Investment trusts

Discover Investment Trusts

Discover a flexible way to invest in a wide range of assets. Investment trusts (ITs) are managed by experts and can invest across markets, sectors and regions, helping you build a diversified portfolio. Investment values can rise and fall.

Investing offers the potential for better returns than cash savings over the long term (5+years). But there are risks, the value of your investments may go down as well as up, and you may get back less than invested.

What are investment trusts?

Investment trusts (ITs) are companies listed on a stock exchange, like the London Stock Exchange, that invest in a range of assets, such as shares, bonds and property. When you invest, you're buying shares in the investment trust, which are traded on the stock market.

They're managed by professional fund managers who make decisions about what to buy and sell, with the aim of delivering long-term growth or income.

Because investment trusts are "closed-ended", they have a fixed number of shares. This means their share price can trade at a premium or discount to the value of the underlying investments.

Why choose Aviva?

Choose from thousands of UK shares alongside funds, ETFs and more.

Trade investment trusts online whenever it suits you, with flexible order types to help you stay in control.

Hold your investment trusts in an ISA or pension to help make the most of tax benefits, depending on your circumstances.

Trade in real time, with the option to use limit orders to set your price target.

How can I invest in investment trusts with Aviva?

Open an account Step 1 of 4

Choose a Stocks and Shares ISAself-invested pension (SIPP) or Investment Account and get set up in minutes.

Choose an IT Step 2 of 3

Browse and compare different trusts to find ones that match your goals and risk level.

Buy and sell online Step 3 of 4

You can trade on our platform when the market is open, usually 8am until 4:30pm Monday to Friday. Where possible, you'll get a live price for your trade and if you sell, the money will settle in your account after two days.

Investment charges with Aviva

From £4.99 per trade

Buy and sell investment trusts online at a simple, competitive rate.

0.35% annual charge

The Aviva Charge is a straightforward fee based on the value of your investments.

Other charges

Some additional costs may apply, such as foreign exchange charges when investing overseas. See our full charges.

Frequently asked questions

How do investment trusts work?

Investment trusts are companies listed on the stock exchange that invest in portfolio of assets. When you buy shares, you're investing in that portfolio, managed by professionals. Their price can move independently from the underlying assets, depending on supply and demand.

What are the different types of investment trusts?

Investment trusts invest in different areas such as UK or global shares, bonds, property, or specialist sectors. Some focus on income, while others aim for long-term growth.

How much does it cost to buy and sell investment trusts?

 Costs typically include a trading fee (from £4.99 per trade with Aviva), a platform fee (0.35% Aviva charge), and ongoing charges set by the investment trust itself.

Do investment trusts pay dividends?

Many investment trusts pay dividends from the income generated by their investments. Some focus specifically on delivering regular income to investors, while others reinvest profits for growth.

Learn about investing

Build your knowledge with our guides, tools and insights - all designed to help you feel more confident about investing.

Choose an account to start trading

An Aviva Pension (SIPP), ISA or Investment Account can help you invest in a way that suits your goals.

Aviva Pension (SIPP)

With our self-invested personal pension (SIPP) you can save for retirement in a tax-efficient way. With flexible payments that start from £25 a month.

Aviva Stocks & Shares ISA

Invest for your future with tax-free growth and income. Choose from a range of investment options and start from £25 a month or with a lump sum.

Aviva Investment Account

Our investment account is a flexible way to invest for the long term. It’s ideal if you’ve used up your ISA allowance.