Unit Trust
A Unit Trust is a portfolio of investments managed by a professional fund manager. It pools money from multiple investors to buy a range of assets such as shares, bonds, and property, providing a way to spread risk while pursuing medium to long-term growth. Unit Trusts are a popular investment option for those looking to diversify their portfolio and benefit from expert management.
How It Works
When you invest in a unit trust, your money is combined with other investors’ contributions and invested in a mix of assets by a fund manager. This professional management allows you to gain exposure to a diversified range of investments without needing to manage each one individually. Unit trusts can also be held within ISAs to benefit from tax-efficient growth, making them a flexible, tax-efficient investment option.
At Anglian Wealth Management, we help you select the right unit trust based on your financial goals, risk tolerance, and investment timeframe. Whether you’re aiming for capital growth or income, our expert advisers ensure your portfolio is tailored to your specific needs.
Key Benefits
- Diversification: Spreads your investment across a variety of assets, reducing overall risk.
- Professional Management: Managed by expert fund managers, ensuring your portfolio is optimised for growth or income.
- Tax Efficiency: Unit trusts can be held within an ISA to benefit from tax-efficient growth and income.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected, and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on your individual circumstances.
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