Whether you're looking to invest in a tax-free ISA, save for your child's future, or invest as much as you want in a Unit Trust Investment Account, we have a product for you. Fully managed by an award-winning† Investments Team.
Bear in mind the value of all investments can go down as well as up, and you may get back less than you put in.
Choose how you want to invest in unit trust funds
Unit Trust ISA
- Invest up to £20,000 in the 2024/2025 tax year
- Select from six risk-rated funds, managed by an award-winning team
- Pay no income tax or Capital Gains Tax on any potential returns
Unit Trust Investment Account
- No limits on how much you can invest
- Match your risk appetite with a choice of six funds
- Set up auto-ISA subscriptions to maximise your tax-free allowance first*
Unit Trust Junior ISA
- Invest for your children without affecting your own ISA allowance
- Pay no income tax or Capital Gains Tax on investment returns
- Lock away the investment until your children turn 18
† Investment Team of the Year, Insurance Asset Risk Awards 2023.
* Auto-ISA subscription option is not available online. Please call 0808 258 4480 to find out more.
Want to learn more about investing in unit trusts?
If you are unsure about which of our unit trusts to invest in, you can speak to a Specialist Financial Adviser from Wesleyan Financial Services. They'll be able to explain the details of how each of our unit trust products work and which one best meets your financial goals. Advice charges may apply.
Alternatively, you can download and read our handy guide to unit trusts.
You might be interested in…
Want to know more before investing in unit trusts? Here are some helpful resources:
Investing in funds
Fund prices and performance
Head to our investments centre to discover historic performance data and latest price information for all our unit trust funds.
Investing with Wesleyan
Find out all you need to know about investing with WUTM and Wesleyan, along with the other ways you can invest your money with the Wesleyan Group.