Investment Trusts
What are investment trusts?
An investment trust is a type of fund set up as a company, so its shares can be bought and sold on the stock exchange. They aim to make money for their shareholders by investing in a portfolio of shares, property or other assets, chosen and run by the investment manager. When you buy a share you are buying a slice of the trust’s underlying portfolio.
You should only invest in investment trusts if you have the time and know-how to select and maintain a diversified portfolio to help reduce risk.
Our website does not give personal advice. Ultimately all investments and the income they produce can fall as well as rise in value so you could get back less than you invest. If you’re unsure where to invest, ask for advice.
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Investment trust research
To help you navigate the investment trust market, our Research team regularly review and provide updates on our clients' most popular holdings. This is not a guide to how you should invest, you will need to make your own investment decisions based on your aims and attitude to risk.
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Data provided by Factset and updated hourly Mon-Fri.
Research updates
Fidelity China Special Situations: August 2022 update
Lead Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, ESG integration, cost and performance of Fidelity China Special Situations PLC.
4 August 2022 6 m read
Tritax – higher rents drive profits up
Half year operating profit rose 5.6% to £88.8m, driven by a 16.1% increase in net rental income that offset a reduction in Development Management Agre...
4 August 2022 5m read
Schroder Asia Pacific Fund: July 2022 update
Lead Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, ESG integration, cost and performance of the Schroder Asia...
2 August 2022 7m read
Real Estate Investment Trusts – an answer to beating inflation?
With inflation soaring, some investors are turning to Real Estate Investment Trusts. We look at what they offer investors and how to value them....
28 July 2022 6m read
Open an account and start dealing
You can trade and hold investment trusts in a choice of HL accounts.
Fund and Share Account
- Free to hold investment trusts
- No investment limits
- Minimum £1 to open
Stocks and Shares ISA
- 0.45% annual charge to hold investment trusts (maximum £45)
- Invest up to £20,000 this tax year
- Minimum £100 to open
You can also deal investment trusts within a SIPP (Self-Invested Personal Pension)