Investment trusts
Choose from over 150 investment trusts to
diversify your portfolio.
diversify your portfolio.
When you invest, your capital is at risk.
See our pricing table.
See our pricing table.
What is an investment trust?
An investment trust is an actively managed fund, with a fund manager investing in a portfolio of shares, property or other assets according to the objectives of the fund.
Investment trusts can provide an excellent opportunity for portfolio diversification across geographical areas and market sectors, as well as more niche opportunities like private equity.
Benefits of investment trusts
Consistent income
Many investment trusts pay steady dividends due to their ability to hold back up to 15% of the income generated every year, to help top up income payments in leaner years.
Expert management
Investment trusts are overseen by a board of directors, which ensures that the fund is managed in line with shareholders’ interests.
Diversification
You have access to a wide range of assets with just one investment.
Long term strategy
Over the long term, investment trusts tend to outperform other funds.
Gearing
Investment trusts are allowed to borrow to invest (gearing), which can increase gains.
What to consider when investing in investment trusts
Costs
Investment trusts tend to be more expensive than ETFs, to account for the research and management costs.
Not being in charge
You can potentially lose some of your money if the fund manager doesn’t make the right choices.
Gearing
Gearing can bring a positive outcome; however, it becomes a risk if the borrowed money is not invested wisely.
Data protected
Like all funds, investment trusts can rise and fall in value. However, they can be more volatile than other assets due to supply and demand.
Choose from thousands of investments
Stocks
Invest in thousands of companies listed on the LSE, NYSE, NASDAQ, and across Europe.
Mutual funds
ETFs
Choose from a wide range of exchange-traded funds including index, commodity, and bond ETFs from providers like Vanguard, iShares, Invesco, and more.
REITs
Add residential or commercial real estate assets to your portfolio without the hassle of buying and managing the properties yourself.
Investment trusts
Choose from hundreds of investment trusts across a wide range of sectors, geographical areas, and markets worldwide.
UK Treasury bills
Earn a fixed yield on your cash. Low-risk and backed by the UK government. Rate subject to success in tender.
