Investment Planning

Discretionary Investments

Unit trust

Anyone can invest in unit trust funds. Whether investing a lump sum or making monthly contributions, a unit trust fund is the most affordable way to invest. With no minimum investment periods, it is also quite convenient. We encourage investors to have a long-term view if they want to see their money grow over time. Our role is therefore to ensure that we select underlying investments that are in line with your investment objectives and risk profile.


This is the most tax-efficient way to save. It suits those who are comfortable with a restricted five-year investment and provides great estate planning benefits.