Unit Trusts

Unit trusts are a popular investment vehicle today, they are ‘open ended collective investments’ which put the cash of many investors into one fund a ‘pooled fund’. This system allows investors to invest "collectively" which has the benefits of spreading and reducing risk and keeping costs under control. Unit trusts allow you to invest in the stock market but enable you to spread your risk and benefit from expert investment management.

There are many unit trusts to choose from across a wide range of investment sectors. The managers of the trusts can buy and sell within the trust without having to pay any tax, however tax liabilities can arise on dividends and unit sales by the holder.

 

For advice on investments we act as introducers only

Risk and Reward Unit Trusts OEICs Investment Trusts ISAs Government Gilts Corporate Bonds

BDM Financial Consultants Ltd is an appointed representative of Sesame Ltd.

The site is intended for UK consumers only.
Director: Brian Marks

Registered Address: 68 Peghouse Rise, Stroud, Glos, GL5 1UR . Registered in England. Reg No. 4997591