Independent Financial Advisers

01264 332334

NEED HELP?

Get in touch with us today by phoning .....

01264 332334

or email us at .....

info@pageandpage.co.uk

or visit us at

Oliver House, 40a High Street, Andover SP10 1NF

or use the contact form to send us a message .....

Unit Trusts

 

A unit trust is a collective investment vehicle. They are created under a trust deed and funds are managed by a professional fund manager. The fund manager is responsible for investing your money which is pooled with funds from other investors. When you invest your money you purchase units at the offer price and sell at the bid price.

Unit trusts make money by investing in a wide variety of investments. For example, there are funds which invest solely in British, European, US or Asian-Pacific companies. If you want to diversify based on market sector rather than geography, you can also find fund managers who manage portfolios focusing on industries such as technology, ethical companies or emerging markets.

The overall size of the fund will expand and shrink depending on the number of investors buying or selling their units.

Many unit trusts let you choose whether you want to take returns as income or growth. You can buy ‘income units’ that make regular payouts or ‘accumulation units’ which are automatically reinvested into the investment fund.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Need help? Get in touch with us today, we love to hear from clients old and new.

Call us on 01264 332334

Visit us at Oliver House, 40A High Street, Andover, SP10 1NF

..... or simply complete the enquiry form below.

Contact us at info@pageandpage.co.uk and speak to one of our advisers today

Claim your FREE credit report

Taking a look at your credit report will allow you to see all the information the lender will see when they check your credit profile.

 The credit facility has a 30 days free period and can be cancelled at any time. It is then £14.99 per month

Important Information

Your home may be repossessed if you do not keep up repayments on your mortgage.

Most forms of buy to let mortgage are not regulated by the Financial Conduct Authority.

Page and Page Andover Limited is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority.

Registered in England & Wales      Company number : 07825326        Registered Address : Oliver House, 40a High Street, Andover, Hampshire, SP10 1NF

The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK

 

Privacy Policy       Complaints