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

Thu, 18th January 2018 - 10:27

Growth appears solid and unemployment is low, both of which should be supportive of equity markets, writes Tom Bailey.

Wed, 17th January 2018 - 10:23

In emerging markets themselves, current accounts, inflation and growth are generally supportive, writes Marina Gerner. That opens up opportunities.

Fri, 12th January 2018 - 17:41

Despite political headwinds and monetary tightening, asset managers are finding opportunities in unloved sectors. Experts tell Jennifer Hill which funds they'd buy.

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
7IM AAP Adventurous C Inc12.7231.8263.56271.961.30Buy
7IM AAP Balanced C Inc6.4818.4438.171,633.761.40Buy
7IM AAP Income C Inc3.3315.3226.9693.533.30Buy
7IM AAP Moderately Adventurous C Inc10.0226.4353.54683.181.40Buy
7IM AAP Moderately Cautious C Inc3.0610.9823.63798.271.30Buy
7IM Adventurous C Inc12.1631.8768.79140.700.60Buy
7IM Balanced C Inc6.2618.5038.61802.461.40Buy
7IM Cautious C Inc2.15--43.171.30Buy
7IM Moderately Adventurous C Inc9.6626.8255.25459.510.80Buy
7IM Moderately Cautious C Inc3.0111.1824.21315.261.90Buy
7IM Personal Injury C Inc2.3911.0322.11283.441.50Buy
7IM Personal Injury B Inc2.3911.0521.85283.441.50Buy
7IM Sustainable Balance C Inc6.2120.7842.4482.921.90Buy
ACUMEN Income Portfolio X Inc4.72--166.182.40Buy
AXA Defensive Distribution Z Gr Inc3.9617.1929.37311.880.87Buy
AXA Defensive Distribution Z Inc3.9716.3327.15311.880.87Buy
AXA Distribution Z Inc5.8520.8036.19856.692.27Buy
AXA Ethical Distribution Z Inc6.8625.5643.97232.351.52Buy
AXA Framlington American Growth Z Inc15.3557.68124.47499.21-Buy
AXA Framlington Biotech Z Inc6.7316.31164.31503.72-Buy