- Total assets £730 million*
- Launch date 1 July 1889
- Average Annual Return 11.6%**
- Annual charge 0.90%***
** Source: Morningstar, performance period 30 June 1985 to 31 August 2015, TR net of fees, GBP
*** As at 30 September 2014, includes: management fee 0.70%, marketing and administration costs
Asset Value Investors’ Stocks & Shares ISAs and Share Plans are two ways of enjoying stock market returns through an investment trust. They’re also, in the case of a Stocks & Shares ISA, a tax efficient way of investing.
The Asset Value Investors Stock & Shares Individual Savings Account (ISA) allows you to invest up to £15,240 each tax year.Find out more and apply
The AVI Share Plan is a savings plan which aims to provide a simple way for private investors to purchase shares in the British Empire Securities and General Trust.Find out more and apply
British Empire Securities and General Trust p.l.c. (British Empire) is a closed-end investment trust with shares listed on the London Stock Exchange and part of the FTSE 250 index. The investment objective is to achieve capital growth through a focused portfolio of investments, particularly in companies whose share prices stand at a discount to estimated underlying net asset value.
British Empire is managed by Asset Value Investors Limited (AVI). Working closely with British Empire Securities and General Trust, AVI specialise in seeking positive results from opportunities that others fail to spot.OUR HISTORY
An investment trust is simply a public limited company that issues shares in exchange for cash from investors. These cash funds are then pooled and reinvested in assets such as other stock market shares, bonds or property.
It’s the role of asset management companies such as AVI to plan and oversee investments on behalf of investment trusts and to ensure they deliver as profitable a return as possible for trust shareholders.What's The Advantage Of Investment Trusts?