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 flexible optionsOur 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 Private Investor 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 |
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The value of shares and the income from them is not guaranteed and can fall as well as rise due to stock market and currency movements. Past performance is not a guide to future performance. When you sell your shares, you might get back less than you originally invested.
The favourable tax treatment given to ISAs might not be maintained, and levels of relief from taxation may change over time. Freedom from tax in an ISA applies directly to you as an investor and the benefit to you depends on your own individual circumstances.