How to invest with Columbia Threadneedle Savings Plans

The information you need to invest with us is here.​ 

Getting started is easy

3

steps towards your goals

Choose a savings plan

Select the savings plan that's right for you.

Choose your strategy

Choose which of our investment trusts you would like to invest in.

Invest in your future

Decide how much & how often you'd like to invest. Start from £25 per month.

Let's talk about risk

The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances. Each Trust has different risk factors. Please see the Key Information Documents (KIDs) for further details on the risks for each trust.

A cost-effective way to invest

Investing is more important than ever and our range of savings plans and investment trusts are designed to help you reach your savings goals. At Columbia Threadneedle Investments, our aim is to help our clients overcome the challenges they face and deliver the investment outcomes they seek.

This ambition isn’t new. We can trace it through a heritage that spans over 150 years with the launch of the world’s oldest collective investment fund in 1868 – F&C Investment Trust.

There’s an annual charge for the Savings plans:

*Shares account – Gives you access to our investment trusts invest in a range of asset types in the UK and globally. These include equities, bonds, property and private equity. These investment trusts all benefit from the skills and expertise of our team of fund managers.

**Stakeholder account – This only gives you access to the CT FTSE All-Share Tracker Fund. 

Government stamp duty of 0.5% applies on purchases of UK shares. Make sure you read the pre-sales costs disclosure before you invest.

Explore our investment trusts

With all our savings plans, you invest through our diverse range of investment trusts. Our investment trusts provide a range of investment opportunities, including access to equities, bonds, property and private equity.

 

Each trust has different aims and strategies. You can select a trust that aims for capital growth, income or both. Some have a specific regional focus, while others take a global approach.

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Our other investment options

Columbia Threadneedle has a comprehensive range of investment funds catering for a broad range of objectives.

Our fees explained

Annual charge

Our annual product charge is fixed (e.g. ISA or GIA) no matter how much or how many times you top up your investment.

Dealing charges

There are no dealing charges for regular contributions made by Direct Debit or online. For postal instructions there’s a £12 dealing charge per fund selected for ISA, JISA, JIA, GIA, LISA accounts.

Stamp duty

Government stamp duty of 0.5% also applies on purchases of UK shares. This does not apply to CTF Stakeholders.
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Want to know more about Investment Trusts?

If you’d like to find out more about investment trusts, the Association of Investment Companies (AIC) has lots of useful information. Whether you’re new to investing or looking for advice on what to consider when choosing an investment trust, you’ll find it here.

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Manage your investments on
the go

Manage your investments on the go

With our App you can:

– Make changes to your investment choices
– Add cash to invest later, or withdraw cash
– Make lump sum investments

Search 'CT UK' to download the app

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Information in this section of the Website is directed solely at persons who are located in the UK and can be categorised as retail clients. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding further with any investment product referred to on this website. This website is not suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek advice before proceeding further with such product.