Investment Trusts

Invest Your Trust

Investment Trusts are 'pooled' investments that can be invested within an Individual Savings Account (ISA) or as a stand alone investment.

Typically, Investment Trusts (IT's) will be investing in 200 to 300 companies, enabling substantial diversification at extremely low dealing costs, plus, they are professionally managed by a Fund Manager, leaving all the investment decisions to the experts.

The underlying investment is directly in company shares, rather than units of a fund. This is known as a 'closed end investment'.

Due to there being a limited supply of shares at any particular point in time, it also allows the manager greater flexibility and investment options. This is because any investment may be purchased at a discount, and the trust also has the opportunity to gear (borrow) against itself offering potentially greater investment returns. An Investment Trust is generally regarded as a higher risk investment compared to Collective Investments, which would typically invest in a greater number of shares and other types of investments.

To learn more about Investment Trusts in general, please contact us.

THE VALUE OF SOME OF YOUR INVESTMENTS ARE NOT GUARANTEED AND CAN GO UP OR DOWN DEPENDING UPON INVESTMENT PERFORMANCE. YOU COULD GET BACK LESS THAN YOU HAVE PAID IN.

 



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