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, 13th February 2018 - 13:10

Asia funds and global funds were popular in January, while active funds outweighed passive trackers on the list, explains Marina Gerner.

Mon, 12th February 2018 - 12:09

With equity markets having suffered steep falls and remaining volatile, Kyle Caldwell considers where investors should be looking for bargains.

Wed, 7th February 2018 - 11:23

Whether you're cautious or bullish on market prospects, investment trusts are an increasingly popular choice. A group of analysts give David Prosser their top tips.

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
7IM AAP Adventurous C Acc6.2221.7851.26260.651.30Buy
7IM AAP Balanced C Acc2.5712.5731.691,580.041.40Buy
7IM AAP Income C Acc0.8111.9022.6691.623.30Buy
7IM AAP Moderately Adventurous C Acc4.6218.4944.07656.161.40Buy
7IM AAP Moderately Cautious C Acc0.527.0619.81775.541.30Buy
7IM Adventurous C Acc5.7722.1655.69135.250.60Buy
7IM Balanced C Acc2.4012.4431.58776.131.40Buy
7IM Cautious C Acc0.18--41.601.30Buy
7IM Moderately Adventurous C Acc4.2618.7044.62442.350.80Buy
7IM Moderately Cautious C Acc0.437.0819.96307.521.90Buy
7IM Personal Injury B Acc0.477.5718.53274.171.50Buy
7IM Personal Injury C Acc0.487.5818.81274.171.50Buy
7IM Sustainable Balance C Acc2.4614.3934.8980.801.90Buy
ACUMEN Adventurous Portfolio X Acc5.42--64.08-Buy
ACUMEN Conservative Portfolio X Acc1.3015.86-284.161.30Buy
ACUMEN Income Portfolio X Acc1.74--166.182.40Buy
ACUMEN Progressive Portfolio X Acc5.6119.75-91.230.60Buy
AHFM Defined Returns B4.7220.80-475.23-Buy
AXA Defensive Distribution Z Gr Acc0.2612.4122.65296.720.88Buy
AXA Defensive Distribution Z Acc0.2811.6520.72296.720.88Buy