What would you like us to do with the funds you've selected
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.
At what age do you expect to be able to retire/were able to retire?
An investment trust can be one of the most efficient ways to invest in the stock market. This guide explains simply what investment trusts are, how they work and what they can be used for.
What is an investment trust?
An investment trust is a type of collective vehicle, investing in a portfolio of shares and securities.
It is a listed company with shares quoted on the London Stock Exchange, which invests in the shares of other companies or in fixed-interest securities, unquoted securities or property. An investment trust has an independent board of directors who are responsible for looking after shareholders' interests.
As a quoted company, the share price of an investment trust is determined by the supply and demand for its shares on the stock market.
An investment trust works by pooling together investors’ money and delegating responsibility to a professional fund manager to invest in the stocks and shares of a wide range of companies, supplemented by other securities. This enables individuals with relatively small amounts of money to gain exposure to a diversified and expertly managed portfolio of investments.
The first Investment Trust, Foreign & Colonial, was launched in London in 1868 to invest in foreign government bonds or fixed interest stocks. Since then investment trusts have been involved in some of the most significant industrial trends and investment opportunities over the last 150 years. As at 30 June 2009, there are over 430 investment trusts with £75 billion under management (Source: Association of Investment Companies).
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