Investment Trusts
Aberforth currently manages, or previously managed, the investment trusts listed below. Details of each Trust are set out in their own sections of this website which are accessed using the links below or on the left.
Aberforth Smaller Companies Trust
Launched in December 1990, this is the largest trust within its sub-sector of UK Smaller Companies investment trusts.
Aberforth Split Level Income Trust
Launched on 3 July 2017, this Trust served as the rollover option for investors in Aberforth Geared Income Trust. It has a split capital structure consisting of two classes of share - Ordinary Shares and Zero Dividend Preference Shares.
Aberforth Geared Income Trust (in liquidation)
Launched in April 2010, this Trust had a split capital structure consisting of two classes of share - Ordinary Shares and Zero Dividend Preference Shares.
In line with the proposals for a planned winding up, a special resolution was passed on 30 June 2017 to commence the liquidation of the Trust. Further information relating to the Trust is available from our Literature Library.
Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. Capital may be at risk as the value of investments can go down as well as up and is not guaranteed; therefore investors may not get back the amount originally invested.
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