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A Unit Trust Website

Unit Trusts Guide

Unit trusts | Access | Returns | Investment | Tax | Right for me?

Can I get access to my money?

Yes, you can cash in your unit trust at any time. This could be in full or in part, or as a regular withdrawal to provide you with an income.

If you take out amounts that are more than the accumulated growth of your trust, this will reduce its value.

Some unit trusts may apply a penalty on withdrawal or encashment, but this varies between trusts and fund managers. You should always read the terms of your unit trust carefully and pay close attention to any conditions relating to withdrawal of money.

As with any investment connected to stocks and shares, you should be prepared to invest your capital over a period of at least five years. There is no restriction on how long you can invest beyond this.



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