How to invest - Share Plan

Investment Trusts Share Plan

Everyone has savings goals for the future. Whether you are saving for something in particular or just to ensure that life is comfortable in the future, long-term savings plans can play an important part in realising that objective. An Investment Trusts share plan can give access to the growth potential offered by stocks and shares and a professionally-managed portfolio.

We are one of the largest managers of investment companies in the UK - and we have extensive resources and expertise to ensure investors receive the highest levels of service.

If tax efficiency isn’t an issue – or if you’ve already invested your ISA allowance – then our Share Plan is the way for you to invest.

Our Share Plan is a flexible savings plan which enables you to invest into our wide selection of Investment Trusts.

Investors should review the relevant Key Information Document (KID) available in the company literature section prior to making an investment decision.

The abrdn Investment Trusts Share Plan offers:

  • Minimum monthly investment - £100
  • Minimum lump sum investment - £250
  • No initial charges (Government stamp duty is payable at 0.5% and investors pay the buying price on the stock market)
  • No annual plan charge
  • £10 exit fee per sale

Education and resources

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Education and resources

Invest online

You can use our secure online services to invest in an abrdn Investment Trusts ISA or abrdn Investment Trusts Share Plan.

Note to overseas online investors

Please note that only UK residents are able to invest online. Overseas investors are asked to complete the offline application form available for download.

Invest online

Investor helpline

Although we can't offer financial advice, our Investor Helpline is here to answer any questions. If you need personalised guidance, we strongly advise that you speak to a qualified financial adviser.

Due to issues caused by the global situation with COVID-19, we may take longer than usual to answer phone calls. Please bear with us and accept our apologies for any inconvenience. If you have a general query which does not require the use of your personal information, please e-mail us at Alternatively, to message us securely and manage your account online, please click here.

Investor helpline

0808 500 0040

Open Monday to Friday 9am - 5pm
Risk Warning
Risk warning
The value of investments and the income from them can go down as well as up and you may get back less than the amount invested. Please refer to the relevant Key Information Document (KID) prior to making an investment decision. Please be aware of scams that can affect investors.