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We can create a custom made solution for you recognizing that all of our clients are unique

Investment Funds

In today’s global marketplace, working out which individual stocks, bonds, properties and other financial assets are the most suitable for your needs is increasingly confusing as well as time consuming. Managed Investment Funds can provide some considerable advantages such as:-

  • Access to markets and asset classes that suit your tolerance to risk and reward.
  • Professional expertise. Buying and selling assets to suit market conditions on your behalf.
  • Diversification. Most Investment funds have a large spread of different holdings.
  • Inexpensive and simple to monitor.

At Unity Financial Partners, we continually research and monitor the market for the very best Managed Investment Funds. We can provide our clients with access to the widest possible selection of high quality funds including:-

  • Cautious, Balanced and Aggressive Funds for each major global economy.
  • A wide range of Residential or Commercial Property based funds.
  • Capital Guaranteed or Guaranteed Return Funds.
  • International Government or Corporate Bond funds.
  • Specialist Investment funds such as Life Settlements or Hedge Funds.
  • Index Tracker and Exchange Traded Funds in every major market.
  • Emerging Economy funds such as China, India, Brazil, The Middle East and Africa.
  • Islamic Shariah Compliant Funds.
  • Commodity funds such as Gold, Natural Resources, Agriculturals, Oil and Gas.

We can help you to create a portfolio of Managed Investment Funds which is consistent with your current circumstances and future needs as well as your tolerance to risk. We only recommend Managed Investment funds from Institutions which meet our very strict requirements for financial strength and investor protection. Familiar names include JP Morgan, HSBC, Fidelity and Invesco Perpetual.

Put us to the test and contact us today

To find out how you and your family could benefit from a Portfolio of Managed Investment Funds designed for your unique needs and ambitions, please contact us today, entirely without obligation.

You may find it helpful to complete our Online Savings and Investment Quote which you can go to by clicking on the link at the bottom of this page. This is designed to give you some quick feedback and an indication of how making a start today can provide you and your family with the prosperity you need and deserve.

Click here to go to our Online Savings and Investment Quote
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Our Unique Charity Referral and Member Credit Reward Program
Unity Financial Partners is committed to helping charities which are working to improve the lives of those in need.

To find out how you can help without any cost or obligation, please click here
Living or moving overseas from the UK with Pension Benefits?
Find out how you may be able to benefit from a QROPS.

1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to     Beneficiaries.

Do you have a UK Endowment Policy?
Did you know that you may be able to release the cash value of your UK endowment policy with up to 35%
more than the surrender value paid by the bank or insurance company who sold you the policy.

Perhaps you need access to cash or would like to look at more suitable investment options.
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