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Unit Trusts & OEIC’s

These are investments in a fund that is managed by an investment house. These funds will focus on a particular segment of the market and will look to achieve either growth or generate income or both at a defined level of risk. Directly investing in Unit Trusts and OEIC’s can generate a potential Capital gains or income tax liability.

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The value of your investments and any income from them can fall as well as rise and investors may not get back the amounts invested. Past performance is not a guide to future returns. Some products arising from the advice may not be regulated by the Financial Services Authority.