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.

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.

The value of your investments may go down as well as up and you may not get back what you invest.

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Frequently asked questions about investment trusts

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?
What are subscription shares?
Is there a risk of volatility?
Are investment trust shares really that difficult to buy or sell?

Investment Trusts at Fidelity

Find out more about Fidelity’s range of Investment Trusts in the guide below.

 

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An independent guide to quoted investment companies

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

Download the guide
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