UT වල ආයෝජනය කිරීම ආරම්බ කරන්නේ කොහොමද?
තැරව්කාර ගාස්තු කොහොමද?
ආයෝජනයේ අවම කාලය කොපමණද?
තෝරාගත හැකි ආයෝජන සැලසුම් මොනවද?
මට මේක සිංහලෙන් දෙන්න විදිහක් නෑ,හෑබෑයි මේ විස්තර ටික වෑදගත් වෙයි කියලා හිතනවා
HOW COULD I INVEST IN A UNIT TRUST ?
Making an investment in a unit trust is very simple. You could obtain an offer memorandum and an application either from the fund management company or from a sales agent. Fill the form and hand over your application along with your cheque made out in favor of the Management Company to the place where you obtain it.
WHO WILL PAY THE MANAGEMENT FEE ?
The management company charges a fee for their services from the trust fund which is always computed on an agree percentage of the value of the funds. This fee is paid to the managers quarterly, by the trust fund.
WHAT IS A PRELIMINARY CHARGE ? (FRONT-END FEE)
The front-end fee which is normally included in the selling price that you pay for a unit is actually the reimbursement of the cost incurred by the managers in promoting the unit trust. This includes the cost of the offer memorandum, postage and other expenses, sales commission to salesman and the cost of advertisements. Normally unit trusts charge a preliminary fee around five percent and may, if costs down to a minimum.
When you buy shares or sell them at the Stock Exchange, you normally pay a brokerage to the broker and another fee to the Central Depository System. In the case of a unit trust the managers will not charge a fee on the redemption of your units.
WILL INVESTING MONEY IN THE UNIT TRUST BE MORE BENEFICIAL THAN INVESTING ON MY OWN ?
There are clear advantages:
Professional management
You have access to professional fund managers who backed by researched data and investment advice from their share holding institutions study the market daily to select the best investments and decide whether to buy, sell or hold what has been acquired to obtain the maximum benefit for you.
Lower risk factor
Funds are invested over a wide range of carefully selected shares, securities and money market instruments thus reducing the risks inherent in a single investment.
A stake in "blue chip" companies.
Investments that give you a stake in some of the country's biggest companies become possible because of the strength of the collective resources available to the trust
Moe info
http://www.sec.gov.lk/UT_Companies.html
