“Know what you own, and know why you own it.”

– Peter Lynch

Learn the ins and outs of unit trusts here

An easily accessible investment vehicle.

How It Works

Step by step guide to investing in unit trusts.

FAQ

What we often get asked.

Unit Trust 101

Unit trusts explained for the everyday investor.

Common Terminology

Technical definitions to help you navigate.

Valuation Methodology

Illustrating how units are priced.

Helpful Resources

Increase your knowledge on personal finance.

Forms

All investment related forms.

Trust Deeds

The trust agreement.

FATCA

Our stand on the Foreign Account Tax Compliance Act.

News & Announcements

JB Vantage in the news.