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Investments

Investment Trusts

Higher risk than UT or OEIC. IT are pubic limited companies which invest in the shares of other companies to make profits for the benefit of their shareholders.

Unit Trusts, Open-Ended Investment Companies

When you place money in a Unit Trust or OEIC, your contribution is pooled with those of other savers. The net amount is then invested (usually in the Stock Market) by a professional Fund Manager, in accordance with whether that fund should be based on a cautious or more high-risk investment approach.

Unit Trust and OEIC's are often held within an ISA.

Endsleigh Financial Independent Tailoring is a trading name of Endsleigh Independent Financial Services Limited which is authorised and regulated by the Financial Services Authority. This can be checked on the FSA Register by visiting its web site at www.fsa.gov.uk/register.
Endsleigh Independent Financial Services Limited. Company No: 4132605 registered in England at Shurdington Road, Cheltenham Spa, Gloucestershire GL51 4UE.