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

    This trust aims for long-term capital growth, principally from an internationally diversified equity portfolio. It is prepared to move freely between markets and adjust investment style as opportunities arise, but capital growth takes priority over income.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV504.35
    Fund ManagerSpencer Adair, ...
    NDY (£M)0.88
    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

    NAV269.82
    Fund ManagerDominic Neary
    NDY (£M)4.12
    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

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV274.69
    Fund ManagerJames Anderson, ...
    NDY (£M)1.05
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC20.0841.0148.29-12.44504.35Buy
Scottish American Investment Company PLC7.3028.0452.16-4.57269.82Buy
Scottish Mortgage Investment Trust PLC Ord 5P38.54111.42143.512.59274.69Buy
3i Group Plc Ord39.10212.54118.6836.40375.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure24.9145.1281.1117.02136.30Buy
AXA Property Trust Limited Ord NPV14.8031.060.26-23.0856.55Buy
Aberdeen Asian Income Ord7.0321.1460.71-4.04215.72Buy
Aberdeen Japan Investment Trust PLC63.5873.0397.88-8.26568.99Buy
Aberdeen Latin American Income Ltd Ord-12.42-26.10--9.6672.78Buy
Aberdeen Latin American Income Ltd Sub-89.47-95.92---Buy
Aberdeen Private Equity Ltd GBP12.4767.9667.96-24.03115.83Buy
Aberforth Smaller Companies Trust plc Ord-4.0190.79117.44-13.861,245.70Buy
Aberforth Geared Income Trust Plc ZDP 1P4.5121.35---Buy
Aberforth Geared Income Trust Plc Ord 1P7.20111.16--17.17214.89Buy
Aberdeen UK Tracker Trust Plc Ord 10P8.2142.8253.11-6.18350.67Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord5.6326.31118.93-11.731,017.90Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p17.2131.4845.91-10.18224.33Buy
Aberdeen New Thai IT PLC Ord 25p27.6258.18175.75-15.94567.73Buy
Aberdeen Smaller Companies High Income Ord 50p-6.1384.82131.17-19.06249.58Buy
Acencia Debt Strategies Ltd12.7752.1561.63-1.11113.76Buy
Acorn Income Ltd Ord-7.88103.75244.21-6.84359.07Buy
Adams PLC Ord EUR0.0138.10388.643,564.79--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

Thu, 23rd April 2015 - 10:42

Is there ever a good time to catch a falling star manager and, if you are already invested with one, you should stay the course or jump ship.

Wed, 22nd April 2015 - 15:32

The fruits of a period of intense innovation are beginning to be enjoyed by life science firms, and the funds investing in them.

Tue, 21st April 2015 - 11:50

After the largest-ever UK investment company launch, Neil Woodford's oversubscribed trust has begun trading at an instant share price premium.

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.

Money Observer Top seven tips for solid growth investing

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.