Start a basic unit trust investment
You can invest in unit trusts for most of your financial goals, from saving for longer-term needs, to meeting your shorter-term objectives.

To benefit from our investment expertise, you need a minimum of just R500 a month. If you don’t want to invest monthly, you can start with a single lump sum of R20 000 or more.

You can access your money at any time and make changes to your investment whenever you need to, no transaction fees and no penalties.
Choose a unit trust that suits your needs
We offer a simple range of unit trusts, suitable for different needs. When you choose a unit trust, there is a trade-off between higher potential return on the one hand, and stability and lower risk on the other.
Higher risk & return
Higher potential long-term return
Higher investment risk and fluctuation
Stability & lower risk
Stability and low risk
Lower potential return over time
Potential for higher long-term return, with more significant fluctuation that could last for many years.
Our flagship long-term unit trust. Steady long-term return with moderate fluctuation.
Less fluctuation with above-inflation return. There may be some fluctuation within a two-year period.
Most stability with higher return than bank deposits. May not beat inflation over time but is suitable for short-term needs.
Other unit trust options
If you would like offshore exposure, you can invest offshore through us.
We also have specialist unit trusts (the Allan Gray SA Equity Fund, the Allan Gray Bond Fund and the Allan Gray Optimal Fund), which may be more suitable for experienced investors who are comfortable building their own investment portfolio.
If you want to include diversification in your investment strategy, you may also want to invest in unit trusts from other investment managers.