A unitised investment solution is a flexible investment structure where client assets are pooled together and professionally managed. This offers diversification, professional management, and transparency, making them an attractive option for both investors and financial professionals.
What is a Unitised Investment Solution?
Key Characteristics of a Unitised Investment Solution
CONTROL
Allows wealth managers to be in control of their proposition and brand
POOLED INVESTMENTS
Client assets are combined, allowing for diversification and access to a wider range of investments.
SIMPLIFICATION
Investors will be able to access the same consistent investment strategy across all platforms and products.
PROFESSIONAL MANAGEMENT
Experienced investment managers oversee the fund, aiming to achieve its stated objectives.
TRANSPARENCY AND REPORTING
Regular reports provide insights into fund performance, holdings, and costs and charges.
BENEFITS FOR INVESTORS
Diversification
Through exposure to various asset classes
PROFESSIONAL EXPERTISE
Benefit from the knowledge and experience of seasoned investment managers
COST-EFFICIENCY
Investors will be able to access the same consistent investment strategy across all platforms and products.
LIQUIDITY
Easily buy or sell units in the fund
