Income unit trusts
The charges
- Annual management charges are kept low, meaning that more of your money remains invested.
These trusts offer more than one class of units. The details below relate to the unit class 'R', which is the class available online.
| Unit Trust | Initial Charge | Annual Mgmt. Charge | Current Extra Expenses* |
|---|---|---|---|
| Fixed Interest (PDF 23KB) | Nil | 0.75% | 0.04% |
| Managed Income (PDF 21KB) | 3.00% | 0.75% | 0.04% |
| Managed Monthly Income (PDF 21KB) | 3.00% | 1.00% | 0.05% |
* these include auditors, trustees, custodian and regulator fees.
