Virgin Unit Trusts - Used up your ISA allowance? Invest more in a unit trust

Virgin Unit Trusts - Used up your ISA allowance? Invest more in a unit trust

Compare our funds

FTSE Tracker FundClimate Change FundBond and Gilt Fund
Fund in briefPassively managed (tracks the movement of the overall FTSE All-Share Index)

Spreads your investment across every one of the 600+ companies listed on the London Stock Exchange

Actively managed fund

Invests in companies aiming to drive outstanding profit growth who have a lighter than average environmental footprint

Invests in lower risk corporate bonds and government gilts
Aim of the fundMake your money growMake your money growProvide a regular income
Potential risk and returnHigher risk than our Bond and Gilt Fund but potential for higher returns. Lower risk than our Climate Change Fund but without its potential to outperform the UK stockmarketHigher risk than our FTSE and Bond and Gilt funds but with the potential for higher returnsLower risk than our FTSE and Climate Change Funds. But less growth potential than either
How long should I invest for?With stocks and shares funds the value of your money can go up and down. It's recommended you only invest if you can afford to leave the money invested for at least 5 yearsWith stocks and shares funds the value of your money can go up and down. It's recommended you only invest if you can afford to leave the money invested for at least 5 yearsWith a bond and gilt fund the value of your money can go up and down. It's recommended you only invest if you can afford to leave the money invested for at least 5 years
What is the minimum investment?Minimum investment of £1 as either a lump sum or regular amountInitial lump sum minimum of £500 and subsequent sums of at least £100. Or regular monthly savings of £50 or more.Minimum investment of £1 as either a lump sum or regular amount
What is the maximum investment?You can invest up to £1 millionYou can invest up to £1 millionYou can invest up to £1 million
What are the charges? 1% annual management charge1.75% annual management charge

Performance fee if the fund exceeds key benchmarks in investment returns
 1% annual management charge
A good choice if......you are looking for an investment that will track overall stock market growth...you're looking for a fund that aims to outperform the stock market - and are prepared to take a higher risk to aim for that return

...you are looking to reduce the risk of your investment or you want to earn an income from it

 Find out more about our FTSE All-Share Tracker Fund

Apply for our FTSE All-Share Tracker Fund
Find out more about our Climate Change Fund

Apply for our Climate Change Fund
Find out more about our Bond and Guilt Fund

Apply for our Bond and Guilt Fund