Trusts - Savings and Investment
About Unit Trusts
do Unit Trusts work?
You buy units in the fund or funds which aim to grow over time.
As the value of the investments within the fund rises and falls,
so does the value of your units. You may add further lump sums to
the fund at any time, or increase your monthly payment. The costs
of running the fund are deducted from the value of the units.
can Invest in a Unit Trust?
To invest in a unit trust you must be aged 18 or over. But you can
invest on behalf of a child. In the case of joint investments, all
investors must sign the application form.
can top up your investment at any time with a minimum lump sum payment,
or increase your monthly payment.
of Unit Trust and OEIC Providers
provide general financial information, we urge you to consult an
Financial Adviser ( IFA )
before making any important decisions about your finances.