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.

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    NAV552.83
    Fund ManagerCharles Plowden, ...
    NDY (£M)0.30
    Fund SectorGlobal
  • Scottish Mortgage Investment Trust PLC

    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.

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    NAV306.47
    Fund ManagerJames Anderson, ...
    NDY (£M)0.97
    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.

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    NAV295.25
    Fund ManagerDominic Neary
    NDY (£M)3.55
    Fund SectorGlobal Equity Income
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC29.1237.8858.95-10.12552.83Buy
Scottish American Investment Company PLC32.2636.8672.432.96295.25Buy
Scottish Mortgage Investment Trust PLC27.8077.00156.091.05306.47Buy
3i Group Plc Ord30.2988.43262.4533.91463.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure18.4473.78115.5416.02161.00Buy
AXA Property Trust Limited Ord NPV25.1441.7728.91-15.6166.95Buy
Aberdeen Asian Income Ord33.489.6846.05-5.85209.78Buy
Aberdeen Japan Investment Trust PLC5.0942.6089.56-12.44561.91Buy
Aberdeen Latin American Income Ltd Ord46.84-8.56-11.08-13.5776.36Buy
Aberforth Smaller Companies Trust plc Ord-9.5717.84102.26-15.891,227.00Buy
Aberforth Geared Income Trust Plc ZDP 1P3.4112.8735.77--Buy
Aberforth Geared Income Trust Plc Ord 1P0.2345.99158.98-15.32219.94Buy
Aberdeen Emerging Markets Investment Company Limited Ord NPV30.1413.189.06-17.66576.90Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P19.0214.8248.33-5.0364.89Buy
Aberdeen UK Tracker Trust Plc Ord 10P11.0416.4564.15-7.03342.06Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord38.266.2759.36-12.001,083.30Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201911.089.12---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p26.367.2928.77-14.69213.63Buy
Aberdeen New Thai Investment Trust PLC Ord 25p38.7428.8989.10-16.37558.38Buy
Aberdeen Private Equity Ltd GBP22.3025.3969.35-30.40143.32Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p-2.936.87100.93-21.81253.86Buy
Acencia Debt Strategies Ltd-8.07-0.3215.4319.751.15Buy

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, 25th August 2016 - 15:10

With a record of raising its dividend every year for the last 50, the manager of this popular investment trust speaks tactics to Moneywise's Helen Knapman.

Wed, 17th August 2016 - 17:22

Wary of monetary stimulus failing, the financier cut his trust's equity holdings and bought into gold. Kyle Caldwell explains, and names some top wealth preservation funds.

Mon, 15th August 2016 - 13:25

Recent years have been a horror story for emerging markets, but managers at these three top trusts tell Lindsay Vincent the next chapters will be more exciting.

Baillie Gifford News

Money Observer Model income portfolios hold steady

Tue, 19th January 2016 - 10:50

These six portfolios are custom-built to deliver solid yields to income investors. While one lost out in 2015 due to some unlucky contrarian holdings, they have mostly outperformed.

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.