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Unit Trust

+2
yasiru
shane001
6 posters

Go down  Message [Page 1 of 1]

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

shane001


Manager - Equity Analytics
Manager - Equity Analytics

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

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

shane001


Manager - Equity Analytics
Manager - Equity Analytics

Most of them watched but no reply Smile hope most of them keep their own PF rather give to management company Smile

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

yasiru


Senior Equity Analytic
Senior Equity Analytic

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

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

shane001


Manager - Equity Analytics
Manager - Equity Analytics

Thanks yasiru

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

crnsuranjith


Senior Equity Analytic
Senior Equity Analytic

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 : .)

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

raider


Manager - Equity Analytics
Manager - Equity Analytics

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.

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

Beta1

Beta1
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

http://www.ceybank.com/

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

crnsuranjith


Senior Equity Analytic
Senior Equity Analytic

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

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

raider


Manager - Equity Analytics
Manager - Equity Analytics

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.

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

crnsuranjith


Senior Equity Analytic
Senior Equity Analytic

Dear Raider,

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

Thank you.

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

raider


Manager - Equity Analytics
Manager - Equity Analytics

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%!

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

crnsuranjith


Senior Equity Analytic
Senior Equity Analytic

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 !!!!

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

raider


Manager - Equity Analytics
Manager - Equity Analytics

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.

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

hettdas

hettdas
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

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 ....

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