How To Invest

Investments in the Chelverton UK Dividend Trust plc can be made either through a broker or any of the online platforms given below.  The list of platforms will change over time but if in any doubt please contact your Investment Manager. The fund can also be held within an ISA or a self-invested personal pension (SIPP) product.

Seeking Advice

Should you require advice on whether to invest in the fund we recommend that you contact an authorised intermediary who can make recommendations based on your personal circumstances and objectives.  Usually an authorised intermediary will charge a fee for their service and this can be a fixed charge or based on a percentage of your assets.  Chelverton is unable to discuss potential investments with private investors as it does not have the necessary permissions from the Financial Conduct Authority to offer advice to individuals.  

Further Information

To trade in the trust you will need the Ticker code which for the Trust is SDV.

Chelverton UK Dividend Trust plc is an investment company as defined in section 833 of the Companies Act 2006.