“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.
Taxation & FATCA
Our stand on taxes.
News & Announcements
JB Vantage in the news.