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Investment Trusts

Investment Trusts capture potential stock market opportunities around the world, offering you a diverse range of assets to choose from.

Key features at a glance

  • Easy access: buy and trade shares in investment trusts on the stock market
  • Wide range of investments: offers flexibility and better long-term returns
  • Close-ended structure: buy and sell shares with no impact on the underlying portfolio
  • Gearing: option to borrow money for additional investment opportunities in the market
  • Dividends: consistent payouts provide a smooth income source for shareholders
  • Governance: investments are monitored periodically to protect clients’ interests

Please note that the value of investments and the income from them can go down as well as up so the client may get back less than they invest.

Investing with us

  • Our range from providers such as Aberdeen, BlackRock and Fidelity is available online, and can be used in our Pension, ISA and Investment Account.
  • Get up-to-date valuations alongside your clients’ other investment portfolios.

Clear and simple pricing

  • Low dealing fees and Stamp Duty of 0.5%
  • Ongoing charges apply and vary from trust to trust
  • Performance fees may be applicable

Financial Transaction Tax (FTT) applies to purchases of some European exchange-traded instruments, including some domiciled in Europe and traded on the other exchanges, such as the London Stock Exchange (LSE). It is charged as a percentage of the transaction value and may vary between countries (e.g. Spanish FTT is charged at 0.2%).

Corporate Actions for Investment Trusts can be viewed online once you have selected your client.

Register with us

To access our technical support and investing tools, you need to be registered for our online services.

Find an Investment Trust

Login and use Investment Finder to search for funds and exchange-traded investments for your clients.

Compare investments

Login and use Chart and Compare to quickly and easily compare the performance of any of our funds.