For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.

Collectives vs Bonds Calculator

Discover how the returns compare, in general, between onshore bonds, offshore bonds and collective investments such as unit trusts and open-ended investment companies (OEICs).

  • See the results in table or graph format
  • View the tool online and offline
  • Save as a pdf for your reports

Key features of our Collectives vs Bonds calculator

Available online and offline

Add this tool to your favourites and use it even when you’re not online.

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.