Unit Trusts

Helping you reach your goals and ambitions for the future.

Investing in Unit Trusts

Unit Trusts are a common type of collective investment.

A unit trust is a large fund of monies and/or investments pooled together and controlled by trustees to gain 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.

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.

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

STOCK DATA
Value Move %
FTSE 100
9068.58 -64.229 -0.703
FTSE 250
21699.34 -263.49 -1.2
FTSE 350
4971.12 -38.17 -0.762
FTSE All Shares
4919.14 -38.04 -0.767
Dow Jones
43588.58 -542.402 -1.229
Nasdaq
20650.133 -472.316 -2.236

Source: Rapid API
Updating every 15 minutes