Money Wise

COLLECTIVE INVESTMENT FUNDS (aka MUTUAL FUNDS)

Sometimes referred to as ‘pooled’ investments, collective investments include Unit Trusts, Investment Trusts, Open Ended Investment Companies (OEIC’s) and Investment Companies with Variable Capital (ICVC’s).  These allow investors to spread their risk over a wide portfolio of securities which are professionally managed by leading financial institutions.

Wrap demonstration
A “Wrap Account” is an Internet based investment account and financial services product, which enables investors to view all their financial assets in one place and on one platform. Within a wrap-account one’s whole portfolio can be analysed and quantified according to monetary value, tax treatment, product type and asset class - a genuine wealth management facility. With a click of your mouse, you are able to deal online, consolidate all your investments and check your portfolio 24 hours a day from one central source. For a demonstration please click on Wrap demo. The User ID is '10611249' and the password is 'password'. Please note that it a demonstration site only.






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