When you don’t want absolute return investment trusts choose just one. We believe the cost of investing should be straightforward.
That’s why we charge a flat fee to invest in funds, unlike some other providers that charge a percentage of your total asset value. We have 20 years’ experience of helping people invest online and are regulated by the Financial Conduct Authority. All customer investments are held electronically. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Past performance is no guarantee of future performance.
Tax treatment depends on your individual circumstances and may be subject to change. If in any doubt, please seek advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority. With the eight-year rally in world stockmarkets starting to stutter, those keen to shelter part of their portfolio should consider the flexible investment trust sector. Whereas trusts in other sectors are expected to keep most of their portfolios in specified categories – such as equities, bonds, property, private equity, infrastructure, renewables, mining, forestry, aircraft leasing, insurance or utilities-flexible investment trusts are free to invest in any of those asset classes and others, mixing, matching and switching between them as their managers see fit. Although most focus on achieving consistently positive returns, rather than outperforming an index, they are an exceptionally mixed bunch, so investors need to choose carefully. Personal Assets has around a third of its funds in cash or gold.