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

Mon, 19th February 2018 - 12:02

Funds focusing on growth, Japan, the US, emerging markets, and contrarian choices have all found favour with our panellists. Marina Gerner reveals their top picks.

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.

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
AXA Framlington Managed Balanced Z Acc3.5821.0443.161,041.061.35Buy
AXA Global Distribution Z Acc4.1328.1846.91180.290.91Buy
AXA Global High Income Z Gr Acc4.0015.1629.10118.784.80Buy
AXA Global High Income Z Acc4.0012.0322.14118.784.80Buy
AXA Pan European High Yield Bond Z Gross Acc4.2519.2136.7926.305.83Buy
AXA Pan European High Yield Bond Z Acc4.1716.5530.1026.304.99Buy
AXA Rosenberg American Z Acc5.1645.70109.20197.220.90Buy
AXA Rosenberg Asia Pacific Ex Japan Z Acc12.7540.4442.95213.981.55Buy
AXA Rosenberg European Z Acc12.2433.8863.3820.522.48Buy
AXA Rosenberg Global Z Acc7.9241.3180.34301.611.73Buy
AXA Rosenberg Japan Z Acc10.2358.4389.5471.641.21Buy
AXA Sterling Corporate Bond Z Gr Acc3.7313.8630.4760.762.90Buy
AXA Sterling Corporate Bond Z Acc3.6912.3226.9160.762.90Buy
AXA Sterling Index Linked Bond Z Acc-1.8125.0244.09262.56-Buy
AXA Sterling Index Linked Bond Z Gr Acc-1.7525.0644.43262.56-Buy
AXA Sterling Strategic Bond Z Acc0.838.5121.67193.661.60Buy
AXA Sterling Strategic Bond Z Gr Acc0.829.3423.86193.661.60Buy
AXA Sterling Credit Short Duration Bond Z Gr Acc0.584.519.75654.451.40Buy
AXA Sterling Credit Short Duration Bond Z Acc0.513.818.11654.451.40Buy
AXA Sterling Buy And Maintain Credit Z1.479.9325.44144.502.60Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
7IM AAP Adventurous C Inc6.8221.9952.13262.121.30Buy
7IM AAP Balanced C Inc3.0412.7032.191,585.381.40Buy
7IM AAP Income C Inc0.8611.6622.7491.603.30Buy
7IM AAP Moderately Adventurous C Inc5.1618.6744.77659.471.40Buy
7IM AAP Moderately Cautious C Inc0.887.2620.22777.351.30Buy
7IM Adventurous C Inc6.2822.3456.58135.990.60Buy
7IM Balanced C Inc2.8112.4832.11779.211.40Buy
7IM Cautious C Inc0.42--41.721.30Buy
7IM Moderately Adventurous C Inc4.7018.7645.35444.360.80Buy
7IM Moderately Cautious C Inc0.757.1320.31308.421.90Buy
7IM Personal Injury C Inc0.627.6019.04274.091.50Buy
7IM Personal Injury B Inc0.637.6018.79274.091.50Buy
7IM Sustainable Balance C Inc3.1815.1435.7881.181.90Buy
ACUMEN Income Portfolio X Inc2.51--170.522.40Buy
AXA Defensive Distribution Z Gr Inc1.0113.1923.46298.440.89Buy
AXA Defensive Distribution Z Inc1.0412.4021.38298.440.89Buy
AXA Distribution Z Inc1.3213.0326.94811.872.30Buy
AXA Ethical Distribution Z Inc2.8218.6836.43225.601.55Buy
AXA Framlington American Growth Z Inc11.1945.97110.68484.53-Buy
AXA Framlington Biotech Z Inc5.5411.84154.52483.18-Buy