unit trust sectors

At the beginning of 2008, there was over £3 trillion invested in over 2,000 unit trusts and Oeics, divided into over 30 investment sectors, according to the Investment Management Association.

These 30-odd sectors reflect the type of investment (asset class) the fund is invested in (bonds, cash, equities, property and so on); whether the fund is designed to provide income or growth; and/or the geographical region where the fund invests.

The type of fund you choose should reflect your attitude to risk, time horizon and your financial needs. So before investing directly, or seeking advice from an independent financial adviser, decide what your investment goals are and your time horizon for investment.

For instance, do you want income or growth, a long or short term investment, are you saving for yourself or for someone else, such as a child?  

Above all, can you afford to invest?  It is generally advisable to pay off debt before investing in bonds and shares as the cost of your debt may well exceed the returns on your investment, net of charges.

It is also advisable to spread your risk by investing across a range of different asset classes, fund managers, investment styles and geographical regions, rather than placing all your money in one type of investment.