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

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OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
AXA Defensive Distribution Z Gr Acc4.2916.9028.77311.050.87Buy
AXA Defensive Distribution Z Acc4.3216.1026.73311.050.87Buy
AXA Distribution Z Acc6.0120.1934.98852.382.23Buy
AXA Ethical Distribution Z Acc7.1425.1643.05231.741.51Buy
AXA Framlington American Growth Z Acc16.7857.88122.45499.41-Buy
AXA Framlington Biotech Z Acc8.7915.90166.58501.28-Buy
AXA Framlington Blue Chip Equity Income Z Acc8.0127.0155.6493.963.83Buy
AXA Framlington Emerging Markets Z Acc23.4450.3643.69158.320.65Buy
AXA Framlington European Z Acc11.9845.9267.9269.671.78Buy
AXA Framlington Financial Z Acc18.9957.4296.4760.921.62Buy
AXA Framlington Global Opportunities Z Acc16.5150.90102.1274.080.78Buy
AXA Framlington Global Technology Z Acc29.64100.33172.95450.61-Buy
AXA Framlington Health Z Acc3.3125.68110.63505.250.37Buy
AXA Framlington Japan Z Acc23.3697.32177.46255.680.11Buy
AXA Framlington Managed Income Z Gross Acc7.5723.1847.08449.474.93Buy
AXA Framlington Managed Income Z Acc7.6120.4440.46449.474.93Buy
AXA Framlington Monthly Income Z Acc15.3438.2885.05296.854.09Buy
AXA Framlington UK Growth Z Acc7.6426.0555.84176.762.09Buy
AXA Framlington UK Mid Cap Z Acc17.8049.26107.67198.011.15Buy
AXA Framlington UK Select Opportunities ZI Acc10.3728.8258.863,275.761.83Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Ardevora Global Equity D Inc GBP17.7663.79145.77774.47-Buy
Ardevora UK Equity D10.6053.5295.18161.13-Buy
Ardevora UK Income B6.4830.3559.7269.38-Buy
Ardevora UK Income A5.6731.3065.8069.38-Buy
Ardevora UK Income C6.2133.2669.9669.38-Buy
Artemis European Opportunities I Hedged Inc23.7844.7781.20364.941.43Buy
Artemis European Opportunities I Inc23.2361.0192.47364.941.35Buy
Artemis Global Income I Inc12.2347.76109.264,010.923.36Buy
Artemis High Income I Monthly Inc8.9220.3340.101,289.405.32Buy
Artemis High Income I Inc8.9220.4841.381,289.405.30Buy
Artemis Income I Inc12.3632.5163.106,307.963.76Buy
Artemis Monthly Distribution I Inc8.3538.2172.31711.424.06Buy
Artemis Strategic Bond I Quarterly Inc7.5618.7231.941,221.363.97Buy
Artemis Strategic Bond I Monthly Inc7.5018.6132.501,221.363.94Buy
Artemis UK Special Situations I Inc8.0726.6851.51934.352.28Buy
Artemis US Select I Inc GBP17.8069.50-813.360.28Buy
Ashburton Global Defensive R GBP3.517.01-9.132.38Buy
Ashburton Global Defensive D GBP3.827.94-9.132.40Buy
Ashburton Global Defensive I GBP4.098.84-9.132.39Buy
Ashburton India Fixed Income Opportunities R Inc USD8.7912.35-26.605.44Buy