EPISODE · Oct 29, 2025 · 33 MIN
Unit Trusts 101: How South Africans Can Choose the Right Fund for Their Future
from Honest Money
In this bonus episode, Warren Ingram and Ray Mhere discuss the complexities of selecting unit trusts for investment. They speak to the importance of understanding time horizons, matching investment goals with risk tolerance, and evaluating financial capacity. The conversation also covers the significance of investment fees and the necessity of staying invested for the long term to achieve financial goals.TakeawaysUnit trusts are a popular investment choice for private investors.Understanding your time horizon is critical when investing.Investment goals dictate the appropriate time horizon.Risk tolerance affects investment decisions and choices.Financial capacity must be assessed before investing.Investment fees should be fair and justified based on services provided.A fund's track record is important for assessing performance.Investors should stay the course and not react to short-term market fluctuations.Long-term investing is essential for achieving financial goals.Investing should be viewed as a lifelong commitment.Learn more about how Curate Investments can help you here.Send us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod
What this episode covers
In this bonus episode, Warren Ingram and Ray Mhere discuss the complexities of selecting unit trusts for investment. They speak to the importance of understanding time horizons, matching investment goals with risk tolerance, and evaluating financial capacity. The conversation also covers the significance of investment fees and the necessity of staying invested for the long term to achieve financial goals. Takeaways Unit trusts are a popular investment choice for private investors.Understand...
NOW PLAYING
Unit Trusts 101: How South Africans Can Choose the Right Fund for Their Future
No transcript for this episode yet
Similar Episodes
Apr 29, 2025 ·12m
Apr 27, 2025 ·11m
Apr 24, 2025 ·11m
Apr 22, 2025 ·14m