Investment Trusts - Pooch Perks B2B

Unit investment trusts offer a simple, convenient and affordable way to develop a well-diversified investment portfolio of stocks and/or bonds without having to select, choose and manage the individual investments yourself which saves significant time.

The investments within a unit trust are fixed for a predetermined time, which means the investments do not change unless a company is bought or merged with another company or a company’s financial condition becomes irreparable. This means you always know what you own. Securities in the trust will not be sold to take advantage of market conditions.

Buying Trust Units

Owning a unit of the trust means you own a proportional share of all the investments within the portfolio. It also means that, for a fraction of the cost, you can have diversified investments (including stocks and/or bonds) that may normally require $100,000 or more to purchase on their own.

When to Consider
Risks of Investing

When to Consider

Unit investment trusts may be suitable for most investors, whether they’re conservative, more aggressive or somewhere in between. That’s because unit trusts provide diversification of quality stocks in a convenient and affordable package without losing the liquidity many investors need.

Risks of Investing

Unit investment trusts are not actively managed. Securities in the trust will not be sold to take advantage of market conditions. The trust may continue to hold securities even though their market value and dividend yields may have changed.