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Investment ISAs /

Investment Trust ISAs

Invest up to £20,000 per individual for 2021/2022

Investment ISAs put your capital at risk & you may get back less than you originally invested.

Selected ISAs

Scottish Mortgage Investment Trust

from Baillie Gifford

Allows ISA Transfers
Regular Savings
  • Fund Choice: Scottish Mortgage Investment Trust is an actively managed by fund manager Baillie Gifford, investing in a high conviction global portfolio of companies with the aim of maximising its total return over the long term. Capital at risk.
  • Invest From: £25 pm

Lindsell Train Investment Trust Plc

from Lindsell Train

Allows ISA Transfers
Regular Savings
  • Fund Choice: This investment trust aims to maximise long-term total returns. Nick Train is a believer in legendary investor Warren Buffett's policy of buying good quality companies and holding onto them for a long time. Holdings include Paypal, Diageo & Nintendo. Capital at risk.
  • Invest From: £25 pm

Technology Trust PLC

from Allianz

Allows ISA Transfers
Regular Savings
  • Fund Choice: Award winning investment trust offers investors access to the fast moving world of technology. The fund invests in stocks worldwide that have the potential to become tomorrow’s Apple or Google. Capital at risk.
  • Invest From: £25 pm

US Growth Trust plc

from Baillie Gifford

Allows ISA Transfers
Regular Savings
  • Fund Choice: This investment trust aims to produce long-term capital growth by investing predominantly in businesses in the USA. Top holdings in the fund include Shopify, Amazon.com, Wayfair & Tesla. Capital at risk.
  • Invest From: £25 pm

Global Smaller Companies PLC

from BMO

Allows ISA Transfers
Regular Savings
  • Fund Choice: One of the largest specialist global smaller companies investment trusts. Invests in smaller companies worldwide with no sector or geographical limits. Capital at risk.
  • Invest From: £25 pm

China Special Situations PLC

from Fidelity

Allows ISA Transfers
Regular Savings
  • Fund Choice: This investment trust seeks to achieve long-term capital growth through investing in companies listed in China and Chinese companies listed elsewhere. The Company may also invest in listed companies with significant interests in China. Capital at risk.
  • Invest From: £25 pm

World Wide Healthcare PLC

from World Wide Healthcare

Allows ISA Transfers
Regular Savings
  • Fund Choice: This investment trust invests in the global healthcare sector and aims to achieve a high level of capital growth. The Trust invests in a diversified portfolio of shares in pharmaceutical & biotech companies & related securities in the healthcare sector. Capital at risk.
  • Invest From: £25 pm

Polar Capital Technology

from Polar Capital

Allows ISA Transfers
Regular Savings
  • Fund Choice: This investment trust provides investors with access to the potential of companies in the global technology sector. The fund Researches and identifies developing technology trends and investing in the companies best placed to exploit them. Capital at risk.
  • Invest From: £25 pm

World Mining Trust PLC

from BlackRock

Allows ISA Transfers
Regular Savings
  • Fund Choice: The investment policy is to provide a diversified investment in mining and metal securities worldwide. Capital at risk.
  • Invest From: £25 pm
Ethical ISAs

Environmental Markets

from Impax

Allows ISA Transfers
Regular Savings
  • Fund Choice: Investment trust that invests predominantly in companies that provide, utilize, implement or advise upon technology-based systems, products or services in environmental markets, particularly those of alternative energy and energy efficiency, water treatment and pollution control, waste technology & resource management. Capital at risk.
  • Invest From: £25 pm

What is an Investment Trust ISA?

An investment trust is a type of fund set up as a company, so its shares can be bought and sold on the stock exchange.

They aim to make money for their shareholders by investing in a portfolio of shares, property or other assets, chosen and run by the investment manager.

When you buy a share you are buying a slice of the trust’s underlying portfolio.

You should only invest in investment trusts if you have the time and know-how to select and maintain a diversified portfolio to help reduce risk.

Why do investment trusts trade at a premium or discount to net asset value?

An investment trust’s share price is determined by supply and demand.

If more people are willing to buy than to sell at the current price, the price should rise.

Similarly if the share price falls then there are more investors selling than buying.

If a trust or the area in which it invests is particularly popular, demand might push the share price to a premium over the Net Asset Value (NAV).

A trust or area that is unloved by the market can trade at a discount to NAV.

Can I invest in an investment trust within an ISA?

Most UK investment trusts can be bought and held within an ISA or SIPP. 

To see if a particular investment trust can be bought or held with an ISA or SIPP please view the investment trust’s factsheet.

How do I invest in an investment trust ISA?

You can invest in investment trusts via a platform provider.

Platforms include:

  • Interactive Investor - The ii platform allows you to access market leading investment trusts.
  • Fidelity - Through the Fidelity platform once you set up an investment account you can invest in a wide range of investment trusts.
  • Hargreaves Lansdown - The HL platform Provide a list of popular investment trusts their clients are buying at any given time.
  • AJ Bell - With the AJ Bell platform you can use their "Select List" of investment trusts.

5 Shares For Your 2021 ISA – Free Guide

Investment inspiration for this year’s ISA allowance.

It’s looking more and more likely we’re past the worst of the pandemic.

For five shares that could be worth a look in this context, download a FREE factsheet to discover Hargreaves Lansdown’s experts’ latest picks.

They include:

  • One of the world’s largest mining companies
  • A social media giant eyeing digital dominance
  • An intriguing ‘boring’ stock

Request Hargreaves Lansdown FREE guide »

Important Risk Information:

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website aims to provide information to help you make your own informed decisions. It does not provide personal advice based on your circumstances. If you are unsure of how suitable an investment is for you, please seek personal advice.

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Latest News

5 Considerations for Your Next Investment ISA

15th March 2021

You've decided to invest your savings into a Stocks and Shares ISA. You'll be using your tax-free ISA allowance for this year before the deadline, while also investing your money for your future. But what do you need to consider before opening an account? We've put together a list of our top five considerations for you to think about before you click "apply". 

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