Contact & support

If you're a private investor

If you have a query relating specifically to an investment trust run by abrdn, please email

If you were a shareholder of our investment trusts through the abrdn  Investment Trusts Saving Plans, you should now contact interactive investor with any account queries by calling 0345 646 1366 or click here.

If you're a professional investor

Contact our team to discuss your investment trust requirements.

Ben Heatley
Head of Closed End Fund Sales

Daniel Atkinson-Hope
Investment Trust Sales Director

Paul Finlayson
Investment Trust Sales Associate
+44 7990130451


Press enquiries:

If you're a journalist with a media enquiry regarding our investment trusts, please get in touch by emailing



If you have a complaint about abrdn Investment Trusts, please email

Financial Ombudsman Service
We aim to respond within 5 days of receiving a complaint. If we cannot resolve it to your satisfaction, you can take your complaint to the Financial Ombudsman Service, a national service to sort out financial disputes. You can contact the service at:

Financial Ombudsman Service
Exchange Tower
E14 9SR

UK helpline: 0800 023 4567
If calling from overseas: +44 20 7964 0500
Email: More info

Regulatory Complaints Data

The data below is updated every six months and is extracted from the reportable complaints data that we submit to the Financial Conduct Authority.

Complaints Publication Report

Firm name: abrdn Investments Limited

Group: abrdn plc

Period covered in this report: 1 July 2023 to 31 December 2023

Brands/trading names covered: abrdn Investment Trusts Saving Plan

Product/Service Grouping Investments
Number of complaints opened per 1,000 accounts  0 – The abrdn Investment Trusts Saving Plan closed on 8th December 2023.
Number of complaints opened  742
Number of complaints closed  519
Percentage closed within 3 days  27.94%
Percentage closed after 3 days but with 8 weeks  52.99%
Percentage upheld  33.14%
Main cause of complaints opened  Other General Admin/Customer Service

‘Number of complaints closed’ refers to concerns which have been fully addressed and includes complaints that were either upheld or not upheld by the firm.
‘Percentage upheld’ refers to concerns where we accept that we made a mistake and fixed it to your satisfaction. Please rest assured, even if we do not accept fault we will do everything possible to assist in any way we can.

All about investment trusts

What is an investment trust?

An investment trust is a type of investment fund. It is structured as a public limited company – or PLC. Its shares can be bought and sold on the stock exchange, just like other public limited companies. Investment trusts have been around since the 1860s, making them one of the oldest types of investment fund around.

Investment trusts look to make returns for their shareholders by managing a portfolio of investments. Every investment trust has a formal investment objective which details which markets or sectors they invest in. The objective will also indicate if the trust aims to deliver capital growth, income or a mix of both.

What are the features of investment trusts?

As a public limited company (PLC), investment trusts offer some important features:

Tradable shares – You can invest in an investment trust by buying its shares and becoming a ‘shareholder’. This entitles you to vote on issues affecting the company and to receive any dividend that the company chooses to pay out. The share price of an investment trust can rise and fall – which also offers the potential for your investment to rise or fall in value.

Dividends – Like other PLCs, investment trusts may pay their shareholders an annual ‘dividend’ out of the profits they make from their investments. Dividends are not guaranteed and can rise and fall from year to year. Investment trusts can smooth out their income payments by holding back profits in good years to pay out in poorer years.

Board – Each investment trust has a board of directors and a chair to oversee the operation of the company and that it is managed in the best interests of shareholders. The board has the power to set charges and costs on the trust and appoint (or fire) an asset manager to manage the portfolio.

Discounts & premiums – A trust’s share price is driven by investor demand in the marketplace. So it can be higher (at a premium) or lower (at a discount) than the value of its underlying assets. This is a big difference from other types of funds such as unit trusts and Open Ended Invesment Companies, whose price directly mirrors their underlying portfolio.

Gearing – Investment trusts can borrow money to invest, as well as using their share capital. This can help generate additional returns for investors – but it can also potentially increase losses and make the value of the portfolio more volatile. So it’s important to check the level of gearing is right for you.

AGMs and annual reports – Investment trusts keep their shareholders informed about their performance through half-yearly and annual reports and by holding an annual general meeting (AGM). At the AGM, shareholders can hear from the board and investment manager and vote on issues. They can also propose motions in advance to be voted on.

What are the benefits of investment trusts?

Like other types of investment fund, investment trusts offer important benefits such as:

  • A team of professionals to choose investments on your behalf
  • A ready-made portfolio holding a range of different investments which can help spread risk
  • A clear investment objective – so you can choose which trust is right for you
  • A price that can (usually) be tracked daily so you can follow your performance.

Want to learn more?

If you’d like to know more about investment trusts and how they work, visit the AIC website.*

Learn more about investment trustsOpens in new window

*This is an external site. abrdn is not responsible for its content.

Answers to common questions about investment trusts and investing in them.

What the words mean

Get to know words and terms relating to investment trusts and investing.

Visit the Association of Investment Companies to find definitions of terms used. You can enter the term you want to search for, or click on the letter it begins with or see the most frequently search terms at a glance.

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