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Investment Trusts

Investment Trusts work similarly to Unit Trusts and OEICs in that they provide a means of pooling your money with other investors. They are however different in that they are publicly listed companies whose shares are traded on the London Stock Exchange and also in that they have a finite window of opportunity in which investors can subscribe rather than being open ended. The prices of shares in Investment Trusts will fluctuate according to investment demand and changes in the value of their underlying assets. They are therefore subject to the same types of risk associated with any product that invests money either directly or indirectly in the stock market but the level of risk depends on the trust’s strategy and the classes of assets held.

The Investment Trust Company may borrow to finance further investment (gearing). The use of gearing is likely to lead to increased volatility in the Net Asset Value (NAV), meaning that a relatively small movement, down or up, in the value of a company’s assets will result in a magnified movement, in the same direction, of that NAV.

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London Stock Exchange

Value Move %
FTSE 100
7389.98 87.24 1.195
FTSE 250
19835.95 146.949 0.746
FTSE 350
4116.05 45.81 1.125
FTSE All Shares
4083.84 44.9 1.112
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31261.9 8.801 0.028
Nasdaq
11354.617 -33.883 -0.298

Currencies

Value Move %
0
1.184 0.002 0.185
GBP/NOK
12.151 -0.022 -0.184
0
12.42 0.003 0.023
GBP/USD
1.255 0.005 0.396

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Sheffield Office

  • I2 Retirement & Financial Planning

    Unit 5, Shepcote Office Village

    Shepcote Lane

    Sheffield

    S9 1TG

  • Phone : 0114 249 3444

  • Email : sheffield@i2ifa.co.uk

Nottingham Office

  • I2 Retirement & Financial Planning

    58 Station Road

    Sandiacre

    Nottingham

    NG10 5AS

  • Phone : 0115 939 2626

  • Email : nottingham@i2ifa.co.uk

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

I2 Retirement & Financial Planning Limited is authorised and regulated by The Financial Conduct Authority. I2 Retirement & Financial Planning Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 457952.

Registered in England under reference 05398309

Registered office address: Unit 5, Shepcote Office Village, Shepcote Lane, Sheffield, S Yorkshire, S9 1TG