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Richard Berry
- September 25, 2023
We have ranked, compared and reviewed some of the best FCA-regulated investment trust accounts in the UK to help you choose the most appropriate account for your investment objectives. Investment trusts are a fund structured as a company listed on the stock exchange, which you can buy and sell like stocks and shares.
Best Investment Trust Accounts
| Investment Trust Platform | Investment Trusts | Dealing Commission | Fund Account Fee | Our Rating | More Info |
|---|---|---|---|---|---|
 | 300 | £0 | 0.45% – 0/1% | See Offers Capital at Risk |
|
 | 449 | £1.50 | 0.25% – 0.1% | See Offers Capital at Risk |
|
 | 84 | £7.99 | £9.99 a month | See Offers Capital at Risk |
|
 | 279 | £0 | 0.4% – 0.1% | See Offers Capital at Risk |
❓ Methodology: We have chosen what we think are the best investment trust accounts based on:
- over 7,000 votes in our annual awards
- our own experiences testing the investment trust accounts with real money
- an in-depth comparison of the features that make them stand out compared to alternative investment trust accounts.
- interviews with the investment trust accounts CEOs and senior management
You can use our comparison table of what we think are the best accounts for buying and selling investment trust to compare dealing commissions, account fees and if there is any discount for regular investing.
AJ Bell: Best for low-cost investment trust investing
AJ Bell Investment Trust Investing Review
Name: AJ Bell Investment Trust Investing
Description: AJ Bell offer the most investment trusts on their platform of which their investment specialists have analysed the investment trust market, looking at factors including price, performance and size to create a list of 20 investment trusts to get started.
Capital at risk.
Summary
*Investment trust account fees reduce to 0.10% on the value between £250,000 and £500,000. There is no charge above £500,000. Dealing costs are £1.50.
Pros
- 449 investment trusts
- Low account fee of 0.25%*
- Wide range of index funds
Cons
- High initial deposit of £500
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Pricing
(4)
-
Market Access
(4.5)
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Online Platform
(4)
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Customer Service
(4)
-
Research & Analysis
(4)
Overall
4.1Capital at risk
Hargreaves Lansdown: Excellent investment trust research and analysis
Hargreaves Lansdown Investment Trust Investing Review
Name: Hargreaves Lansdown Investment Trust Investing
Description: To help you navigate the investment trust market, Hargreaves Lansdown provides trust research, data and analysis and the research team regularly reviews and provides updates on their clients’ most popular holdings.
Capital at risk.
Summary
*There is no charge for buying and selling investment trusts. Fund accounts are charged at 0.45% for the first £250,000. Then 0.25% up to £1m, 0.1% up to £2m. There is no charge above £2m.
Pros
- 300 investment trusts
- £1 minimum deposit
- Account fees from 0.45%*
Cons
- No cap on fund fees
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Pricing
(3.5)
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Market Access
(4.5)
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Online Platform
(4)
-
Customer Service
(4)
-
Research & Analysis
(4.5)
Overall
4.1Capital at risk
Interactive Investor: Fixed-fee investment trust investing
Interactive Investor Investment Trust Investing Review
Name: Interactive Investor Investment Trust Investing
Description: Interactive Investor won best fund broker in our 2022 awards. Their Super 60 investments, ACE 40 ethical list and Model Portfolios include a range of investment trusts and they publish a regularly updated list of the most popular investment trusts on their platform.
Capital at risk.
Summary
*Investment trust fund dealing commissions are a free trade every month, then charged £7.99 or upgrade to a £19.99 “Super Investor” account 2 free monthly trades and deal for £3.99. Regular investing is free.
Pros
- 84 investment trusts
- Fixed account fee of £9.99*
- £1 minimum deposit
Cons
- Fixed fee structure is not great for buying small amounts of investment trusts
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Pricing
(4.5)
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Market Access
(3.5)
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Online Platform
(4)
-
Customer Service
(4)
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Research & Analysis
(4)
Overall
4Capital at risk
Bestinvest: Investment trust investing advice and guidance
Bestinvest Investment Trust Investing Review
Name: Bestinvest Investment Trust Investing
Description: Bestinvest has combined low-cost online investing and share dealing with personalised expert advice to help clients choose the right investment trusts for their portfolio.
Summary
For investment trust investing Bestinvest’s account fee is 0.4% up to £250k. This reduces to 0.2% after £250k.
Pros
- £1 minimum investment
- Advice from experts on demand
Cons
- Limited market range
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Pricing
(4)
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Market Access
(4)
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Online Platform
(4)
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Customer Service
(4)
-
Research & Analysis
(4)
Overall
4Capital at risk
⚠️ FCA Regulation
All investment trust accounts that operate in the UK must be regulated by the FCA. The FCA is the Financial Conduct Authority and is responsible for ensuring that UK investment trust brokers are properly capitalised, treat customers fairly and have sufficient compliance systems in place. We only feature investment trust platforms that are regulated by the FCA, where your funds are protected by the FSCS.
Richard Berry
This article contains affiliate links which may earn us some form of income if you go on to open an account. However, if you would rather visit the investment trust investment platforms via a non-affiliate link, you can view the product pages directly here: