How to Invest – ISA

Aberdeen’s Investment Trusts ISA allows you to select one or more of our thirteen investment trusts in which to invest. These focus on five areas of expertise to allow you to invest in some of the most dynamic markets around the World.

We personally interview the management of companies in which we invest. In fact, last year we interviewed over 3,000 companies before investing. Our process of rigorous assessment means that as an investor, you can benefit from our knowledge. So go on, bring our world of insight into your investment trust ISA.

ISAs are designed to encourage more of us to save and invest by limiting the amount of tax that can be deducted from our investment. We are pleased to be able to offer an ISA so you can keep more of your investment returns – rather than seeing them being taken in tax.

You can choose to invest your Stocks and Shares ISA allowance of £10,200 a year in our Investment Trust ISA. Invest monthly from only £100 or invest a lump sum from £1,000.

The Aberdeen Investment Trusts ISA offers:

• minimum monthly investment - £100
• minimum lump sum investment - £1,000
• low annual charge of £24 (plus VAT) per annum, regardless of how many Aberdeen Investment Trust ISAs you hold.
• £15 exit fee per sale

Next Steps

Once you’ve decided how much money you wish to invest either on your own or with your adviser, you should follow the simple steps below:

Step 1. Choose the investment companies which meet your objectives in terms of income, capital growth or a combination of the two.

Step 2. Complete the relevant application form (and Direct Debit form for monthly savings investment) and return them to us by post or you can invest online.