Unit Trust Comparison Tool (Excel)

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  • Create Date September 14, 2026
  • Last Updated September 14, 2026

Unit Trust Comparison Tool (Excel)

Choosing between unit trust funds often comes down to two things people underweight: fees, and whether a fund's risk level actually matches your own. This free workbook puts up to three funds side by side so you can compare properly before you invest.

What's inside:

  • A side-by-side comparison of fund type, risk level, minimum investment, entry and management fees, and published returns for up to three funds
  • Automatic flags for the lowest-fee and highest-returning fund in your shortlist
  • A Fee Impact Illustration showing, independent of any specific fund, how much a 1% difference in annual management fee can cost you in Kwacha terms over 5, 10 and 20 years

Already have a unit trust in mind? Our Fund Managers Unit Trust Assessment Toolkit and Unit Trust Analysis Guide (both also under Unit Trusts on this page) go deeper on evaluating a single fund.

This tool is provided free for general financial education and does not constitute personalised investment advice. Book a consultation with our Investment Advisory team for a recommendation matched to your risk profile.