What can I invest in?
Within our Plans you have complete control over your investments so you can develop an investment strategy to suit your needs. We have a wide choice of investments allowing you to choose from different asset classes and geographic locations to help you build and maintain a diversified portfolio. You are not restricted to the investments offered by a single provider. Instead you have the freedom to invest in around 3,000 securities or around 1,500 in an ISA. You can also hold cash on deposit until you have decided which investments you would like to make.
You may choose
UK shares including investment trusts, which are listed on the London Stock Exchange – This excludes shares whose primary quotation is not sterling, those that cannot be settled through CREST and, in the case of the ISA, those that are not ISA eligible.
AIM Securities – Not eligible for investment in the ISA
Exchange Traded Funds
UK Listed gilt-edged and fixed interest securities – Not all fixed interest securities are ISA eligible. Only those with at least 5 years to run until maturity may be held in an ISA. Gilts can only be purchased in multiples of £1 nominal value. Gilt strips may not be held within the Plans.
Open ended investment companies (OEICs) and unit trusts – You may invest in a range of funds from selected fund managers. These managers are currently:
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If you wish to purchase from a manager not listed please contact us.
Certain securities may only be purchased through Alliance Trust Savings by individuals who are British citizens, British Dependent Territories citizens and British Overseas citizens by virtue of the British Nationality Act 1981.
Please note you may not directly purchase warrants or derivatives within the Plans.
You can find published lists of securities in various daily newspapers, however if you have any queries about the availability of any investment, or if you require any further information please call us on 08000 326 323 or email contact@alliancetrust.co.uk
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