Unit trusts

Grow your money with Wesleyan Unit Trust Managers (WUTM)

Wesleyan Unit Trust Managers (WUTM) offers a trio of products that enable you to invest in fully managed unit trust funds, run by an award-winning team. Whether you’re looking to build your own investment or save for your children’s future, we’ve got a product for you.

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.

Three ways to invest in our unit trust funds…

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 2021/2022 tax year
  • Select from six risk-rated funds, managed by our award-winning team
  • Pay no income tax or capital gains tax on any potential returns

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.

  • Invest outside of the ISA wrapper, with no limits on how much you can save
  • Choose up to six funds to match your attitude to risk and reward
  • Set up auto-ISA subscriptions to maximise your allowance first

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 2021/2022.

  • Save 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

What are unit trusts?

A unit trust is a type of investment fund that pools your money with other investors to buy a wide range of assets. That means you’re investing in a diversified portfolio, and spreading your risk as a result.

The value of the fund is split into units, and that’s what you’re buying with your investment. The value of your units can then go up or down depending on the performance of the assets in the fund - ultimately, you make money by selling your units for more than you originally bought them for.

Why invest with Wesleyan Unit Trust Managers?

Wesleyan Unit Trust Managers offers a range of risk-rated funds to suit all kinds of investor – and gives you the flexibility to switch funds at any time. All our funds are run by our experienced, award-winning Fund Management Team.

As a WUTM customer, you’ll have round-the-clock access to your portfolio through our online portal, and you can get support whenever you need it from our UK-based customer service team.

 

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.

Fund prices and performance

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