Investment Trusts

Information to support you when investing in Investment Trusts

How to invest in investment trusts

Investing in investment trusts can be approached in several ways, depending on your preferences and financial goals. Before making any investment decisions, it's essential to conduct thorough research or consult with a financial adviser to ensure that the chosen investment aligns with your financial goals and risk tolerance. Here are the primary ways:

1. Through a Financial Adviser, Stockbroker, or Bank

These professionals can provide personalised advice and manage your investments for a fee. They can help tailor your investment strategy to align with your financial objectives and risk tolerance. To find a qualified financial adviser in your area, consider visiting unbiased.co.uk.

2. Managing Investments Personally

If you prefer a hands-on approach, you can manage your investments directly through various platforms:

  • Execution-Only Platforms: These platforms allow you to buy and sell investment trusts without receiving advice. They are suitable for investors who have conducted their own research and feel confident making independent investment decisions
  • Individual Savings Accounts (ISAs): Investing in investment trusts through an ISA can offer tax advantages, as returns are typically tax-free. Many providers offer Stocks and Shares ISAs that include a range of investment trusts
  • Self-Invested Personal Pensions (SIPPs): For those looking to invest for retirement, SIPPs provide a tax-efficient way to hold investment trusts within a pension wrapper.

A selection of platforms is detailed here:

This list is not exhaustive.
Source: AIC/the lang cat (last update 28/01/22) www.theaic.co.uk/availability-on-platforms. Information on what you’ll pay to invest on each platform is also available on this site.

Find out more about investment trusts

Investment trusts

For more information on Invesco’s range of managed investment trusts and insights from our fund managers, visit our Investment Trust pages. 

 

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  • Investment risks

    The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

    Important information

    This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. 
    Views and opinions are based on current market conditions and are subject to change.
    If investors are unsure if a product is suitable for them, they should seek advice from a financial adviser.
    For more information on our products, please refer to the relevant Key Information Document (KID), Alternative Investment Fund Managers Directive document (AIFMD), and the latest Annual or Half-Yearly Financial Reports. This information is available using the contact details shown.

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