Unit Trust

shane001 · 1 Unit Trust Thu Oct 30, 2014 5:27 pm

shane001

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Plz give me advise about best unit trust in the market.

shane001 · 2 Re: Unit Trust Thu Oct 30, 2014 5:45 pm

shane001

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Most of them watched but no reply Smile

hope most of them keep their own PF rather give to management company Smile

yasiru · 3 Re: Unit Trust Thu Oct 30, 2014 8:28 pm

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namal and cey bank good to equity funds..avarage return are 18% carg...namal equity fund started in 1992,cebank unit trust fund start after 1 year...
for fixed income funds ndb funds are good..eagle money plus..
contact me any issues for unit trust

shane001 · 4 Re: Unit Trust Thu Oct 30, 2014 8:48 pm

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Thanks yasiru

crnsuranjith · 5 Re: Unit Trust Mon Jun 29, 2015 9:14 pm

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Hello Yasiru,

Thank you for the information.

* Please can I know. is there any risk investing on Unit trust?
* I saw there is different type of unit trust , which one is better for high return with medium or long term?
* currently, which company giving high return for long term?

Thank you very much in advance, I am new to the forum.

Last edited by crnsuranjith on Mon Jun 29, 2015 9:22 pm; edited 1 time in total (Reason for editing : .)

raider · 6 Re: Unit Trust Tue Jun 30, 2015 8:55 am

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I invest with Investrust Funds.

They are relatively new but performing really well

Money Market Fund - short term cash - 8.5%
Equity - 29%
Gilt Edge - 6.5%
Income - 7.5%

I use their money market fund somewhat as a savings account and benefited a lot.

Beta1 · 7 Re: Unit Trust Tue Jun 30, 2015 9:14 am

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http://www.ceybank.com/

crnsuranjith · 8 Re: Unit Trust Tue Jun 30, 2015 4:28 pm

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Thanks all.

What about the JB value equity ? because they are giving best return for long term as I see on their performance report. Please anybody dealing with JB? and also with JB stocks broker?

http://utasl.lk/wp-content/uploads/2015/02/UTA-Performance-summary-January-2015.pdf

raider · 9 Re: Unit Trust Tue Jun 30, 2015 4:45 pm

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JB is good in equity. Qualified people who really know trading. Their long term investments are also spot on.

But I think their management fees are a bit high. Except for that, one million initial investment and you are good to go.

crnsuranjith · 10 Re: Unit Trust Tue Jun 30, 2015 9:05 pm

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Dear Raider,

Thank you, one million initial investment ???? wow. However, They are giving high return on Unit trust according to their report.

Thank you.

raider · 11 Re: Unit Trust Wed Jul 01, 2015 7:58 pm

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Yes, Rs. 1 million initially. But it's the best performing equity fund also, I think. Even if they are not the highest yielding it might be the better option since it;s safe.

Also, if anyone is interested in investing in short term instruments that can be withdrawn anytime at a rate of over 8.5% you should really try that Investrust Money Market Fund.

I have been investing with them for almost an year now and when I adjust the returns for tax, it's over 13%!

crnsuranjith · 12 Re: Unit Trust Thu Jul 02, 2015 5:37 am

crnsuranjith

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Thank you again raider,

I am little bit afraid to connect with direct trading in CSE at the moment as I am new for this trade and most of member here advice me to don't depend on Adviser and I believe that too, but These days, I am learning and will take time for direct trading through online.

Did you invest in equity fund or Investrust Money Market? which one is better to get best returns?

Cheers !!!!

raider · 13 Re: Unit Trust Thu Jul 02, 2015 8:16 am

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I invested in both.

Their growth fund (equity) gave me positive returns even when the market was dropping heavily.

But I heavily invested in money market because I was holding a lot of cash till the time was right to get back into stock. I analysed most unit trusts and their money market fund seems to be the highest yielding and secure since its about 80% govt. securities.

hettdas · 14 Re: Unit Trust Thu Jul 02, 2015 8:43 am

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raider wrote:JB is good in equity. Qualified people who really know trading. Their long term investments are also spot on.

But I think their management fees are a bit high. Except for that, one million initial investment and you are good to go.

Is their minimum initial investment 1 million? Will this secure at least to get initial invested amount +10% if I invest in "JB Vantage Value Equity Fund ". Please explain ....