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Sustainable investing
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Model portfolios & DFMs
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Important updates

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Our investment range

No matter which investment model you operate within your business, our vast array of investment options is perfect for your needs. It caters for those who construct bespoke client portfolios, use model portfolios or outsource investment strategy to a Discretionary Fund Manager.

We offer over 5,500 funds, shares, ETFs and Investment Trusts from more than 240 leading providers.

Investment Trusts capture potential stock market opportunities from around the world within a close-ended structure.
 

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Features at a glance

Our range, from providers such as Aberdeen, BlackRock and Fidelity, is available online and can be included within our Pension, ISA and Investment Account.

  • Easy access: buy and trade shares in investment trusts on the stock market
  • Wide range of investments: over 200 options currently available on our platform
  • Close-ended structure: a fixed number of shares in issue
  • Real-time pricing: share prices change in real time (intraday)
  • Gearing: investment trusts have the option to borrow money to make additional investments
  • Up-to-date valuations shown alongside your clients’ other investments.

Corporate actions can be viewed online once you have selected your client.
 

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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.

More on charges

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Client guide

None

While investment trusts are very similar to other fund investments, they have a number of distinct features. This guide explains to your clients how they work in simple terms and details the charges and fees that apply.

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