Fund Basics

A guide to fund investing for beginners... and a reminder of the basics for those more experienced investors who need a re-cap

Emma Wall 10 September, 2015 | 1:57PM Christopher J. Traulsen, CFA

This article is part of Morningstar’s Guide to Your Financial Education, providing our readers with the tools they need to become a successful private investor.

A fund is an investment vehicle that allows a large number of people to pool their money together in order to invest in a range of different securities such as stocks and bonds.

In the UK, when people talk about funds, they are generally referring to open-end funds, which are also called unit trusts or OEICs (Open-Ended Investment Companies).

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
AstraZeneca PLC8,704.00 GBP0.00
BT Group PLC119.10 GBP0.00
GlaxoSmithKline PLC1,661.80 GBP0.00
Invesco High Income UK Acc584.75 GBP0.89

About Author

Emma Wall  is former Senior International Editor for Morningstar

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