Edinburgh Partners Investment Trust ISA

Compare the Edinburgh Partners Investment Trust ISA with the UK's best savings, including savings details, application criteria, introductory rates, rates, managing account and fees & charges.savings banking banking
Edinburgh PartnersCompareCompare Edinburgh Partners Investment Trust ISA details directly with other savings or compare savings using our savings comparison tables.
Company:Edinburgh Partners
Edinburgh Partners
Product:Investment Trust ISA
 
Apply via this site:Not available
Savings Details 
Account Type:Investment ISA
Application Criteria 
Minimum Investment:£0
Min Monthly Premium £:The minimum monthly investment is £150.
Min Single Premium £:The minimum investment is £1,000.
Open to UK Residents:This product is available to UK residents.
Managing Account 
Number of Funds:The following Investment Trusts are available for investment:

EP Global Opportunities Trust plc
Anglo & Overseas Plc
Shares:Shares are not available within this product.
Investment Trusts:Investment Trusts are available within this product.
Unit Trusts/OEICS:Unit Trusts/OEICs are not available within this product.
Offshore Funds:Offshore Funds are not available within this product.
Fees & Charges 
Exit Charge:There are no exit charges.
ISA Annual Fee %:There is an annual charge of £30 (plus VAT).
ISA Initial Charge %:There is an initial charge of £30 (plus VAT).
Transaction Charge %:
There is no purchase charge except for 0.5% stamp duty.

The sale charges are as follows:
Through Halifax online system the charge is £11.95 or £5 for sales of less than £250.

For sale instructions by post or telephone:-
Value of shares sold Charges
Up to £2,500  £15
£2,500 to £5,000 £30
£5,000 to £10,000 £40
£10,000 to £60,000 £60
Over £60,000  0.1% of sale value
Transfer In Fee £:There is no additional charge for transfers into the ISA.
Transfer Out Fee £:There is a transfer out charge of £30 (plus VAT).
Compare 
Products:www.edinburghpartners.com Savings
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