Unit Trusts

A Unit Trust is a portfolio of financial assets that are managed by a professional fund manager. These assets could include stocks, property, and bonds.

Unit Trusts give you the chance to benefit from a stock market investment without being liable for Income or Capital Gains Tax.

Unit Trusts are often used as a core component of a Stocks. They can also have the potential to provide medium to long term capital growth and income.

When used as part of a focused tax-planning strategy, they can give you the flexibility to make the most of your annual Capital Gains Tax allowance.

Key Investor Information Documents

Before you choose to invest in a Unit Trust, it’s important you read our Key Investor Information Documents and Supplementary Information Document.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select which means that the value can go down as well as up. You may get back less than you initially invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on your individual circumstances.

* Trusts are not regulated by the Financial Conduct Authority.