Investment Trusts

Investment Trusts offer investors a relatively inexpensive way to invest. They are often overshadowed by the more widely known Unit Trusts and OEICs.

Investment Trusts are listed companies that issue shares and are a form of collective investment that can be held within an ISA. They employ a professional fund manager who decides in which companies (usually 50) and countries to invest the pooled funds on behalf of the investors. In this way they have the same advantages of Unit Trusts and OEICs but they are closed-ended, meaning only a limited number of shares are issued.

Unlike Unit Trusts and OEICs, investment trusts can borrow money on behalf of shareholders therefore increasing their risk. The price you pay is based on demand not just the value of the underlying asset, so the value of your Investment Trust shares do not just depend on the value of the shares in the companies it holds, but also on the demand for the Investment Trust itself.

You can expect to pay lower annual fees for this type of investment but if you buy through a stockbroker, expect to pay a dealing cost, stamp duty and a bid/offer spread on the shares.

To find out more about Investment Trusts, or to invest, please call the TQ Invest Team on 0800 294 7221.

ISAS

ISAS

You don’t have to have large amounts of money, or be a financial expert to use your ISA allowance. ISAs are a simple and tax efficient way of saving money. Want to know more? We have all the information you need in our ISAs explained section.

Fund Platforms

Fund Platforms

At TQ Invest you now have the choice of investing through either the Fidelity FundsNetwork or Cofunds platforms, giving you the flexibility of investing in a wide range of funds in a wa y that suits you.

Junior ISAs

Junior ISAs

Junior ISAs are the latest way to save for your child’s future; enabling them to get a head start in life.

Financial Advice

Financial Advice

The TQ Invest service is designed for people who know what type of investment is right for their needs, however we appreciate that some people will want to take the advice of an expert.

Premier Club

At TQ Invest we like to do things a little differently.

That's why we've created a new way for you to enjoy our investment services, called the Premier Club.

Why become a Premier Club member...? FIND OUT MORE

Premier Club

At TQ Invest we like to do things a little differently.

That's why we've created a new way for you to enjoy our investment services, called the Premier Club.

Why become a Premier Club member...? FIND OUT MORE