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Chapter 9: Unit Trust - Coggle Diagram

- - - - Subsequent trade done in secondary or common share market
  - - - Fixed income securities
      - Huge dividend with the view of paying out most of return
  - - - Shares with the view to maximize capital growth over the long term
  - - - Fast track shares that promise high returns with higher risk
  - - - A basket of shares that tracks a selected share market index
  - - - Income
      - Moderate Capita Appreciation
      - Capital Preservation
  - - - Short term money market instrument (maturity < 90days)
    - - Liquidity
      - Temporary place to park their funds before commit to other funds
  - - - Environmentally conscious buss
      - Companies that do not conduct animal testing
- - - - As units trust give opportunity to establish a broadly diversified portfolio of assets with small amount of money
- - - - Licensed Company
        
        Hold all the assets of fund on behalf of Unit Holders and distributes any income to the Unit Holders
    - - Deposit funds with trustee & issue the unit holders unit in fund
        
        Take responsibility of investing Units Holders money to make the highest possible gains
    - - Unit Holder
        
        Who put money and would expect to receive benefits from investment