Share Plan
Everyone has savings goals for the future. Whether you are saving for something in particular or just to ensure that life is comfortable in the future, long-term savings plans can play an important part in realising that objective. Investment trusts give access to the growth potential offered by stocks and shares and a professionally-managed portfolio.
We are one of the largest managers of investment trusts in the UK - and we have extensive resources and expertise to ensure investors receive the highest levels of service.
If tax efficiency isn’t an issue – or if you’ve already invested your ISA allowance – then our Share Plan is the way for you to invest.
The Aberdeen Investment Trusts Share Plan offers:
- minimum monthly investment - £100
- minimum lump sum investment - £250
- no initial charges (Government stamp duty is payable at 0.5% and investors pay the buying price on the stock market)
- no annual plan charge
- £10 exit fee per sale
Our Share Plan is a flexible savings plan which enables you to invest in a wide selection of our trusts. There is something to suit all types of investor – from general trusts to specialist trusts, actively-managed trusts to tracker trusts.
Next Steps
Once you’ve decided how much money you wish to invest either on your own or with your adviser, you should follow the simple steps below:
Step 1. Choose the investment companies that meet your objectives in terms of income, capital growth or a combination of the two.
Step 2. Complete the Share Plan application form (and Direct Debit form for monthly savings investment) and return them to us by post or you can invest online.