GO FURTHER WITH A UNIT TRUST.

Investing beyond your ISA limit video script

Reached your ISA limit? You can go further with a unit trust.

• If you've used up your £10,680 ISA allowance for this year, you can go further with our range of unit trusts.

A unit trust: 

• Is a collective investment designed to help spread risk over a range of assets.
• Has the same underlying assets as an ISA and will deliver the same growth, but it doesn’t offer you the same tax benefits.

Please remember that the value of your investment may fall as well as rise and you might not get back your original investment. Unit trusts are medium to long-term investments, ideally of at least five years.

Balance your portfolio and spread risk

Choosing a unit trust is a good way to help reduce risk because you're spreading your investments. You'll be able to invest in one or more of a range of assets such as shares, bonds and commercial property, all helping you to build a balanced portfolio.

As part of our range, we offer index-tracker, income, actively-managed, multi-manager and ethical funds. 

Did you know?

As at 30 June 2011:

• We are responsible for investing £370 billion of assets worldwide on behalf of investors, policyholders and shareholders.
• We are also one of the biggest providers of index-tracking investments in the UK, managing £232 billion.

WE’VE MADE IT EASY

Investing is just a couple of clicks away, so why not keep on going with a unit trust today?

• You can start investing with a minimum lump sum of £500 or from just £50 a month.
• You can also invest up to £50,000 online, today.
• Please remember that each fund within our wide range has different objectives and risks. Before making an investment please carefully read the 'Key Documents' on the right.

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