Retirement Planning Guide |
Planning for retirement can seem like a daunting task but it is important to think about how you are going to support yourself financially in your later years.
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Funds are the most popular collective investment vehicles for UK retail investors. They allow smaller investors to pool their contributions to invest in a range of different assets such as shares and bonds. Funds usually carry the name of the provider, such as Jupiter, and some indication what they invest in e.g. UK equity income or emerging markets.
Funds can be managed in different ways based on their objectives, some of these include:
When investing in funds, you will pay investment charges. These are taken either from the capital or income generated by the fund. They cover things like the services of an expert fund manager, the running of the fund as well as dealing costs and taxes it incurs when buying or selling investments. Investment charges vary depending on the type of fund so it’s important to read the fund's Key Information Document where you will find full details. When investing in funds through the Willis Owen Platform, you will also pay service fees to us which cover the cost of running our platform and administering your account.
Funds are usually priced daily, and any buying or selling is carried out at the next dealing point. Because the price an investor gets is the value of all the underlying investments it is not possible to know the exact price until after you have made a purchase or sale.
Willis Owen Limited is authorised and regulated by the Financial Conduct Authority and is registered in England (No.3283706) at Ground Floor, 507 (Unit 2), Centennial Business Park, Elstree, WD6 3FG. The information and content of this site is intended for UK consumers.
