Unit Trusts

  • Whatever the most suitable balance between saving and investing is for you, we’ll provide exclusive advice.
  • This will fit with your present situation and work towards the one you’re hoping for in the future.
  • Because investing can be uncertain, we’ll assess how comfortable you are with risk and look at your current needs regarding access to funds.
 

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Investing in Unit Trusts

Unit Trusts are a common type of collective investment.

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You are invited to a free initial savings and investments meeting, where you can get to know us, as we establish your financial journey to date and where you hope to take it.

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A unit trust is a large fund of monies and/or investments pooled together and controlled by trustees with the aim of gaining capital appreciation, income, or both.

Unit Trusts are made up of 'units'. Each unit will have both a buying price and a selling price. The difference in these prices includes the fund management charges. The number of units held, multiplied by the current price, gives the current value of an investor’s holding.

As the market and your needs and goals change, we are able to keep an eye on your savings and investments and advise you accordingly.

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These investments are open ended, which means that units are created every time an investor puts money into the fund, and liquidated when they withdraw money, so that the fund can react to demand and continually grow through prosperous periods.

Investors can then enjoy the benefits of larger investments. However, during periods of poorer performance, the fund may need to sell assets to enable investors to withdraw their monies, so the fund size is reduced.

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For financial services that are independent, individually tailored and incomparable, contact us today. Our knowledgeable and helpful advisers will be happy to help.

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THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

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