Skip to main content
MENU
  • Home
  • About Us
  • How We Work
    • Our Advice ProcessOur Investment Process
  • Our Team
  • Privacy Notice
  • Testimonials
  • Contact Us
  • Financial Planning
  • Pensions
    • Pensions
    • Retirement Planning
    • Personal
    • Occupational / Auto Enrolment
    • Stakeholder
    • Executive Pension Plan
    • SSAS
    • Annuities
    • Income Drawdown
    • NEST
    • State Pension
  • Savings & Investments
    • Savings & Investments
    • Introduction
    • National Savings Products
    • Fixed Interest
    • With-profits
    • ISAs
    • Junior ISAs
    • Capital Investment Bonds
    • Collectives
    • Offshore Collectives
    • Equities
    • Unit Trusts
    • Investment Trusts
    • OEICs
  • Mortgages
    • Mortgages
    • Introduction to Mortgages
    • Mortgage Repayment
    • 1st Time Buyer
    • Remortgaging
    • Standard Variable Rate Mortgages
    • Cashback Mortgages
    • Fixed Rate Mortgages
    • Offset Mortgages
    • Tracker Mortgages
    • Buy To Let
  • Life Assurance
    • Life Assurance
    • Introduction
    • Investment Linked
    • Family Income Benefit
  • Health Insurance
    • Health Insurance
    • Introduction
    • Critical Illness
    • Private Medical
    • Income Protection
  • Business Insurance
    • Business Insurance
    • Introduction
    • Directors' & Staff Benefits
    • Pensions & Capital
    • Keyperson
    • Share Protection
    • Income Protection
    • Employers' Liability
    • Professional Indemnity
  • Equity Release
    • Equity Release
    • Introduction
    • Types of Equity Release
    • Drawdown Lifetime Mortgage
    • Home Income Plan
    • Home Reversion Plan
    • Lifetime Mortgage
    • Costs
  • Taxation
    • Taxation
    • Introduction
    • Income Tax
    • Capital Gains Tax
    • Inheritance Tax
  • Wealth Management
    • Wealth Management
    • Introduction
    • Relationship Management
    • Trust Information
    • Lasting Power of Attorney
    • Wills
  • Financial Calculators
    • Financial Calculators
    • Mortgage Borrowing
    • Mortgage Repayment
    • Mortgage Overpayment
    • Loan
    • Investment
  • Research Links
  • My Portfolio
  • Market Data
  • Financial Planning
  • Pensions
    • Retirement Planning
    • Personal
    • Occupational / Auto Enrolment
    • Stakeholder
    • Executive Pension Plan
    • SSAS
    • Annuities
    • Income Drawdown
    • NEST
    • State Pension
  • Savings & Investments
    • Introduction
    • National Savings Products
    • Fixed Interest
    • With-profits
    • ISAs
    • Junior ISAs
    • Capital Investment Bonds
    • Collectives
    • Offshore Collectives
    • Equities
    • Unit Trusts
    • Investment Trusts
    • OEICs
  • Mortgages
    • Introduction to Mortgages
    • Mortgage Repayment
    • 1st Time Buyer
    • Remortgaging
    • Standard Variable Rate Mortgages
    • Cashback Mortgages
    • Fixed Rate Mortgages
    • Offset Mortgages
    • Tracker Mortgages
    • Buy To Let
  • Life Assurance
    • Introduction
    • Investment Linked
    • Family Income Benefit
  • Health Insurance
    • Introduction
    • Critical Illness
    • Private Medical
    • Income Protection
  • Business Insurance
    • Introduction
    • Directors' & Staff Benefits
    • Pensions & Capital
    • Keyperson
    • Share Protection
    • Income Protection
    • Employers' Liability
    • Professional Indemnity
  • Equity Release
    • Introduction
    • Types of Equity Release
    • Drawdown Lifetime Mortgage
    • Home Income Plan
    • Home Reversion Plan
    • Lifetime Mortgage
    • Costs
  • Taxation
    • Introduction
    • Income Tax
    • Capital Gains Tax
    • Inheritance Tax
  • Wealth Management
    • Introduction
    • Relationship Management
    • Trust Information
    • Lasting Power of Attorney
    • Wills
  • Financial Calculators
    • Mortgage Borrowing
    • Mortgage Repayment
    • Mortgage Overpayment
    • Loan
    • Investment
  • Research Links
  • My Portfolio
  • Market Data
  • Home
  • Unit Trusts

Unit Trusts

Investing in Unit Trusts

Unit Trusts are a common type of collective investment.

A unit trust is a large fund of monies and/or investments pooled together and controlled by trustees to gain capital appreciation, income, or both.

Unit Trusts are made up of 'units'. Each unit will have both a buying price and a selling price. The difference in these prices includes the fund management charges. The number of units held, multiplied by the current price, gives the current value of an investor’s holding.

These investments are open-ended, which means that units are created every time an investor puts money into the fund, and liquidated when they withdraw money so that the fund can react to demand and continually grow through prosperous periods.

Investors can then enjoy the benefits of larger investments. However, during periods of poorer performance, the fund may need to sell assets to enable investors to withdraw their monies, so the fund size is reduced.

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

Company address: Premier Financial Planning (Cheadle) Ltd, 63 Cheadle Road, Cheadle Hulme, Stockport, Cheshire, SK8 5EU
T: 0161 482 8888 F: 0161 482 8899 Email: info@premiercheadle.com

Privacy Policy   Best Execution Policy   Client Classification   Conflicts Of Interest Policy   Your Guide To Making A Complaint  Personal Client Agreement

Premier Financial Planning (Cheadle) Ltd is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Premier Financial Planning (Cheadle) Ltd is entered on the FCA register (www.FCA.org.uk) under no. 488845.
 
Registered office: 63 Cheadle Road, Cheadle, Cheshire, SK8 5EU. Registered in England and Wales Number: 06542655.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

© Copyright 2025 Adviser Pro. All Rights Reserved.

Design and Development by Adviser Pro