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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 fall as well as rise, 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 an authorised financial adviser.

Investing in investment trusts

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Online dealing

  • Start investing from as little as £50 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 simple fees

  • Pay £10 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 £7,500 invested or if you have a regular savings plan. This is capped at £45 for Investment Trusts, and Investment Trusts held in an Investment Account do not incur a service fee.
View fees & charges

Remember, the value of investments and the income from them can go down as well as up, so you may get back less than you invest.

Why choose Fidelity

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Trusted

With more than 45 years’ experience we’ve already earned the trust of over one million UK investors.

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Easy

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

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Clear

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

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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.
  • You pay stamp duty when buying an investment trust. When buying an investment trust you pay 0.5% in stamp duty. Stamp duty is not charged when you sell.
  • If your SIPP has not yet been moved to our new system* there is a broker trading charge of 0.10% per individual buy and sell. It's important to note that if you switch from one investment trust to another, you will pay the charge twice – once for selling, and again for buying the new one.

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.

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How to invest in investment trusts

Fidelity investment trusts

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

Invest in a Fidelity Investment Trust

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

Remember, the value of investments can go down as well as up so you may get back less than you invest. It’s important to understand that pension transfers are a complex area and may not be suitable for everyone. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the charges, features, and services offered.

*This is applicable where you opened your SIPP before 27 March 2019 and you have not received a letter from us saying that it’s been moved to our new system. Or, if you opened a SIPP after 27 March 2019 and you were over 54 years of age at that time.