Investment Trusts

Investment Trust Hub

Invest in shares, bonds, property and other assets with a trust that aligns itself to your goal. Income growth, capital growth, dividend growth.

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Investment Trust and Funds News updates

55 minutes ago

The three funds I bought last week

Several of his fund choices have already performed well, so the Saltydog analyst is buying more.

by Douglas Chadwick

18 April

How to get your investments into shape ahead of retirement

We examine the various scenarios and possible options for SIPP investors as retirement nears.

by Cherry Reynard

18 April

Neil Woodford's billion-dollar baby turns four

We use Patient Capital's fourth birthday as a chance to share our view on Woodford’s middle child.

by Jemma Jackson

15 April

Riding high with these UK funds

Funds in the UK All Companies sector are on the up, with the Saltydog analyst happy to stay on board.

by Douglas Chadwick

15 April

The UK equity funds with Brexit in mind

As Brexit uncertainty continues, which UK equity funds offer the highest and lowest UK revenues exposure?

by Tom Bailey

12 April

What about Warren Buffett-style trusts?

A letter from a reader raises a question about comparisons with the Sage of Omaha's approach.

by Kyle Caldwell

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What is an investment trust?

Investment trusts are listed companies that invest in the shares of other companies or fixed income securities, unquoted securities or property.

As a listed company its shares are quoted on the London Stock Exchange and the share price is determined by demand and supply.

How are they different to funds?

Investment trusts are closed-ended companies. This means they have a fixed number of shares in issue, unlike Funds that are open-ended investment companies ('OEICs') or Unit Trusts. Investment Trusts are also listed companies and must have an independent board of directors that are obliged to answer to their shareholders.

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A Guide to Investment Trusts

brought to you by the Association of Investment Companies (the AIC)

The AIC was founded in 1932 to represent the interests of the investment trust industry – the oldest form of collective investment. Today, the AIC represents a broad range of investment companies, incorporating investment trusts, VCTs and other closed-end funds.

The value of your investments can fall as well as rise and you may not get back all the money that you invest. Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future.