What is an Investment Trust? (2024)

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Investment Trusts Explained

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What is an Investment Trust? (4)

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.

Investment Trusts explained in 90 seconds

What is an Investment Trust? (5) What is an Investment Trust? (6)

What makes investment trusts unique?

What is an Investment Trust? (7) What is an Investment Trust? (8)

Discounts and premiums explained

What is an Investment Trust? (9) What is an Investment Trust? (10)

How to buy and sell

What is an Investment Trust? (11) What is an Investment Trust? (12)

Why do discounts and premiums arise?

What is an Investment Trust? (13) What is an Investment Trust? (14)

Understanding fees and charges

What is an Investment Trust? (15) What is an Investment Trust? (16)

The role of the board

What is an Investment Trust? (17)

Investment Trust Handbook

A must have, clear and comprehensive guide to anyone looking to invest in investment trusts. In this latest edition discover fascinating articles by more than 20 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis to help you make an informed decision on your investments.

Find out more

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.

Discover your investment options

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Investment Trusts at Fidelity

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

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Fidelity Investment Trusts

Fidelity Investment Trusts
  • Fidelity Asian Values PLC
  • Fidelity China Special Situations PLC
  • Fidelity Emerging Markets Limited
  • Fidelity European Trust PLC
  • Fidelity Japan Trust PLC
  • Fidelity Special Values PLC (UK)

Important information

This information must not be reproduced or circulated without prior permission. Fidelity only offers information on products and services and does not provide investment advice based on individual circ*mstances, other than when specifically stipulated by an appropriately authorised firm, in a formal communication with the client. Fidelity International refers to the group of companies which form the global investment management organisation that provides information on products and services in designated jurisdictions outside of North America. This communication is not directed at, and must not be acted upon by persons inside the United States and is otherwise only directed at persons residing in jurisdictions where the relevant funds are authorised for distribution or where no such authorisation is required. Unless otherwise stated all products and services are provided by Fidelity International, and all views expressed are those of Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are registered trademarks of FIL Limited. The Alternative Investment Fund Manager (AIFM) of Fidelity Investment Trusts is FIL Investment Services (UK) Limited. Issued by FIL Investment Services (UK) Limited, authorised and regulated by the Financial Conduct Authority.

© FIL Limited 2024

What is an Investment Trust? (2024)
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