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.

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

London Stock Exchange

Value Move %
FTSE 100
8252.91 29.57 0.36
FTSE 250
21202.89 13.98 0.066
FTSE 350
4566.03 14.48 0.318
FTSE All Shares
4522.75 14.2 0.315
Dow Jones
40001.36 247.609 0.623
Nasdaq
18398.445 115.039 0.629

Currencies

Value Move %
0
1.191 0.003 0.231
GBP/NOK
13.922 0.09 0.652
0
13.663 0.119 0.877
GBP/USD
1.299 0.007 0.555

Biggest Movers

Value Move %
SEGRO
795.6 +52.4 +7.05
easyJet
477.8 -18.1 -3.65

Requestcall back form

Request call back.

or call us
0191 548 3333
 

0191 548 3333
63/65 Sea Road,
Fulwell,
Sunderland SR6 9BW.

office@advancedifa.co.uk