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Unit Trusts.
A unit trust reduces your risk of investing in the stock market by pooling your savings with thousands of others, and then spreading the money across a wide range of shares or other types of investment.
Unit trusts are also cost effective, charging a fraction of what it would cost you to invest in a broad basket of shares by yourself.
The beauty of unit trusts is that professional fund managers are employed to look after your money.
Unit Trust Performance.
So what is a unit trust and what are the risks?
By diversifying your investment, a unit trust will spread the risk
automatically. You could therefore benefit from stock market returns
without limiting your investment to a small number of companies.
Whatever your objective, income now, income later, a growing income or
building up a large investment, a suitable unit trust can be found.
There are many unit trust plans available, and we can find a unit trust
to meet your risk profile. Please
contact us for further information
Unit Trusts & Income Tax
Income from unit trusts is liable to income tax and capital gains are potentially liable to capital gains tax if personal allowances and reliefs are exceeded.
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