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Unit trusts

Grow your money with a range of investment products from Wesleyan Unit Trust Managers
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Whether you're looking to invest in a tax-free ISA, save for your child's future, or invest as much as you want in a Unit Trust Investment Account, we have a product for you. Fully managed by an award-winning† Investments Team.

Bear in mind the value of all investments can go down as well as up, and you may get back less than you put in.

Choose how you want to invest in unit trust funds

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Unit Trust ISA

A straightforward stocks and shares ISA, the Unit Trust ISA allows you to invest tax-free in a choice of managed funds.
  • Invest up to £20,000 in the 2024/2025 tax year
  • Select from six risk-rated funds, managed by an award-winning team
  • Pay no income tax or Capital Gains Tax on any potential returns
Find out more and apply online
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Unit Trust Investment Account

Already used up your ISA allowance or don’t want to move your existing stocks and shares ISA? You can continue to invest through the Unit Trust Investment Account.
  • No limits on how much you can invest
  • Match your risk appetite with a choice of six funds
  • Set up auto-ISA subscriptions to maximise your tax-free allowance first*
Learn more and apply
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Unit Trust Junior ISA

Get your children off to a strong financial start, with tax-free savings of up to £9,000 for tax year 2024/2025.
  • Invest for your children without affecting your own ISA allowance
  • Pay no income tax or Capital Gains Tax on investment returns
  • Lock away the investment until your children turn 18
Find out more

† Investment Team of the Year, Insurance Asset Risk Awards 2023.

* Auto-ISA subscription option is not available online. Please call 0808 258 4480 to find out more.

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Want to learn more about investing in unit trusts?

If you are unsure about which of our unit trusts to invest in, you can speak to a Specialist Financial Adviser from Wesleyan Financial Services. They'll be able to explain the details of how each of our unit trust products work and which one best meets your financial goals. Alternatively, you can download and read our handy guide to unit trusts.
Book an appointment Download the guide

Already a WUTM customer?

If you’re already investing with us, you can log in to the WUTM Investment Portal to check your portfolio and manage your account(s) at any time.

Log in to the WUTM portal

You might be interested in…

Want to know more before investing in unit trusts? Here are some helpful resources:

Investing in funds

Considering investing in funds but not sure where to start? In this brief guide, we look at the basics of fund investment.
Discover more

Fund prices and performance

Head to our investments centre to discover historic performance data and latest price information for all our unit trust funds.

See fund prices

Investing with Wesleyan

Find out all you need to know about investing with WUTM and Wesleyan, along with the other ways you can invest your money with the Wesleyan Group.

Find out more