• Aegis Financial Consultants Ltd
  • Registered Address:
  • 38 Dimond Street
  • Pembroke Dock
  • PEMBS SA72 6BT
  • Tel: 01437 763000

Investment Trusts

Key Fetures About Our Services.pdf

Key Facts About The Cost Of Our Services.pdf

An investment trust is simply a company that has been set up to invest in shares of other companies. By buying shares in an investment company, the investor is in effect spreading the risk that would normally by associated with a single share investment because the value of the Investment Company's shares are directly related to the spread of investments it is making.

From a tax perspective, investing in investment trusts is treated the same as investing in shares.  

Remember that the value of your investment can go down as well as up and you may not get back the full amount invested.

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