- The size and features of your portfolio will determine which platform works best for you
- Holding investment trusts tends to be cheaper than holding funds
- Do not forget about customer service and shareholder rights
While they have many features in common with open-ended funds, investors will do well not to forget that investment trusts are still companies, and that platforms treat them as such.
Investment trusts are of course a distinct type of company, with the ability to add strength and diversification to a portfolio in difficult times. But in order to make the most of them, and indeed of any type of investment, it is important to make sure that platform costs are not eating up too much of your returns.