CAL Benefit Unit Trust

Goodbye To Living On Edge

CAL Benefit Unit Trust

The CAL Benefit Unit Trust is an open-ended fixed income Unit Trust that seeks to provide additional income and preserve wealth for individuals and institutions by investing in high-quality fixed income instruments aimed at meeting medium to long terms goals.

Investment Strategy of the CAL Benefit Unit Trust

The Unit Trust shall seek to achieve its objectives through investments in a diversified portfolio of fixed income securities such as Government and Quasi-Government securities and corporate bonds.

Investment Policy of the CAL Benefit Unit Trust

The CAL Benefit Unit Trust shall invest in bonds, treasury bills, certificates of deposits and other suitable fixed income securities. The Unit Trust’s return benchmark is the 364-Day Government of Ghana Treasury Bill.

Minimum Initial Investment
The minimum initial investment per investor shall be GHS100 and subsequently, GHS100 or more. Unitholders are required to maintain a minimum balance of GHS100 to keep the account running.

Are there any subscription charges?

The CAL Benefit Unit Trust imposes no initial charge upon subscription of units.
Objectives & Features
Objectives
- To offer a safe investment opportunity to the public.
- CAL Benefit Unit Trust offers an investment option to grow the wealth of individuals with a focus on the short to medium term.
- Investors can make intermittent withdrawals in times of emergency.
Features
- Investments in this Unit Trust will be in debt instruments only.
- To balance market risks and reduce the investment risk of Unitholders.
Benefits & Advantages
Benefits
- Professional investment management.
- Security of funds.
- Reduces the need to invest in multiple asset classes.
Advantages
- CAL Asset Management’s seasoned Investment Bankers shall select high-yielding but safe fixed-income securities for the Trust.
- Unitholders experience steady growth of their investments.
- Withdrawals can be made during emergencies without penal charges.
Fees & Charges / Redemption Period
How to Sign up & Who Should Invest
How to sign up

To sign up one will need the following:
- A completed KYC Form.
- A copy of Ghana Card.
- One passport-size photo.
- Initial investment amount of at least GHS100.00.
Who should invest

The CAL Benefit Unit Trust is available to all investors who are interested in building funds to take care of intermittent expenses and emergencies.

CAL Benefit Unit Trust

Goodbye To Living On Edge

CAL Benefit Unit Trust

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