Welcome:

How To Invest

Investing in a Henderson Investment Trust is easy with our partner Halifax Share Dealing. Choose which account is right for you, apply and then simply give your trading instructions online or by phone.

Choose from a Self Invested Personal Pension, ISA or standard Share Dealing Account all with access to free market information, news and prices.
Set up a regular monthly investment plan to buy on a given day each month for only £2.00 commission per purchase; or make real-time lump sum investments and pay as little as £11.95 commission online, and from £25 by phone.
You can transfer Henderson Investment Trusts shares you already own into most types of account.
Use the Halifax account to trade and hold other asset classes, bringing all your dealing to one award-winning service.
You will receive copies of the annual and half-year report and accounts of the Henderson Managed Investment Trusts you hold and you are able to attend and vote at general meetings.

Of course investing in all types of shares is risky. You should make sure you are comfortable with these risks and understand that you may not get back all the money you invest.

Share Dealing Account

The Halifax Share Dealing Account is suitable if you want trading flexibility. Not only can you invest in Henderson Managed Investment Trusts, you can also trade in most UK shares, funds, Gilts and bonds.

Five key benefits of the Share Dealing Account...

Trade online or by calling our UK based call centre.
Trade UK shares online from £11.95 commission, or by phone from £25.
No inactivity or management fees on your account.
Trade in sterling on 7 of the world's largest stock exchanges
Control risk and maximise profit with the Advanced Dealing (TradePlan) tool.

Individual Savings Account (ISA)

Gains on shares in ISAs are currently free from Capital Gains Tax (CGT) so if you are likely to make more profit than the current CGT exemption limit, then our ISA maybe for you. Trading on your ISA doesn't need to be included on your tax return, although tax laws may change in the future.

Five key benefits of the Self-Select Stocks & Shares ISA...

Take control of your ISA investments and trade shares online or by phone.
Make real time trades, or set up a regular subscription and investment plan to buy shares each month.
Highly competitive dealing charges from just £2.00 in an investment plan.
Have your dividends automatically reinvested, or paid to you as cash.
A great value annual administration charge of £25 plus VAT.

Self Invested Personal Pension Plan (SIPP)

Investment Trusts and long-term investment have long been synomymous with reitrement planning. The Halifax Share Dealing SIPP gives those comfortable with managing their own pension all the tools they need.

Five key benefits of the Self Invested Personal Pension...

No set up fee.
Reap the current tax benefits - no Captial Gains Tax on pension investments, get tax relief on your contributions at the highest rate you pay and take 25% of your pension fund as a tax-free lump sum from the age of 50 (55 from April 2010). Tax laws may change in the future.
Deal real-tme online for only £11.95, over the telephone from just £25 or set up a regular investment plan online for just £2.00 commission per stockline.
Transfer your protected rights from an S2P (previously known as SERPS), into your Halifax Share Dealing SIPP.
Transfer a personal pension plan, company pension scheme, or even another SIPP into a Halifax Share Dealing SIPP.

Share Dealing Account

Easy, efficient and reliable. Trade online or by phone. Find out more.

Self Select ISA

A flat administration charge with regular investing for just £2.00 commission.

SIPP

Invest for your retirement and have total control of your pension.

Applying online takes minutes, or you can apply by phone on 0845 6090 408

The value of your investments and the income from them can go down as well as up. You may not get back the full amount you have invested.

Issued in the UK by Henderson Global Investors. Henderson Global Investors is the name under which Henderson Global Investors Limited (reg. no. 906355), Henderson Fund Management Limited (reg. no. 2607112), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Investment Management Limited (reg. no. 1795354), Henderson Alternative Investment Advisor Limited (reg. no. 962757), Henderson Equity Partners Limited (reg. no.2606646), (each incorporated and registered in England and Wales with registered office at 201 Bishopsgate, London EC2M 3AE), Gartmore Investment Limited (reg. no. 1508030), Gartmore Fund Managers Limited (reg. no. 1137353), (each incorporated and registered in England and Wales with registered office 201 Bishopsgate, London EC2M 3AE) are authorised and regulated by the Financial Services Authority to provide investment products and services. Telephone calls may be recorded and monitored.