Top 10 Unit Trusts

  Name of Firm Profile Unit Trusts Firm's website
Rathbone Unit Trust Management LimitedProfile
  • Authorised and Regulated by the FSA.
  • A subsidiary of Rathbone Brothers plc which manages over £13 billion of discretionary funds.
  • The company offers seven different types of Unit Trust Funds depending on whether income or capital growth is required.
M&G InvestmentsProfile
  • Authorised and Regulated by the FSA.
  • Launched the first UK Unit Trust back in 1931.
  • The Company offers many services including Unit Trusts, ISAs, OEICs and savings plans.
Capita Financial GroupProfile
  • Authorised and Regulated by the FSA.
  • Established in the late 1960s.
  • Are regarded as one of the leaders of Collective Investment services. The Company provides Unit Trusts, OEICs and Investment Trusts.
Credit SuisseProfile
  • Authorised and Regulated by the FSA.
  • Credit Suisse Group is listed in Zurich and on the NYSE.
  • Services provided by the Asset Management team include Unit Trusts, OIECs, ISAs and Corporate Investment for Charities and Local authorities.
New Star Asset ManagementProfile
  • Authorised and Regulated by the FSA.
  • The Company provides a broad range of investment opportunities including property funds and Unit trusts.
Threadneedle InvestmentsProfile
  • Authorised and Regulated by the FSA.
  • The Company provides a broad range of investment opportunities including property funds and Unit trusts. Authorised and Regulated by the FSA.
  • Founded in 1994.
  • Manages more than £72 billion for clients.
  • Threadneedle is a Global Asset management company that offers a wide range of OEICs and Unit trusts.
Legal & GeneralProfile
  • Authorised and Regulated by the FSA.
  • Listed on the LSE.
  • The company offers services that include pension funds and mortgages as well as providing various Unit trust services.
  • Manages over £211 billion.
Jupiter Investment Management Group LimitedProfile
  • Authorised and Regulated by the FSA.
  • Established in 1985.
  • Jupiter is one of the UK's most successful investment management groups. The company manages funds in excess of £19 billion.
Schroder Investment Management LimitedProfile
  • Authorised and Regulated by the FSA.
  • Listed on the LSE.
  • The Company has over £130 billion under management for clients that include insurance companies, public authorities, charities, pension funds and high net worth individuals.
Virgin MoneyProfile
  • Authorised and Regulated by the FSA.
  • Launched in 1995 the company is now 100% owned by Richard Branson and part of the Virgin fold.
  • The Company offers services including Mortgages, Pension cover, ISAs, Unit Trusts and insurance.

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