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Unit Trusts and OEICs

A Unit Trust (or OEIC) is a financial product where money from a number of investors is pooled together and put collectively in investments such as shares and bonds. Each investor then owns units, and the value of these depends on the performance of assets owned by the fund. A unit trust allows modest investment to be diversified away from a holding in a single or small number of companies to a fund where shares of many companies are held. They also allow access to top class fund managers.

Please find a list of unit trust & OEICs providers below

 Neptune Investment Management Limited

Neptune believes a truly active approach to investment offers the best opportunity for superior returns. We apply a rigorous investment process across our fund range, combining strong stockpicking with a unique global sector overview. This process identifies global sectors with the greatest opportunities for growth and then selects the best companies within those sectors, regardless of where they are located. Our portfolios are not constrained by benchmarks, allowing us to pursue a high conviction approach.


 Jupiter Unit Trust Managers Limited

Experienced investors know the importance of maintaining a balanced portfolio.  But do they have the time? The Jupiter Merlin Portfolios could be the solution. Our award winning managers select what they believe to be the best of all available funds and combine them into an actively managed, ready made portfolio with built in diversity and performance potential.


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