Investor Information
Investing in the Trust
Stocks & Shares ISA - Share Plan
Halifax Share Dealing
| Privacy Policy | Risk Warnings | Awards | News | Contact Us | Home | My Account |
What is an investment trust
| Price Ord 434.60 | NAV 482.36 | Prem/-Disc -9.90 | Dividend Yield 1.38 | Updated 09/03/2010 |
 |
Association of Investment Trust Companies visit web site 
|
 |
|
|
|
|
|
British Empire Securities and General Trust
You don't prosper as long in the world of investments or perform as consistently well as British Empire Trust has without doing something right.
Founded in 1889, the trust's involvement with Asset Value Investors began in 1985 and AVI have helped guide its directors and investors along a path of consistent growth ever since.
The trust's declared policy is to maximise investors' profits by focusing on 'valuation anomalies' among potential stock purchases.
In other words, we look for the 'ugly duckling' investments that other institutional investors overlook or choose to ignore. We then work hard to realise their assets.
This approach - both price-conscious and low risk - has paid off for British Empire's shareholders with an annual average return of *12.9% since 1985.
Investment Trusts.
A solid base for growth.
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?
For the private investor, putting money into an investment trust has several benefits:
- It allows you to 'pool' your money with others', giving you access to stock market returns on a much larger scale than you might be able to achieve on your own
- It spreads your risk; investment trusts own a vast range of shares, so you're not tied to the fortunes of just one or two companies
- You get the benefit of having your investment overseen by professional fund managers with many years' experience
- Most investment trusts have low internal charges, so more of the money your investment earns comes to you
- You can enjoy stock market returns from a relatively small investment... sometimes as little as £50 per month
* Figures at 31 December 2009
