Investment Trusts

Invest in shares, bonds, property and other assets with a trust that alligns itself to your  goal. Income growth, capital growth, dividend growth.

Featured Fund Manager

 

 

Baillie Gifford has been managing investment trusts since 1909. Our success has been built on finding good investment opportunities for clients through extensive independent research. Our fundamental analysis and judgement over the years have helped us to become one of the largest investment trust managers. Find out more about Baillie Gifford.

Baillie Gifford

  • Scottish Mortgage Investment Trust PLC

    Scottish Mortgage is an actively managed, low cost investment trust, investing in a high conviction, global portfolio of companies with the aim of maximising its total return to its shareholders over the long term. The managers aim to achieve a greater return than the FTSE AllWorld Index (in sterling terms) over a five year rolling period.

    6 Months

    Fund

    Sector

    1 Year

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    5 Years

    Fund

    Sector

    NAV343.2
    Fund ManagerJames Anderson, ...
    NDY (£M)0.84
    Fund SectorGlobal
  • Scottish American Investment Company PLC

    The Trust aims to be a core investment for private investors seeking income. Its objective is to grow the dividend at a faster rate than inflation by increasing capital and growing income. The focus of the portfolio is on global equities but investments are also made in bonds, property and other asset types.

    6 Months

    Fund

    Sector

    1 Year

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    5 Years

    Fund

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    NAV325.42
    Fund ManagerToby Ross, ...
    NDY (£M)3.25
    Fund SectorGlobal Equity Income
  • Monks Investment Trust PLC

    The Trust aims for long-term capital growth which takes priority over income. This is pursued through applying a patient approach to investment, principally from a differentiated, actively managed global equity portfolio containing a diversified range of growth stocks.

    6 Months

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    Sector

    1 Year

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    5 Years

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    NAV641.11
    Fund ManagerMalcolm MacColl, ...
    NDY (£M)0.16
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC60.3656.1191.61-3.92641.11Buy
Scottish American Investment Company PLC37.7155.5478.443.48325.42Buy
Scottish Mortgage Investment Trust PLC48.9268.55173.782.80343.20Buy
3i Group Plc Ord78.01100.85344.5528.67558.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure17.1880.90118.8316.96165.70Buy
AXA Property Trust Limited Ord NPV16.9477.4597.15-12.9971.40Buy
Aberdeen Diversified Income and Growth Trust Plc Ord 25p0.29-6.3213.33-8.23123.41Buy
Aberdeen Asian Income Ord48.7025.6641.31--Buy
Aberdeen Japan Investment Trust PLC Ord 10p32.0665.2888.32-9.76617.79Buy
Aberdeen New India Investment Trust PLC Ord 25P42.58106.5372.33-10.26458.01Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p20.037.98111.28-18.81274.04Buy
Aberdeen UK Tracker Trust PLC Ord 10P26.8822.0056.99-5.74367.06Buy
Aberdeen Latin American Income Ltd Ord82.5325.97-5.74--Buy
Aberforth Smaller Companies Trust plc Ord20.809.26115.11-13.201,365.26Buy
Aberforth Geared Income Trust Plc ZDP 1P3.5913.4230.721.62155.97Buy
Aberforth Geared Income Trust Plc Ord 1P34.4843.40188.02-6.76239.96Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P43.1120.3464.40-5.0971.65Buy
Aberdeen Emerging Markets Investment Company Limited Ord 1p NPV47.2033.5217.31-14.79632.27Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p39.4326.4564.11-13.211,152.14Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201920.9019.82---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p54.7239.1439.79-13.66238.59Buy
Aberdeen New Thai Investment Trust PLC Ord 25p34.8651.1983.92-15.65602.22Buy

Disclaimer

Interactive Investor does not endorse any particular product. If you are unsure about whether an investment is suitable for you please seek advice from a financial advisor.

Featured Trust

Scottish Mortgage is a low-cost equity fund which invests on a global basis. Stocks are carefully selected for their strong growth prospects. The Trust aims to outperform world stock market indices over a five year rolling period.

Investment trust analysis

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Baillie Gifford News

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Money Observer Top seven tips for solid growth investing

Fri, 31st January 2014 - 10:18

Experts give their top tips for growth investors looking for opportunities to cash in on a bullish economic outlook in the UK and internationally.