Morula

Morula

Morula Unit Trust Funds Summary

Summary Table

Investment Funds Table Filter
Fund Name
Risk Level
Prescribed Time Horizons
Investment Minimums
Key Features Details
Low Risk
Less than 1 year
P1,000 Lump sum or P200 per month
Highly liquid, aims to preserve capital and provide stable returns.
Low Risk
Less than 1 year
P500,000
Low-risk, capital preservation, monthly income distribution.
Medium Risk
1 - 3 years
P500 lump sum or P200 per month
Medium-risk, income and capital growth, investing primarily in Botswana fixed income.
Medium Risk
3+ years
P500 Lump sum or P200 per month
Medium-risk, aims to provide inflation-beating returns, multi-asset, diversified.
Medium–High Risk
5 years
P500 Lump sum or P200 per month
High-risk, long-term capital growth, diversified global investment.
High Risk
5+ years
P1,000 Lump sum or P200 per month
High-growth potential, lower volatility than pure equity, multi-asset strategy.
High Risk
5+ years
P500,000
High-risk, long-term capital growth, focused on Botswana equities.
High Risk
5+ years
$100,000
High-risk, long-term capital growth, focused on attractively valued global equities.
No matching fund found
We do not currently have a fund that meets the selected criteria.
Please adjust the risk level or investment duration to explore available options.

Standard Disclaimer

Morula Unit Trusts are regulated by the Non-Bank Financial Institutions Regulatory Authority (NBFIRA). Investments are subject to risk, including the possible loss of the principal amount invested. Before investing in any Fund, you should consider your risk appetite, investment objectives, and investment solutions. Potential investors are advised to consult their asset consultant, financial advisor, or other professional experts about the investments.

Investors should be aware that past performance is not an indicator of future performance. Performance figures are gross of fees, except where stated otherwise. Performance figures for periods greater than twelve months are annualized. All the data shown is as at the end of the month.

The information provided above should not be interpreted as investment advice. All views are subject to change without notice. All reasonable care and diligence have been taken in providing the information in this report. Nonetheless, Morula Capital Partners makes no warranty on the accuracy or completeness of the information provided.

All reasonable care and diligence have been taken in providing information and opinions shared. Nonetheless, Morula Capital Partners makes no representation or warranty, express or implied, on the accuracy or completeness of the information provided.