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Unit Trusts

Do you want to invest in the stock market but don't have the expertise to choose the right shares? Afraid you won't know when to sell shares after you have bought them? 

If you want to leave such decisions to experts then a unit trust is for you. In addition to professional management of your savings, a unit trust can invest in a larger number of companies than most individual investors - often shares in over 100 companies are held in a fund.

By pooling individual savers' funds into one large investment fund, a unit trust can reduce the risk an individual would take by holding shares in only a few companies.

Some unit trust funds hold over £10,000,000,000 of investors money - you can imagine how many opportunities that fund can take advantage of!

Specialist funds exist for investors who wish to buy into particular stock markets or share types - perhaps a Far Eastern fund or one investing only in Ethically run company shares.

Key Benefits
- Full time professional management of your investment.
- Diversification - your money invested in 100s of companies
- Niche funds for sophisticated investors or for diversification.
- Up to £11,280 can be invested in a tax efficient ISA each year.

For details of some of our recommended funds see our ISA page.



PLEASE FILL IN THE FORM TO REQUEST UNIT TRUST INFORMATION
Paul Hipkiss, Independent Financial Advisers
7 Bampton Street, Tiverton, Devon, EX16 6AA
Tel: 01884 254726, Fax: 01884 258641
 
Authorised & Regulated by the Financial Services Authority