Investment trusts are a popular way to invest in a diversified portfolio managed by professional fund managers. These publicly listed companies pool investors’ money to buy shares, bonds, or other assets, and provide access to a broad range of investment opportunities. With investment trusts, you can benefit from expert management and potential capital growth.

• Diversified Portfolio: Access a wide range of sectors and asset classes with a single investment.

• Professional Management: Investment trusts are managed by experienced teams focused on long-term growth.

• Liquidity: As publicly listed companies, investment trusts can be bought and sold easily on the stock exchange.

Why Choose Heritage for Your Investments?

At Heritage our team of expert advisers are committed to helping you navigate the world of investments. Whether you’re looking for tax efficiency, international diversification, or expert management, our range of investment solutions can be tailored to meet your individual goals.

• Personalised Investment Strategy: Our experts work with you to design an investment strategy that aligns with your risk profile and financial objectives.

• Expert Advice: Receive ongoing support and guidance to help you make informed investment decisions.

• Access to a Wide Range of Products: Choose from ISAs, onshore and offshore investment bonds, and investment trusts, all designed to suit a variety of needs.

Get Started Today

Investing is one of the most powerful ways to build wealth and secure your financial future. At Heritage we’re here to help you make smart investment decisions that will help you achieve your goals. Contact us today to learn more about our investment products and how we can help you grow your money.