OEICS & Unit Trusts
Spread The Risk?
An Open Ended Investment Company (commonly referred to as an OEIC), gives you access to a broad range of investment opportunities, thus reducing the potential risks associated with investing in the stock market.
OEIC's are a collective investment scheme, which means that your money is pooled together with money from other investors who have chosen to invest in the same portfolio of stocks and shares.
Each time you invest in an OEIC fund, you will purchase a number of shares. The value of your holding will then go up and down depending on the price of the shares in the fund on any given day. The main aim is to provide growth, income or a combination of the two depending on your investment requirements.
There are many different reasons why people chose to invest in OEICS such as:
- Building additional funds for retirement
- Repaying a mortgage
- Planning for children's schooling or University fees
- Inheritance Tax planning
- Spreading investment risk
To find out more about investment products contact us.
THE VALUE OF SOME OF YOUR INVESTMENTS ARE NOT GUARANTEED AND CAN GO UP OR DOWN DEPENDING UPON INVESTMENT PERFORMANCE. YOU COULD GET BACK LESS THAN YOU HAVE PAID IN.
