HOW TO INVEST IN INVESTMENT TRUSTS

We believe that investing should be simple. Our goal is to help our clients achieve their financial goals - no matter how big or small.

Three Steps to Get Started

Choose your investment trust. What you opt for will depend on your goals, risk profile and preferences.
Buy shares in the investment trust. Simply select a share dealing platform or speak to a stockbroker to get set up. Choose your account type; for example, a Self Invested Personal Pension, an Individual Saving Account or a Junior Individual Saving Account. You can either contribute a single lump sum or set up regular monthly payments.
Stay informed. Our website makes it easy for you to check the dividend yield and share price performance of your selected investment trust. You can also subscribe to receive email updates from our fund managers.

SELECT YOUR SHARE DEALING PLATFORM

Please note, by clicking the logos below, you will be re-directed to the new website.

SIPP	ISA	Junior ISA	Regular monthly investing	Dividend reinvestment	Dealing charges	Custody charge
Y	Y	Y	£1.50	1%, minimum £1.50, maximum £9.95	£4.95 if 10 or more online trades in previous month, otherwise £9.95	0.25% pa (max £3.50/month)
Y	Y	N	£1	1%, minimum £1, maximum £7.50	£6 online; £25 telephone	£4/month or 0.1% whichever is higher (max £125/month)
Y	Y	Y			Online £11.50; telephone 0.75% - 0.15% (see online for more details)	0.35%/pa (min £24, max £240); waived if one or more chargeable trades in any month
Y	Y	N	£2.00	2% (max £2.50)	£12.50 online	£12.50/pa
Y	Y	Y	£1.50	1%, minimum £1, maximum £10 commission charge	Online £11.95 - £5.95 (see online for details); telephone 1% (min £20, max £50)	0.45%/pa (max £45 in ISA, max £200 in SIPP, free in Fund & Share account)
Y	Y	Y	Free	£0.99	One free trade per month; then £7.99	£9.99/mth (£19.99/mth for SIPPs)
Y	Y	N	£1.50	£1.50	Online £5.99 - £10.99 (see online for details); telephone £27.50	£17.49/qtr (online dealing charges offset against custody charge)

Investing in all types of shares is risky. Make sure you are comfortable with these risks and understand that you may not get back all the money you invest.