Jump to content
House Price Crash Forum
Sign in to follow this  

Investment Trusts Versus Funds?!?

Recommended Posts

Been thinking for a long time about investing in Investment Trusts, or Funds..... Trouble is theres too much choice!! Anyway I keep getting recommendations that Investment Trusts are the way to go however I have the following questions/observations if anyone would like to comment?

1) Investment Trusts were favoured in the past due to their lower fees (circa 0.7% rather than 1.5% in a Fund).... However, has this difference been removed since the RDR in January 2014 (if you go for a "clean" Fund)?

2) For buying an IT you pay the standard share dealing charge (£5 to £15) whereas a Fund is normally free to buy from a Fund Supermarket, so therefore.... If you buy monthly (to get the benefit of pound cost averaging) then you will pay a lot of dealing commission to buy your ITs?

So to me those things seem to level the playing field or maybe even tilt it in favour of Funds??

What do people think?

And then of course comes the question of which ITs or which Funds?!!!! (maybe that's a question for another day!).


Share this post

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this  

  • Recently Browsing   0 members

    No registered users viewing this page.

  • The Prime Minister stated that there were three Brexit options available to the UK:   206 members have voted

    1. 1. Which of the Prime Minister's options would you choose?

      • Leave with the negotiated deal
      • Remain
      • Leave with no deal

    Please sign in or register to vote in this poll. View topic


Important Information

We have placed cookies on your device to help make this website better. You can adjust your cookie settings, otherwise we'll assume you're okay to continue.