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Unit Trusts

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 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 investors 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 including discounts, 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 FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.


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Company address:
Neville Birch & Co, Copthall Farm, Breakspear Road South,
Ickenham, Middlesex, UB10 8HB
T: 01895 637 121
F: 01895 625 121

Email: info@nevillebirch.com

Neville Birch & Co is Authorised and Regulated by the Financial Conduct Authority.

Neville Birch & Co is entered on the Financial Services Register (www.fsa.gov.uk/register/firmSearchForm.do) under reference 125455.

The FCA do not regulate National Savings products, loans, will writing and some forms of mortgage, offshore funds and inheritance tax planning.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Telephone: 01895 637 121 | info@nevillebirch.com

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