Keeping You Informed

When you buy shares in an investment trust, you become a shareholder and that gives you particular rights - just like any shareholder of a public company.

As a valued investor, you get access to a wealth of information:

Regular Updates

Once invested, we aim to keep you closely informed. You will receive from us:

Half-yearly account statements - detailing all shares bought and sold over the past six months and providing a valuation of your holding(s).

Annual report and accounts - including a fund manager's performance review and outlook, the Chairman's statement and full details of the company's balance sheet, earnings and current holdings.

Interim report - a half-yearly update between the annual report and accounts.

Account Access

You can get a current valuation, top up existing investments, switch your investment to another trust and update your personal details.

Track your other Investments with Portfolio Tracker

Portfolio Tracker allows you to keep track of your investments, not only those you hold with us, but also any investment company, unit trusts or OEICs you hold with other investment houses; major stocks on the London Stock exchange; and even other items of value that make up your total assets.

Monthly Factsheets

Our monthly factsheets will provide you with performance and holdings information along with commentary from your fund manager.

You can register to receive monthly factsheets