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Investment Trust Information
Investment Trusts are companies that invest in the shares of other companies on behalf of investors. Investor's money is taken and pooled together by a professional fund manager who will then purchase stocks and shares in a wide variety of companies.
There are similarities between Investment Trusts and Unit Trusts, however one important difference is that an Investment Trust Manager is legally allowed to borrow capital to purchase shares. This means that the potential return increases along with potential risk.
| Five Key Benefits of Investment Trusts with Bank of Scotland Share Dealing |
| 1. Professional Fund managers can invest in many more shares than most people could practically invest themselves. |
| 2. Investment trusts are designed as a long term investment. If shareholders sell their shares, the shares will be bought by other investors within the stock exchange. |
| 3. A board of directors form an independent group which monitors the activity of the investment trust. They objectively review the costs and performance of each trust. |
| 4. Any transactions by the Investment Manager within the investment trust are exempt from Capital Gains Tax. However you (the investor) could be liable to pay tax if you make a gain and reached the CGT thresh-hold. |
| 5. Once your Bank of Scotland Share Dealing Account is opened, track the performance of your Investment Trust by using our Research Centre. |
Opening Your Account
Your Bank of Scotland Share Dealing Account can be opened with a £100 initial deposit. This can then be invested into any eligible investment of your choice.
Transfer from your current provider- Find out more about how to transfer from your existing provider to a Bank of Scotland Share Dealing!
Next Steps
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Apply online for an account - it only takes a few minutes |
Call now on 0845 606 1188 (lines are open 8am - 9.15pm Monday to Friday and 9am - 1pm Saturday excluding English Bank Holidays).
Click here to view our Regulatory Information
Halifax Share Dealing Limited trading as the Bank of Scotland Share Dealing Service. Halifax Share Dealing Limited. Registered in England No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
