F&C Private Investor Plan

Our Private Investor Plan (PIP) is one of the most simple, straightforward and cost-effective ways to harness the performance potential of our investment trusts. It’s also incredibly flexible.

Your Private Investor Plan key benefits

Through our F&C Private Investment Plan you can:

Hold investment trusts designed for capital growth, income, or a combination of both
Invest a lump sum or make regular savings and you can top-up your investments at any time
Choose a combination of trusts to match your investment objectives
Structure your plan to meet specific goals such as paying off your mortgage early
Switch between trusts to take advantage of market movements or changes in personal circumstances
Benefit from our low charges – with a dealing fee of just 0.2%

Your flexible options

Our Private Investor Plan is simple to use. Minimum contributions are low – you can open one with a lump sum of as little as £500 in each trust, or start monthly savings from just £50.

If you need to adjust the plan to suit your requirements, that’s no problem. For example, if your circumstances change, you may want the flexibility to switch from capital growth to income or vice versa.

As our investment trusts provide a choice of geographical locations and objectives, our Personal Investment Plan enables you to build an investment portfolio whatever your personal investment goals or prevailing market conditions.

Find out how to invest in our flexible Private Investor Plan


Private Investor brochure Key features Application form