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  • How to invest

    Like any other stock exchange-listed public company, shares in the Company can be bought directly through a stockbroker or financial adviser. There are also online brokers that enable investors to trade themselves for a small fee. Investors can buy shares on a regular basis through the various savings schemes providers, who allow investors to buy any Plc or investment company through their platforms. The Company does not recommend any of these organisations in particular and their terms and costs do vary. A list of some of them, that is not comprehensive nor constitutes any form of recommendation, can be found via the Useful Links below:

    Equiniti – Share Dealing Service

    An internet and telephone dealing service is available through the Company’s registrar, Equiniti. This provides a simple way for UK shareholders of Pacific Assets Trust plc to buy or sell the Company’s shares. For full details and terms and conditions simply log onto www.shareview.co.uk/dealing or call 08456 037037 between 8.00am and 4.30pm Monday to Friday. This service is only available to shareholders of Pacific Assets Trust plc who hold shares in their own name, with a UK registered address and who are aged 18 and over.

    Shareview Dealing is provided by Equiniti Financial Services Limited which has issued and approved the preceding paragraph. Equiniti Financial Services Limited, Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA is registered in England and Wales with number 6208699. Equiniti Financial Services Limited is authorised and regulated by the Financial Conduct Authority.

  • Risk warning

    Past performance is no guarantee of future performance.

    The value of your investment and any income from it may go down as well as up and you may not get back the amount invested. This is because the share price is determined by the changing conditions in the relevant stockmarkets in which the Company invests and by the supply and demand for the Company’s shares.

    As the shares in an investment trust are traded on a stockmarket, the share price will fluctuate in accordance with supply and demand and may not reflect the underlying net asset value of the shares; where the share price is less than the underlying value of the assets, the difference is known as the ‘discount’. For these reasons, investors may not get back the original amount invested.

    Although the Company’s financial statements and other data are denominated in sterling, it may invest in stocks and shares that are denominated in currencies other than sterling and to the extent they do so, they may be affected by movements in exchange rates. As a result, the value of your investment may rise or fall with movements in exchange rates.

    Investors should note that tax rates and reliefs may change at any time in the future.

    The value of ISA tax advantages will depend on personal circumstances. The favourable tax treatment of ISAs may not be maintained.