Diversify Your Corporate Reserves with Unit Trusts

Reduce Risk. Enhance Liquidity. Maximize Returns.

In today’s uncertain economic climate, businesses are becoming increasingly aware of the need to manage their cash reserves more strategically. While fixed deposits and traditional cash equivalents offer security, they often fall short when it comes to return on capital.

That’s where unit trusts come in.

Why Diversification Matters for Corporate Cash

Relying solely on a single asset class—like fixed deposits—can leave your company exposed to opportunity cost, inflation erosion, and poor returns. Diversifying your reserves through unit trusts spreads your investment across multiple asset classes such as:

• Equities

• Bonds

• Money market instruments

• Real estate

• Global markets

This diversification reduces exposure to the volatility of any one sector, while offering more consistent and potentially higher returns—without compromising on liquidity.

A Smarter Approach to Corporate Liquidity

Unit trusts are not just for long-term investors. They’re a flexible, professionally managed, and transparent option for businesses looking to:

• Protect capital

• Beat inflation

• Access funds when needed

• Maintain a balance between risk and reward

They are ideal for companies with mid- to long-term cash reserves looking to optimize capital efficiency.

 Client Case Study: Real Results, Real Confidence

“We were parking all our excess funds in fixed deposits, but the returns were minimal. After speaking with our financial advisor, we allocated part of our reserves into a diversified unit trust portfolio. Within a year, we saw measurable improvement in returns, while maintaining full liquidity. The transition was seamless, and the performance has been very encouraging.”
— CFO, Regional Logistics Company

Ready to Reimagine Your Corporate Cash Strategy?

Whether you manage reserves for operations, expansion, or contingencies, it's time to move beyond traditional models. Unit trusts offer the tools to diversify intelligently, manage risk proactively, and grow your cash reserves strategically.

Contact us today to learn how a customized unit trust strategy can work for your business.
Or schedule a one-on-one consultation with our corporate investment specialists.

Smart businesses don’t just save — they invest wisely.
Let’s build a more resilient financial future for your company.


  SK Lim
  Your Wealth Partner