Funds

Invest in a range of companies, spread the risk out and leave the day to day management in the hands of a professional

What are Funds?

A Fund is a pool of money from many contributors, investing in a diversified portfolio. If you invest in a Fund, you’ll benefit from a professional Fund Manager who’ll determine the investment process, work towards a specific objective and handle the day-to-day fund management.

By combining everyone’s contributions, the Fund invests in selected asset classes, such as equities, bonds and property. This means you’ll spread the risk out, even if you’re only investing small amounts.

The most common Fund structures you will find are Open Ended Investment Companies (OEICs) and Unit Trusts.

Are Funds right for you?

Right for you if:
You’re 18 or over and a UK resident
You’re comfortable with the value of your investment rising or falling
You would like to have your investments looked after by a professional Fund Manager
Wrong for you if:
You’re uncomfortable with market fluctuations
You think you could get better returns another way
You would like to invest in individual shares

Before you begin

Read our frequently asked questions to fully brief yourself on Funds and how you can invest through Willis Owen.

What investments can you make?

We’ll give you access to hundreds of Funds, from UK investments to Japanese Smaller Company Funds. So whether you’re looking for income or growth, you’ll find it with us.

Take a look through : explore to browse Funds and review performance data, as well as download annual reports, Fund factsheets and Key Investor Information Documents (KIIDs).

Ready to trade?

Simply register or log in to : invest. You'll then need to decide which product such as an ISA or SIPP is best suited to you and then choose your Funds.

Our products

Find your ideal product, choose your Funds, Shares, Investment Trusts or ETFs, understand your investments and own your financial future today.


Related content

: explore

Why not take a look at our Play service which will enable you to have a risk-free try at selecting funds and see how they perform?

Find out about : explore

: play

Test out potential investments without any financial commitment

Find out about : play

Insight

Read our Market Updates for commentary on the performance of the markets

Find out more