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Please see below an article published by A.J. Bell yesterday (06/05) and details their views on how to gain access to unquoted companies with the potential for significant growth using Investment Trusts:

The above is a really good article and gives you an idea of how you may be able to gain exposure to unquoted companies within certain investment vehicles.

Notes on Investment Trusts:

  • Investment Trusts are higher risk in nature, they have the ability to gear (borrow) to leverage their position, this can be high risk
  • Your capital is at risk and will go down as well up in line with the underlying portfolio holdings
  • Investment Trusts should be held for a minimum period of 5 years or more
  • You can buy Investment Trusts at a premium or discount

It is also important to note that the shares and Investment Trust vehicles mentioned in this article are not recommendations and you seek Independent Financial Advice before investing.

Please continue to check our Blog content for advice and planning issues and the latest investment, markets and economic updates from leading investment houses.

Please keep safe and healthy.

Carl Mitchell – Dip PFS

IFA and Paraplanner