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What is an Investment Trust?

An investment trust is a public limited company (PLC) traded on the London Stock Exchange, so investors buy and sell from the market. It invests in other companies, seeking to generate profit for its shareholders.

Important information: please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

Essentially, your money is pooled with contributions from many other people, and used to buy a portfolio of investments. Just like other types of investment funds.

But investment trusts are unique - after all, they've been around for over 150 years, that's a lot longer than other investments. Chosen and managed by an expert team, they give you access to a much wider and more diversified portfolio.

Frequently asked questions

What are the key features of investment trusts?
What’s gearing?
What’s net asset value (NAV)?
How are investment trusts priced?
What are premiums and discounts?
What’s the difference between an investment trust and other types of funds?
Is there a risk of volatility?
Are investment trust shares really that difficult to buy or sell?

Invest now

If you are ready to make an investment into our Investment Trusts you have the option to invest through an adviser, third party platform or Fidelity Personal Investing. Simply follow our two-step process to get started.


An independent guide to quoted investment companies

Find out more about quoted investment companies and investment trusts in this independent guide.