Unit Trusts

Introduction > > Unit Trusts

These are investment packaging, not direct investments.

Unit Trusts are funds that are divided into units, where each unit represents a fair proportion of the fund. To help cover expenses there is normally around 5% difference (spread) between the price that investors pay for units, and the price at which they sell them back.

A Unit Trust can be set up to invest in pretty well any area it likes, so it is very important that you understand the investment strategy being pursued by the managers.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations), and investors might not get back the full amount invested. Past performance is not a guide to future performance.

Last updated on April 7, 2010

Blackadders Wealth Management is authorised and regulated by the Financial Services Authority. Members of the Law Society of Scotland. FSA Registration No: 477685

Blackadders Wealth Management is a trading name of Blackadders LLP, a limited liability partnership, registered in Scotland No SO301600 whose registered office is 30 & 34 Reform Street, Dundee, DD1 1RJ. Reference to a 'partner' is to a member of Blackadders LLP.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.