Factors to consider before investing Unit Trusts

Before investing in unit trust funds, you should carefully consider the following:

• Investment objectives of the fund;
• Investment policies and strategies;
• Size of fund and growth trends;
• Investment restrictions, e.g. ethical and religious considerations;
• Potential risks;
• Types and amount of fees charged, such as initial sales / service charges, exit fees, switching fees and annual management fee;
• Historical performance, particularly on price appreciation and distribution of income to investors though past performance is not an indication of its future performance;
• Latest investment portfolios and asset allocations of the fund; and
• Information on the board of directors, key management team, advisors, auditors and trustees.

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