A unit trust is the pooled money of many investors that is invested in the financial markets through a single collective
investment scheme – called a Unit Trust
Unit trusts invest in different markets and market sectors, while some invest across markets.
Generally the longer you can stay invested, the more likely you are to enjoy a good investment return.
Units are priced daily because the value of the underlying assets changes every day in line with market movements.
An endowment is an insurance-based investment product. You can either pay a monthly premium or a lump sum both of which are invested in a mix of equities, bonds, property and cash, based on clients risk analysis.
You can gain access to expert fund managers, specially chosen portfolios, tailored investments and international markets.
In fact, whatever your future plans, our portfolios are designed to take you there as tax-efficiently as possible.
One of the most compelling reasons for you to invest is the prospect of not having to work your entire life! Bottom line, there are only two ways to make money: by working and/or by having your assets work for you.
If you keep your money in your back pocket instead of investing it, your money doesn’t work for you and you will never have more money than what you save. By investing your money, you are getting your money to generate more money by earning interest on what you put away or by buying and selling assets that increase in value.
It really doesn’t matter how you do it. Whether you invest in stocks, bonds, mutual funds, options and futures, precious metals, real estate, your own small business, or any combination thereof, the objective is the same: to make investments that will generate more cash for you in the future. As they say, “Money isn’t everything, but happiness alone can’t keep out the rain”.
Whether your goal is to send your kids to college or to retire on a yacht in the Mediterranean, investing is essential to getting you where you want to be.
Edge Financial Group offers a personal approach to your investment needs to help you reach your long-term financial goals.
At Edge, we do not underestimate the power of vision. We believe that one of our greatest achievements lies in the Quality of our Service. Our motto is "Keeping the end in mind", this does not only apply to our investment principles and future planning principles, but also to our principles regarding service, and what we can uniquely offer our clients.