INVESTMENT
UNIT TRUSTS AND OEICs
The quest for investment vehicles offering growth potential and portfolio diversification is paramount for investors. Among the myriad of options, Unit Trusts and Open-Ended Investment Companies (OEICs) provide investors with the opportunity to optimise investment strategies. At Roxburgh Financial Services UK, we utilise these instruments to craft bespoke investment solutions that align with our client’s unique financial goals.
Unit Trusts and OEICs are collective investment schemes that pool resources from multiple investors to purchase a diversified portfolio of assets. This approach not only spreads risk across various investments but also provides access to a broader array of assets than would be feasible for an individual investor.
Unit Trusts
Unit Trusts operate based on a fixed number of shares, with their value fluctuating in line with the performance of the underlying assets. These are managed by professional fund managers who allocate funds across different investments to meet the trust’s objectives.
OEICs
OEICs share similarities with Unit Trusts but are structured as companies. This setup simplifies the pricing process, with the share price directly reflecting the net asset value of the investment portfolio. Like Unit Trusts, OEICs are managed by professional fund managers and offer a diversified approach to investing.
Transparency, liquidity, and potential for capital growth
Both Unit Trusts and OEICs offer transparency, liquidity, and potential for capital growth, making them attractive options for appropriate individuals aiming to enhance their investment portfolios.
Navigating the investment world can be overwhelming. Roxburgh Financial Services’ team of seasoned independent financial advisers is dedicated to providing bespoke guidance through every step of your investment journey.
Are you ready to start planning a future where your financial goals are envisioned and realised?
The right investment strategy can make all the difference in an ever-changing economic landscape. Let Roxburgh Financial Services be your partner in this journey, guiding you towards a future where your financial goals are envisioned and realised.
Embark on your investment journey—where your financial aspirations meet expert guidance and strategic investment solutions. Together, let’s unlock the potential of Unit Trusts and OEICs to create a robust, diversified portfolio that stands the test of time.