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 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

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV343.21
    Fund ManagerToby Ross, ...
    NDY (£M)3.04
    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

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV713.3
    Fund ManagerMalcolm MacColl, ...
    NDY (£M)0.00
    Fund SectorGlobal
  • 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

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV406.37
    Fund ManagerJames Anderson, ...
    NDY (£M)0.72
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC64.9489.57133.51-0.95713.30Buy
Scottish American Investment Company PLC35.1259.40109.554.16343.21Buy
Scottish Mortgage Investment Trust PLC63.83109.52242.332.79406.37Buy
3i Group Plc Ord66.94153.69501.0250.41604.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure10.9674.93121.2213.61169.00Buy
AEW UK Long Lease REIT PLC Ord GBP0.01-----Buy
Aberdeen Diversified Income and Growth Trust Plc Ord 25p6.19-0.2434.44-6.06126.14Buy
Aberdeen Asian Income Ord35.3823.9546.12--Buy
Aberdeen Japan Investment Trust PLC Ord 10p26.6762.89108.89-12.34651.36Buy
Aberdeen New India Investment Trust PLC Ord 25P41.8992.43142.89-9.69520.45Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p26.2322.30130.85-21.91299.03Buy
Aberdeen Latin American Income Ltd Ord45.309.649.65--Buy
Aberforth Smaller Companies Trust plc Ord22.5728.77158.35-12.891,462.57Buy
Aberforth Geared Income Trust Plc ZDP 1P2.919.1931.13-0.31159.50Buy
Aberforth Geared Income Trust Plc Ord 1P36.0060.29267.82-3.38251.50Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P25.4012.5661.90-9.1073.02Buy
Aberdeen Emerging Markets Investment Company Limited Ord 1p NPV45.2537.0345.07-14.16676.87Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p36.5024.9662.83-12.171,235.39Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201917.2321.3140.31--Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p47.8039.4066.23-13.82261.09Buy
Aberdeen New Thai Investment Trust PLC Ord 25p43.2444.2684.16-15.99635.61Buy
Aberdeen Private Equity Ltd GBP57.1575.51162.64-10.61148.23Buy

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

Fri, 23rd June 2017 - 15:06

Markets have enjoyed a fine run of form since the Brexit vote so bargains are thin on the ground. But Kyle Caldwell finds three trusts trading on wide discounts.

Wed, 21st June 2017 - 13:26

A new investment trust sector has become more popular with advisers than ever. David Brenchley also reveals how trust sales just made a new record.

Fri, 16th June 2017 - 16:32

Heather Connon names the 10 investment trusts she has lined up to achieve the sustainable annual income she wants from her pension portfolio.

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.