Personal Business Home Log in Search Menu Unit trusts Grow your money with Wesleyan Unit Trust Managers (WUTM) Wesleyan Unit Trust Managers (WUTM) offers a trio of products that enable you to invest in fully managed unit trust funds, run by an award-winning team. Whether you’re looking to build your own investment or save for your children’s future, we’ve got a product for you. 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. Three ways to invest in our unit trust funds… Unit Trust ISA A straightforward stocks and shares ISA, the Unit Trust ISA allows you to invest tax-free in a choice of managed funds. Invest up to £20,000 in the 2021/2022 tax year Select from six risk-rated funds, managed by our award-winning team Pay no income tax or capital gains tax on any potential returns Find out more and apply online Unit Trust Investment Account Already used up your ISA allowance or don’t want to move your existing stocks and shares ISA? You can continue to invest through the Unit Trust Investment Account. Invest outside of the ISA wrapper, with no limits on how much you can save Choose up to six funds to match your attitude to risk and reward Set up auto-ISA subscriptions to maximise your allowance first* * Auto-ISA subscription option is not available online. Please call 0330 123 3813 to find out more. Learn more and apply Unit Trust Junior ISA Get your children off to a strong financial start, with tax-free savings of up to £9,000 for tax year 2021/2022. Save 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 Find out more Looking to learn more about investing in unit trusts? Download our handy guide: Guide to investing in unit trusts PDF (436 KB) Already a WUTM customer? If you’re already investing with us, you can log-in to the WUTM Investment Portal to check your portfolio and manage your accounts at any time. Log in to the WUTM portal What are unit trusts? A unit trust is a type of investment fund that pools your money with other investors to buy a wide range of assets. That means you’re investing in a diversified portfolio, and spreading your risk as a result. The value of the fund is split into units, and that’s what you’re buying with your investment. The value of your units can then go up or down depending on the performance of the assets in the fund - ultimately, you make money by selling your units for more than you originally bought them for. Why invest with Wesleyan Unit Trust Managers? Wesleyan Unit Trust Managers offers a range of risk-rated funds to suit all kinds of investor – and gives you the flexibility to switch funds at any time. All our funds are run by our experienced, award-winning Fund Management Team. As a WUTM customer, you’ll have round-the-clock access to your portfolio through our online portal, and you can get support whenever you need it from our UK-based customer service team. You might be interested in… Want to know more before investing in unit trusts? Here are some helpful resources: Investing in funds Considering investing in funds but not sure where to start? In this brief guide, we look at the basics of fund investment. Discover more Fund prices and performance Head to our investments centre to discover historic performance data and latest price information for all our unit trust funds. See fund prices Back to top Products & services Financial advice Savings & investments Pensions & retirement Protection Mortgages Insurance Business For your profession Dentists Doctors Teachers Useful information About us News Insights Students Wesleyan Bank Practice Plan DPAS Medenta Financial advice that's all about you Wesleyan Financial Services Consultants help doctors, dentists and teachers achieve their goals through specialist financial advice. Book an appointment Contact us Careers Sitemap Privacy Legal Security Accessibility Modern Slavery Act Cookies 'WESLEYAN' is a trading name of the Wesleyan Group of companies. Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority. Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd. Read more information about the Wesleyan group of companies. © 2021 Wesleyan Assurance Society. All rights reserved, for UK use only.