Fidelity provides a convenient, inexpensive way to invest in its managed investment trusts.
We offer the following investment options:
Fidelity Investment Trusts Share Plan explained
The Fidelity Investment Trusts Share Plan lets you save monthly or invest a lump sum. It is an inexpensive way to buy shares in our managed investment trusts outside of an ISA.
Benefits include:
- no initial charge, although investment trusts have a bid-offer spread - this means the stock market price for buying shares could be a little higher than the selling price
- no stockbroking charges
- no exit charges
- twice-yearly reports detailing the value of your shareholding and a statement of transactions
- you can invest in a single trust, or in any combination of the five in Fidelity's range to suit your needs
The minimum investment per trust is £1,000 as a lump sum or £50 a month. There is no upper limit to how much you can invest through the Share Plan.
You can designate your shares in the name of a child you are investing for, so that your intentions are clear. Please be aware that you may be liable for income or capital gains tax on your returns.
