invest for your children's future

Saving for your child’s education using unit trusts gives you control over your investment: you decide how to invest, when to access the money and what to do with it, based on which years of education you are planning for.

We will carefully manage your chosen unit trust investments following our proven investment philosophy. To build your long-term wealth with us, you can invest monthly or start with a lump sum, subject to our minimums.

You can choose a unit trust that suits your needs and time horizon. While you can monitor your investment and make changes at any time without transaction fees or penalties, we encourage long-term investing.Unit trusts give you the transparency of knowing how your money is invested and seeing how it is growing.

Conservative APPROACH

A high degree on income while maintaining the capital investment, with a very low level of volatility.

Balanced APPROACH

A combination of both growth and income with a moderate level volatility over the long term.

High growth APPROACH

High levels of market volatility and risk for high growth over the medium term.

Choose a basic investment that suits you

We offer a simple range of unit trusts to meet your short and longer-term education savings goals. When you choose unit trusts there is a trade-off between higher potential return on the one hand, and stability and lower risk on the other.

If you will be paying school fees from your investment within the next year or two you may wish to invest the money you need access to in unit trusts that offer more stability.
If you are saving for the later years of education, you can invest money you won’t need for a few years into unit trusts that have the potential for higher return over time. You need to be comfortable with your investment value moving up and down over the short to medium term.

The way you decide to structure your investment depends on which years of education you want to invest for. Keep in mind that you can invest for different time frames at the same time.

Need to talk to someone?

If you have any questions regarding getting started with investing for your children, fill in the details below and one of our advisors will contact you.