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This website contains information which may or may not be applicableto your own situation and circumstances.

Any information or advice on this site does not constitute a personal recommendation. If you have any doubts as to whether a product or service is suitable for you, please seek independent advice.

UT / OEIC / IT definitions

Definitions of OEIC on the Web:

• An open-ended investment company, with a single price for buying and selling.
  www.arriva.co.uk/arriva/en/investor_relations/shareholder_services/investor_glossary/
• Open ended investment company. Similar to a mutual fund.
  moneyterms.co.uk/guides/ukus/
• A fund structure offering shares in a company, rather than units in a Trust. Investors may realise their investment either by selling their shares back to the company (a share redemption) or by selling them to a third party.
• Like investment trusts, OEICs are based on a company structure. The primary difference is that Oeic pricing is easier to understand as they only ...
  money.guardian.co.uk/glossary/page/0,,1166471,00.html

Definitions of investment trust on the Web:

• An investment trust is a company that is quoted on the stock exchange and exists to invest in the equity of other companies. ...
  www.financial-guide.net/glossary.php
• A company whose sole business consists of buying, selling and holding shares.
  www.foxfmc.com/terminology.htm

Definitions of unit trust on the Web:

• An unincorporated fund whose organizational structure permits the conduit treatment of income realized by the fund.
  globefunddb.theglobeandmail.com/v5/content/glossary/ific.html
• A unit trust is a trust where the beneficiaries (called unit holders) each possess a certain share (called units) and can direct the trustee to pay ...
  www.trustabc.com/terminology/
• A collective investment which invests in a range of assets e.g. equities, fixed interest and cash. Can either be general fund or more specialist investing particular type of asset e.g. property or geographical area e.g. Far East.
  www.investments.co.uk/glossary/investment_glossary_u.html
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