How to Invest
ISA/Share Plan Brochure & Application formRequest ISA/Share Plan Brochure & Application form
Invest Online Share Plan
Risk Warning
The value of investments and the income from them may go down as well as up and investors may get back less than the amount invested. Please refer to the Key Facts documents contained in the ISA/Share Plan Brochure & Application form for general and specific investment risks attaching to the individual trusts.
Find out moreInvestment Trust Share Plan
Everyone has savings goals for the future. Whether you are saving for something in particular or just to ensure that life is comfortable in the future, long-term savings plans can play an important part in realising that objective. An investment trust share plan can give access to the growth potential offered by stocks and shares and a professionally-managed portfolio.
We are one of the largest managers of investment trusts in the UK - and we have extensive resources and expertise to ensure investors receive the highest levels of service.
If tax efficiency isn’t an issue – or if you’ve already invested your ISA allowance – then our Share Plan is the way for you to invest.
The Aberdeen Investment Trusts Share Plan offers:
- minimum monthly investment - £100
- minimum lump sum investment - £250
- no initial charges (Government stamp duty is payable at 0.5% and investors pay the buying price on the stock market)
- no annual plan charge
- £10 exit fee per sale
Our Share Plan is a flexible savings plan which enables you to invest in a wide selection of our trusts. There is something to suit all types of investor – from general trusts to specialist trusts, actively-managed trusts to tracker trusts.
How to Invest
Once you’ve decided how much money you wish to invest either on your own or with your adviser, complete the relevant application form (and Direct Debit form for monthly savings investment) and return them to us by post or you can invest online.