Best Income Investment Trusts

Compare Best Income Investment Trusts


"If you are seeking income from your investments, an income investment trust may be an option to consider. To help you find the best income investment trust for you, use the tables below to compare the latest income investment offers."


Oliver Roylance-Smith , Head of Investments and Savings   

 

Investing for Fixed Income
ProviderPlan NameCounterpartyISA OptionTermAnnual IncomeMore Info
FTSE 100 Enhanced Income PlanInvestec Bank plcyes5 years

4.35%

fixed income

More Info >
  • 4.35% income pa paid regardless of the performance of the FTSE 100
  • Monthly income
  • Available for ISA, ISA transfer and direct investment 
  • Investment deadline for ISA transfers - 13 October 2017
  • Investment deadline for direct and ISA applications - 3 November 2017
  • Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it's initial level, in which case your initial investment will reduce by 1% for each 1% fall
  • Minimum investment £3,000
  • An arrangement fee applies to this plan
  • Product designed to be held for the full term
Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. There is a risk of losing some or all of your initial investment due to the performance of the underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.

Compare Best Income Investment Trusts

What is an income investment trust?

An investment trust is a collective investment in which all participating investors’ money is used to purchase a stocks and shares portfolio. The broad range of holdings on offer – some investment trusts have over 100 - can help to spread the risk for individual investors, as the failure of any one holding is less likely to damage the overall portfolio.

What is the difference between investment trusts and other collective investments?

Unlike other types of collective investment such as unit trusts, investment trusts are not open-ended. An investment trust is a company that invests in other companies and issues a fixed number of shares. Investment trusts are listed on the London Stock Exchange, so they are owned by their shareholders. If access to your capital at short notice is a key priority, bear in mind that an investment trust is a long term investment.

Choosing the best income investment trusts

An income investment trust can offer the potential for high yields for those who are seeking a regular source of income. With the latest wave of pension reforms in 2015 meaning that purchasing an annuity is no longer a requirement, many investors may likely to be seeking other ways of securing a reliable income from their hard-earned money.

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.