About our unit trusts and ISAs
*A reduction of 2% will be applied to the normal initial charge of 5% by reducing the offer (buying) price of units, therefore, giving you more units for your investment amount than if paying the normal initial charge. This offer does not apply to Corporate Bond Income Trust. †This discount will be applied to applications received by us between 7th July and 8th August 2008 only.
There are many good reasons to consider investing in unit trusts especially through a tax-efficient ISA, and with our 2% discount offer; now is as good a time as any. With our range of unit trusts you can choose funds to suit your attitude to risk.
If you have money to put away for 5 years or more (the medium to long term), you may want to consider investing in stocks and shares which have the potential to produce higher returns for you than bank deposits. You should remember that while your capital is secure in a deposit account the value of stock market-based investments can go down as well as up and you may get back less than you invest.
Unit trusts provide a way of investing in a range of companies (both in the UK and overseas) that are chosen by investment professionals to achieve a variety of goals (for example, to grow the value of your capital or produce a regular income).
Benefits of investing with us
- a history of success – we are one of the UK's leading socially responsible and ethical organisations with a long and successful history of managing our customers' money
- suit your savings preferences - you can invest either lump sums or by a regular savings plan where we debit your bank account each month with an agreed amount
- we keep you up-to-date - you'll receive statements of your investments and detailed reports on each fund you invest in twice a year
- help when you need it about our unit trusts and ISAs. Our UK-based Customer Contact Centre is open from 8am – 8pm Monday to Friday, and 8am to 5pm on Saturday. Call us on on 08457 46 46 46
- No fixed term – unlike term deposits or life policies, there is no fixed period over which you need to hold your investment, but it should be for the medium to long term
- advice for big decisions - a Co-operative Financial Adviser can help you to make the right decisions to suit your particular circumstances and preferences.
