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

  • Monks Investment Trust PLC

    The objective of Monks is to invest globally to achieve capital growth. This takes priority over income and dividends. Monks seeks to meet its objective by investing principally in a portfolio of global quoted equities.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV441.1
    Fund ManagerSpencer Adair, ...
    NDY (£M)1.03
    Fund SectorGlobal
  • Scottish American Investment Company PLC

    The fund objective is to deliver real dividend growth by increasing capital and growing income.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV235.61
    Fund ManagerDominic Neary
    NDY (£M)4.38
    Fund SectorGlobal Equity Income
  • Scottish Mortgage Investment Trust PLC Ord 5P

    The Trust is an actively managed, low cost investment trust, investing in a high conviction global portfolio of companies with the aim of maximizing its total return over the long term. The managers look for strong businesses with above-average returns and aim to achieve a greater return than the FTSE All-World Index (in sterling terms) over a five year rolling period.

    6 Months

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    Sector

    1 Year

    Fund

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    5 Years

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    NAV243.71
    Fund ManagerJames Anderson, ...
    NDY (£M)1.20
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC1.7726.5233.68-11.47441.10Buy
Scottish American Investment Company PLC3.3225.5841.813.88235.61Buy
Scottish Mortgage Investment Trust PLC Ord 5P8.2487.89126.921.97243.71Buy
3i Group Plc Ord22.16151.92103.1022.95400.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure35.1165.72101.699.81149.90Buy
AXA Property Trust Limited Ord NPV17.2765.3811.22-15.3357.73Buy
Aberdeen Asian Income Ord-21.66-13.9822.75-3.89167.78Buy
Aberdeen Japan Investment Trust PLC25.9364.8895.522.48493.77Buy
Aberdeen Latin American Income Ltd Ord-37.19-39.18-41.17-6.0055.85Buy
Aberdeen Latin American Income Ltd Sub-91.23-95.83-97.60--Buy
Aberdeen Private Equity Ltd GBP4.4339.7843.77-31.64121.42Buy
Aberforth Smaller Companies Trust plc Ord10.12102.46157.69-7.971,284.30Buy
Aberforth Geared Income Trust Plc ZDP 1P4.4320.5635.97--Buy
Aberforth Geared Income Trust Plc Ord 1P24.55134.29178.93-8.08219.48Buy
Aberdeen UK Tracker Trust Plc Ord 10P-8.9521.6638.30-3.40310.57Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord-25.15-7.5841.62-9.78819.69Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p-18.31-1.086.27-11.21172.31Buy
Aberdeen New Thai IT PLC Ord 25p-15.4210.7265.41-15.27422.09Buy
Aberdeen Smaller Companies High Income Ord 50p13.6392.86131.44-14.17251.09Buy
Acencia Debt Strategies Ltd-9.2731.0164.0435.681.15Buy
Acorn Income Ltd Ord16.51113.89249.73-1.24387.32Buy
Acorn Income Ltd ZDP 1P2.8417.87---Buy

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

Wed, 2nd September 2015 - 16:25

A buy-and-hold approach may make sense in stable times. But investors need to respond adroitly as the economic environment changes.

Fri, 28th August 2015 - 12:10

It was a period of two halves, but investors remained active through the volatility. Here we reveal the most-traded trusts during the first half of 2015.

Thu, 27th August 2015 - 16:07

Europe as a region certainly offers plenty of potential for those with longer-term investment horizons, says Moneywise's Rob Griffin.

Baillie Gifford News

Money Observer Rated Funds 2014: Japan's smaller companies steal limelight

Fri, 14th March 2014 - 18:29

The Nikkei 225 is up 32% and the government's reflationary programme should continue to support business growth, especially for export-oriented companies.

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Fri, 31st January 2014 - 11:18

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

Money Observer Six portfolios for growth investors

Mon, 20th January 2014 - 10:56

Andrew Pitts and Helen Pridham introduce Money Observer's reconfigured model portfolios for the growth investor, with up to 40% gains.