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Unit trusts
Who should consider using a unit trust?
You should consider a Unit Trust if you want to invest discretionary (non-retirement) savings in a diversified and professionally-managed portfolio, either to provide an income in retirement or with a particular savings goal in mind.
Read moreCan I transfer from a retirement annuity to a unit trust?
he law does not allow you to transfer your money from a retirement annuity to a unit trust.
Read moreWhat happens in the case of a unit trust investor’s death?
Your unit trust investment falls into your deceased estate, and may therefore be subject to Estate Duty. On receipt of the prescribed death notification, 10X will only act on the instructions received from the executor of your estate.
Read moreWhat is a unit trust?
A unit trust refers to an investment portfolio that is managed as a Collective Investment Scheme and divided into equal parts or ‘units’.
Read moreHow is my money invested in the 10X Unit Trust?
Your money is invested in company shares (local and international), property shares, bonds (nominal and inflation-lined government bonds), and cash. Find out more by downloading the 10X Investment Guide.
Read moreHow is my unit trust investment taxed?
Your unit trust investment will earn interest and dividend income, and the price of your units will reflect the changes in the market value of the underlying assets.
Read moreHow can we 10X Your Future?
Begin your journey to a secure future with 10X Investments. Explore our range of retirement products designed to help you grow your wealth and achieve financial success.