Stay informed

Regular updates

Once invested, we aim to keep you closely informed. You will receive from us:

Half-yearly account statements

Detailing all shares bought and sold over the past six months and providing a valuation of your holding(s).

Annual report and accounts

Including a fund manager's performance review and outlook, the Chairman's statement and full details of the company's balance sheet, earnings and current holdings.

Interim report

A half-yearly update between the annual report and accounts.

When you buy shares in an investment trust, you become a shareholder and that gives you particular rights - just like any shareholder of a public company.