“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.


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.


All investment related forms.

Trust Deeds

The trust agreement.

Taxation & FATCA

Our stand on taxes.

News & Announcements

JB Vantage in the news.