What is a Unit Trust?

A Unit Trust is a type of collective investment scheme that invests in a general portfolio, often in shares.

The advantage to you of holding an investment in a unit trust is that you can gain exposure to a wide variety of funds and sectors within one investment. The Unit Trust investment manager will use his expertise to invest in the best areas for growth or income.

Normally an investor should be looking to invest in a unit trust for at least 5 years.

Unit Trust funds can be to create investment growth or income, or even both.

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How is a Unit Trust different?

A unit trust is an open ended investment that relies on the money coming into its funds in order to buy more shares. It cannot borrow, unlike an investment trust.

Holders of a unit trust investment buy units, which hold a value according to the value of the shares that they are invested in.

Unit trusts can be regular savings vehicles, or attract lump sum investment.

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Please contact us to find out more about a unit trust investment.