What You Invest In

Our 10 Investment Trusts enable our customers to invest in specific regions and globally

Our Investment Trusts provide a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and strategies with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit.

Please see below for an overview of the trusts or click here to visit the individual trusts websites.

Each trust has different risk factors. Please see the Key Information Documents (KIDs) for further details on the risks for each trust. We also offer a range of OEIC funds that could expand your investment choice. Further details on these funds, and how to invest in them, are explained here.

Let's talk about risk

The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances.

Learn more about the trusts and what we invest in

UK & Europe

Both regions have historically paid strong dividends offering the potential for an attractive income relative to other regions.

Globally

With a global portfolio, an investment specialist draws on the best ideas from around the world and selects companies that are best in class globally.

Property

Investing in commercial property offers the potential for growth in the form of capital appreciation and a regular income generated through property rentals.

Past Performance is not indication of future performance

This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.

Confused? Our handy glossary can help explain investing terms.