Morula

Morula

What are Unit Trusts?

A unit trust is a regulated investment vehicle where Funds from investors are pooled together and invested into different asset classes by investment professionals.

Benefits of Investing in Unit Trusts

  • Removes the task of figuring out where to invest as there are professionals to do that for you.​
  • Access to local and global markets at low minimum requirement.​
  • Diversified risk (e.g. inflation risk, currency risk) by investing in different instruments and classes.​
  • Flexibility in client transactions. You say when.

Unit Trusts Assurance Framework

This framework outlines the different service providers and their roles involved in managing and safeguarding your investments within a Unit Trust Fund. Each represents a specific combination of oversight, responsibility, and contractual relationships between themselves and the Unit Trust Fund.

  • Licensed by NBFIRA to operate CIUs
  • Administers the Morula Umbrella Fund
  • Net Asset Value (NAV) calculations
  • Investor Records
  • Transaction processing
  • Licensed asset manager
  • Executes investment strategy
  • Manages portfolios
  • Handles reporting, compliance, and client relations
  • Holds Fund assets securely
  • Executes and settles trades
  • Independent oversight
  • Ensures compliance with investment guidelines
  • Protects investor interests
  • Net Asset Value (NAV) calculations
  • Investor records
  • Transaction processing
  • Reporting
  • Buy units in the trust
  • Receive access to diversified, professionally managed portfolios