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Investment trusts

Buying shares in an investment trust makes you a shareholder, giving you a vote on how it is run. Read more here about how you can invest in investment trusts.

Important information - please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.

Investing in investment trusts


Award-winning online dealing

  • Start investing from as little as £25 every month or £1,000 as a lump sum
  • Manage and track your investments easily at any time through your secure online account
  • Get instant access to our investment guidance and expert market insights

Choose from a large selection

  • Explore our full range of investment trusts to search, filter and select your favourites.
  • Diversify your portfolio across key regions, including the UK, Europe, China, Japan and Asia Pacific.
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Clear and straightforward fees

  • Pay £7.50 for buying or selling an investment trust online and £1.50 for buys as part of a regular savings plan and for dividend re-investments. Stamp duty of 0.5% will also apply on every purchase.
  • Our standard service fee of just 0.35% applies when you have over £25,000 invested or if you have a regular savings plan. This is capped at £90 (£7.50 a month) for Investment Trusts, and Investment Trusts held in an Investment Account do not incur a service fee.
View fees & charges More about how investment trusts work

Why choose Fidelity



With more than 50 years' experience we're already trusted by over 1.6 million UK investors.



Start investing in just a few steps, with 24/7 online access from your computer, tablet or phone.



Save more with no initial charges and no additional fees to switch or exit.


Making sense of transaction charges and dealing costs

Because investment trusts are listed on a stock exchange, choosing to invest in one will incur additional charges:

  • Most investment trusts have two share prices. There is the one you buy at (the offer price) and the one you sell at (the bid price). The result is effectively a transaction charge for investing in the fund.
  • When buying an investment trust you pay 0.5% in stamp duty. Stamp duty is not charged when you sell.

Bring your investments together

Having investments spread across multiple companies can be both time-consuming and costly. Bringing them together means less stress and less paperwork.

Our straightforward transfer process makes it easy to bring your investments together - just tell us where they’re currently held and we’ll take care of the rest.

It’s free to transfer and we’ll even cover any exit fees you may incur, up to a total of £500 per person.

Before making your decision, please read our transfer guide: Moving your investments to Fidelity which explains the options available and gives you the important information you need to know.

T&Cs apply

How to invest in investment trusts

Fidelity investment trusts

Capture the opportunities that stock markets can offer with our investment trusts, some of the most compelling investments across Asia, China, Europe, Japan, and the UK.

Find out more about Fidelity Investment Trusts

Choose from a wide range of investment trusts

Explore our full range of investment trusts to search, filter and select your favourites from a broad selection of providers.

Investment Finder
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