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IMA Fact sheets and Brochures IMA produces a range of literature to help you understand more about saving and investing in unit trusts and OEICs.
IMA's online fact sheets contain links to other IMA web pages and external websites. To access these links, simply click where indicated (e.g. statistics or www.unbiased.co.uk/ima) and you will be taken to the relevant page/site. There are also links to definitions of financial terms. Please note: To the best of our knowledge the information contained in the following fact sheets is correct as at the stated dates. It is important to remember that the economic climate may have changed since these documents were published to the website and current returns may be different from those shown in the charts. This makes saving and investing easier to understand by comparing savings products to package holidays. Approved for issue in the United Kingdom by Standard Life Investments Ltd, authorised and regulated by the Financial Services Authority (FSA). A general guide to help you think about your investment needs and your financial position. It will also help you decide what mix of investment may suit your objectives and explains the benefits of investment funds. To the best of our knowledge and belief the information in this guide is correct as of August 2007. Ethical and Socially Responsible Investment Funds For investors wishing to avoid investing in companies that are not ethical or socially responsible. An explanation of the different types of ethical investment funds available; understanding the issues that funds either seek to avoid or actively choose to invest in; performance of ethical funds; and how to find out more about ethical investing. To the best of our knowledge and belief, the information in this factsheet is accurate as at October 2007. A guide to saving and investing in individual savings accounts (ISAs). Information includes: what an ISA is; how they work; benefits of investing in an ISA and frequently asked questions. To the best of our knowledge and belief, the information in this factsheet is accurate as at 7 April 2008. Completing your tax return. What you need to tell the taxman 2007-2008. An explanation of what you should report to HM Revenue and Customs when you receive income (distributions) from an investment in a unit trust or OEIC. Extracts from the 2007-2008 Tax Return reproduced by the kind permission of HM Revenue and Customs. To the best of our knowledge and belief, the information in this factsheet is accurate as at 7 April 2008. Guide to Investing in a Child Trust Fund Making the most of the CTF through Investment Funds. This explains the different options available and aims to help you understand the risks and rewards of Investment Funds. To the best of our knowledge and belief, the information in this fact sheet is accurate as at May 2008. This fact sheet explains the benefits of investing in a monthly savings plan. To the best of our knowledge and belief the information contained in this fact sheet is correct as at August 2007. |
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