Share Plan

Everyone has savings goals for the future. Whether you are saving for something in particular or just to ensure that life is comfortable in the future, long-term savings plans can play an important part in realising that objective. Investment trusts give access to the growth potential offered by stocks and shares and a professionally-managed portfolio.

We are one of the largest managers of investment trusts in the UK - and we have extensive resources and expertise to ensure investors receive the highest levels of service.

• minimum monthly investment - £100
• minimum lump sum investment - £250
• no initial charges (Government stamp duty is payable at 0.5% and investors pay the buying price on the stock market)
• no annual plan charge
• £10 exit fee per sale

Our Share Plan is a flexible savings plan which enables you to invest in a wide selection of our trusts. There is something to suit all types of investor – from general trusts to specialist trusts, actively-managed trusts to tracker trusts.

The flexible structure of our Share Plan means that you can save as and when it suits you.