Risk Warning
The value of investments and the income from them may go down as well as up and investors may get back less than the amount invested. The tax benefits relating to ISA investments may not be maintained. Please refer to the Key Facts documents contained in the ISA/Share Plan Brochure & Application form for general and specific investment risks attaching to the individual trusts.
Find out moreHow to invest - ISA
ISAs are designed to encourage more of us to save and invest by limiting the amount of tax that can be taken off 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 - £1000
- Low annual charge of £24 (plus VAT) per annum, regardless of how many Aberdeen Investment Trust ISAs you hold
- £15 exit fee per sale
How to Invest
Once you’ve decided how much money you wish to invest either on your own or with your adviser, 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.