Investment Trusts are not trusts in the usual legal definition. They are closed end funds which are traded on the stock exchange. The risk factor is usually higher, because the share price might be lower than the value of all of the assets per share. (This is technically called trading at a discount to Net Asset Value). We will investigate which Investment trusts have been the top performers in the last three and five years and identify if any of them are appropriate for your bespoke financial plan.
Our initial appointment is free of charge – no matter how long it takes. Even if you live in a completely different part of the country, we are pioneering Skype conferencing for IFA meetings. All it will cost is a little bit of your time. Call us now to book an appointment to start the process. It is your first step to a brighter future.
The value of an investment in an Investment Trust is not guaranteed and when you sell you may not get back the full amount invested.