How to Invest

The RCM-managed Investment Trusts are UK based public limited companies traded openly on the stock market. You can purchase shares through a stock broker, many of which offer an online stock broking service, including:

Alliance Trust Savings www.alliancetrust.co.uk
HSBC (InvestDirect) www.hsbc.co.uk
Halifax www.halifax.co.uk/sharedealing

Note: If you click on these website links, you will be entering new websites. We are not responsible for the content and information once you have left the RCM site.

Source: The Association of Investment Companies. These websites are participants of the AIC’s online initiative to increase the awareness of investment companies (as at 31 May 2010). Please note RCM (UK) Ltd does not make recommendations on where to buy investment trusts and is unable to provide financial advice. You are strongly advised that if you are unsure about the most suitable option for your needs that you should contact a financial adviser.

Trust Codes:

Sedol

ISIN

Bloomberg

The Merchants Trust PLC

0580007

GB0005800072

MRCH LN

Brunner Investment Trust PLC

0149000

GB0001490001

BUT LN

British Portfolio Trust plc

3096169

GB0030961691

BPO LN

Charter European Trust plc

3148639

GB0031486391

CPE LN

RCM Technology Trust plc

0339072

GB0003390720

RTT LN

Endowment Policy Trust 2010 plc

0278175

GB0002781754

AZD LN

ISAs and Savings Scheme:

RCM-managed Investment Trusts can be held within an ISA and/or savings scheme. A number of suppliers, including fund supermarkets, offer this facility. Please note: The Allianz Global Investors Investment Trust ISA and Share Plan was closed on 29th February 2008 and transferred to Alliance Trust Savings. Investor enquiries about administration and applications should now be directed to Alliance Trust Savings on 01382 573737 or contact@alliancetrust.co.uk.