Our Investment Trust Share Plan is a cost-effective, easy way to invest in the stock market for the long term. You can invest from as little as £30 a month or from £250 upwards for lump sum investments, and can invest in all eight of the investment trusts we manage.
How does the Share Plan work?
When you invest in the Plan, you choose which investment trust or trusts to invest in and how much to invest. There is no upper investment limit in the Plan, and the guide opposite contains the information and application forms you need to invest.
You can now also open and manage your Share Plan online, through our Online Management Service.
Remember, the price of shares may fall as well as rise and you may not get back the amount you invested. Where a trust invests overseas, exchange rates can also affect value and income.
The Plan itself has no initial charge and no annual management charge, but there are charges for withdrawals and transfers. The investment trusts incur costs in managing and administering their portfolios - these costs are paid directly by the trusts from their assets. Other charges including a bid-offer spread apply. Please read the Key Features of the Plan for more details on charges and how they might affect your investment.
