Braemar Wealth Management

Investment

Unit Trusts

A unit trust is a collective investment scheme where a group of investors 'pool' their money into a fund which is then invested in a wide range of stocks and shares or fixed interest securities. Unit trusts provide a level of diversification as the investors' money isn't dependent on the performance of just one or two companies but spread across a whole range of companies with a single investment. The fund is actively managed by a fund manager who uses their experience and talent to research and select companies with the aim of achieving maximum returns based on the investment objectives and policy of the fund.

Investment Terms Explained ...

Braemar Wealth Management (NW) Limited is authorised and regulated by the Financial Services Authority. Braemar Wealth Management (NW) Limited is entered on the FSA register (www.fsa.gov.uk/register/) under reference 425022. The FSA does not regulate some forms of tax planning and investment structures.
Registered in England & Wales, number 05328421. Registered office – 38 Woodlands Parkway, Altrincham, Cheshire WA15 7QU