Stakeholder Dynamics

Explore the relationships between unit-holders, fund managers, trustees, and registrars within the unit trust ecosystem. Learn how each stakeholder contributes to the overall functioning and governance of unit trust investments.

Revenue Generation in Unit Trusts

Mechanisms of Profitability

Unravel the mechanisms through which unit trusts generate profits for investors, including the dynamics of open-ended funds and the calculation of bid-offer spreads. Understand the factors influencing profitability and the implications for investors.

Investment Strategies and Risk Management

Explore the investment strategies employed by unit trust managers to optimize returns while mitigating risks. Gain insights into the factors driving investment decisions and the measures taken to safeguard investors' interests.