Investment Policy ~ National Investment Trust Ltd

Our Objectives

To enable you to benefit from Capital Growth and Income Growth on a medium/long term basis.
To provide you with a Diversified Portfolio hence limiting risks
To manage your investments efficiently.

Our Policy

NIT Local Equity Fund: Investment in locally quoted Securities;
NIT Global Opportunities Fund: Investment in internationally quoted Securities.

Restrictions (Applicable to LEF only)

Not more than 10% of the total assets of our unit trust may be invested in the shares of any company.
Our Unit Trusts may not hold more than 20% of the capital of any company.

Unit Holder’s Profile

A unit trust investor is one who has a long term view of investment and is therefore willing to accept short term fluctuations in the value of their capital. As such, this type of investment is:

Particularly suitable for:

Investors with a long term view of investment who are looking for income and capital growth and are willing to tolerate a limited amount of risk.
Investors looking for professional management of a portfolio of Securities in an economical and conveniently packaged form.
Small investors seeking cost effective access to overseas markets
Long term investors looking for higher return and greater flexibility than bank deposits or insurance products.

Generally unsuitable for:

Investors who have an immediate need for a high or guaranteed income and are therefore not willing to tolerate a limited amount of risk.
Investors not willing to commit money for the long term.