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How to Invest

Below you can find information on how to invest in each particular fund. Aberforth does not offer regular saving schemes, ISAs or any other investment plans for the funds we manage.

Aberforth Smaller Companies Trust plc is an investment trust whose shares are traded on the London Stock Exchange. It was launched, and received its listing, on 10 December 1990 and is the largest trust within the UK Smaller Companies sector.

Aberforth Split Level Income Trust plc was launched, and received its listing on the London Stock Exchange, on 3 July 2017. It is a split capital investment trust with two classes of share - Ordinary Shares and Zero Dividend Preference (ZDP) Shares - both of which are traded on the London Stock Exchange. The Trust has a planned winding up date of 1 July 2024.

Aberforth Geared Value & Income Trust plc is expected to launch on 1 July 2024 following the planned reconstruction and voluntary windup of Aberforth Split Level Income Trust plc. It is expected to be an investment trust with two classes of share - Ordinary Shares and Zero Dividend Preference (ZDP) Shares - both of which will be expected to trade on the London Stock Exchange. The Trust is expected to have a planned winding up date of 30 June 2031.

Aberforth UK Small Companies Fund is an Authorised Unit Trust. The Fund is managed by Aberforth Unit Trust Managers Limited and the Trustee is NatWest Trustee and Depositary Services Limited. The Fund is a limited issue fund in accordance with the regulations governing authorised unit trusts.