Standard Life Investments

How to Invest

We want to make it as easy as possible for you to buy shares in the Standard Life Private Equity Trust. The Trust is listed on the London Stock Exchange so, as with any publicly quoted company, you can buy and sell the shares on the stock market. You can do this directly through a platform provider or via a stockbroker, financial adviser or wealth manager.

If you are not sure whether investing in the Trust is suitable for you, we recommend you seek financial advice before taking any decisions. If you would like to find an adviser in your area, please take a look at Remember, that as with buying shares in any company, the value is not guaranteed and can go down as well as up. You may get back less than you invested.

Before deciding to invest you should read the Key Information Document which provides you with key information about the Trust.

The Standard Life Private Equity Trust plc shares can be purchased through a stocks and shares ISA or Junior ISA through Alliance Trust Savings.

The cost, performance and risk calculations included in the Key Information Document (“KID”) follow the methodology prescribed by EU rules;

An investment in the Company may go down as well as up and past performance is not an indicator of future performance. An investment in the Company is suitable only for investors who are capable of evaluating the merits and risks of such an investment and who have sufficient resources to be able to bear any losses which may arise therefrom (which may be equal to the total amount invested);

Investors should be aware that the PRIIPs Regulation requires the AIFM, as PRIIP manufacturer, to prepare a KID in respect of the Company. This KID must be made available by the Investment Manager to retail investors prior to them making any investment decision and will be available on the Company's website. Standard Life (Corporate Funds) Ltd is responsible for the information contained in the KID and investors should note that the procedures for calculating the risks, costs and potential returns are prescribed by EU rules. The figures in the KID may not reflect the expected returns for the Company and anticipated performance returns cannot be guaranteed.

With a stocks and shares ISA, the returns you make will be tax-efficient and you have the following options:

  • Start investing from £50 a month or with a £500 lump sum
  • ISA - invest up to £20,000 in the tax year 2017/18
  • Junior ISA – invest up to £4,128 in the tax year 2017/18

ISA tax rules may change in the future.

Alternatively, there are a number of platform providers (see list below), that offer an execution-only service, which means that no advice is provided.

Standard life Capital