Unit Trusts & OEICs

Introduction to Unit Trusts & OEICs

Unit trusts and open-ended investment companies (OEICs) are types of collective investment, which allow investors to pool their money with other investors to invest more efficiently in stock and bond markets. As 'open-ended' funds, more shares are issued each time someone invests and sold when they exit. In practice, this means that the asset pool will expand and contract as people buy and sell out of the fund and that the price of the fund always reflects the value of the underlying stocks or bonds. These funds usually have income and accumulation units. The income units pay out any income generated by the fund (such as dividends from shares or coupons from bonds), while for accumulation units, this is simply added back into the units. Find out more about Unit Trusts & OEICs.

Funds analysis

Tue, 12th December 2017 - 12:35

James Milne, co-manager of FP CRUX European Special Situations, tells Tom Bailey what he's been buying, holding and selling lately. 

Mon, 11th December 2017 - 12:40

Several of our experts' 2017 fund recommendations produced outstanding returns amid profound uncertainty. Holly Black looks how these various funds fared.

Tue, 5th December 2017 - 11:22

Passive trackers and star manager funds continue to be favoured by investors, according to Marina Gerner who runs through the latest top 10.

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
5alpha Adventurous A Acc GBP7.63--0.00-Buy
5alpha Adventurous B Acc GBP7.62--0.00-Buy
5alpha Conservative A Acc GBP0.34--0.00-Buy
5alpha Conservative B Acc GBP0.34--0.00-Buy
7IM AAP Adventurous C Acc11.3630.9364.32260.981.40Buy
7IM AAP Balanced C Acc6.3018.8438.871,601.841.50Buy
7IM AAP Income C Acc4.8416.3027.4692.433.20Buy
7IM AAP Moderately Adventurous C Acc9.2025.9854.08663.571.50Buy
7IM AAP Moderately Cautious C Acc3.2911.7424.36793.501.40Buy
7IM Adventurous C Acc10.8029.9569.87136.200.70Buy
7IM Balanced C Acc5.9017.6739.20791.191.20Buy
7IM Cautious C Acc2.52--43.461.50Buy
7IM Moderately Adventurous C Acc8.5525.2556.21447.690.90Buy
7IM Moderately Cautious C Acc3.5911.1624.89312.421.60Buy
7IM Personal Injury B Acc2.8911.2622.18281.681.70Buy
7IM Personal Injury C Acc2.9011.2622.51281.681.70Buy
7IM Sustainable Balance C Acc7.0422.1143.2481.692.00Buy
ACUMEN Adventurous Portfolio X Acc11.32--51.35-Buy
ACUMEN Conservative Portfolio X Acc5.5622.19-235.591.30Buy
ACUMEN Income Portfolio X Acc6.64--137.012.40Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
AXA Framlington Blue Chip Equity Income Z Inc8.5926.6655.8491.954.13Buy
AXA Framlington Emerging Markets Z Inc25.6850.1545.91157.490.67Buy
AXA Framlington European Z Inc17.5744.3573.4068.901.81Buy
AXA Framlington Financial Z Inc17.5948.79101.2957.661.67Buy
AXA Framlington Global Opportunities Z Inc18.3347.50103.6172.390.79Buy
AXA Framlington Global Technology Z Inc33.1495.37181.14434.97-Buy
AXA Framlington Health Z Inc9.3227.77116.44503.860.38Buy
AXA Framlington Japan Z Inc26.8996.37181.14242.900.04Buy
AXA Framlington Managed Income Z Gross Inc8.5124.1551.56435.135.48Buy
AXA Framlington Managed Income Z Inc8.5021.2944.86435.134.48Buy
AXA Framlington Monthly Income Z Inc18.1936.8690.29283.894.22Buy
AXA Framlington UK Growth Z Inc9.5326.4958.30173.992.20Buy
AXA Framlington UK Mid Cap Z Inc18.1849.19114.16191.541.20Buy
AXA Framlington UK Select Opportunities ZI Inc11.4728.0960.833,240.881.89Buy
AXA Framlington UK Select Opportunities Z Inc11.3527.7160.123,240.881.77Buy
AXA Framlington UK Smaller Cos Z Inc33.5473.57165.00324.940.90Buy
AXA Framlington Managed Balanced Z Inc11.3729.8456.481,077.801.45Buy
AXA Global Distribution Z Inc10.0333.4559.28179.980.93Buy
AXA Global High Income Z Gr Inc7.3518.2032.4692.375.20Buy
AXA Global High Income Z Inc7.2314.6124.9892.375.20Buy