Your Basket
Your Basket
There are no funds in your basket. To add funds to your basket use the Green Plus Icon wherever you see it next to a fund.
Fund name
Aberdeen American Growth  
Fidelity American  
Schroder UK Mid 250  
M&G Recovery  
Jupiter Merlin UK Growth  
Close Basket Open basket




It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table

Do you think the FTSE 100 will hit a record high this year?



You are here: Split Capital Investment Trust Guide

Split Capital Investment Trust Guide



Split Capital Investment Trusts
A Split Capital Trust, like any conventional Investment Trust, can be described as a closed ended collective investment fund. Basically, investors' money is pooled together from the sale of a fixed number of shares a trust issues when it launches. The money is then used to buy stocks and shares in other companies to create an underlying portfolio of assets. The shares of a trust are traded on the Stock Exchange, meaning that supply and demand determines price and not the value of the underlying assets, although one influences the other.

In most cases, a traditional Investment Trust has an unlimited life and issues one type of share known as an ordinary share. This is where the similarity ends as a Split Capital Trust has a much more complicated structure. Splits can issue more than one class of share, giving the investor the choice of higher than usual income or higher than usual capital growth within the same trust. Most Splits have a limited life; the wind-up date of the trust is set at launch. The life of a Split Capital Trust is usually between five and ten years, ideal for those who already have a set investment period in mind.
Next Section »

Back to top of pagetop

  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited . All Rights Reserved.
  • Please read our Terms of Use / Disclaimer
    and Privacy and Cookie Policy.
  • Data supplied in conjunction with Thomson Financial Limited,
    London Stock Exchange Plc,