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

    NAV237.61
    Fund ManagerDominic Neary
    NDY (£M)4.29
    Fund SectorGlobal Equity Income
  • 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.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV232.18
    Fund ManagerJames Anderson, ...
    NDY (£M)1.26
    Fund SectorGlobal
  • 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

    NAV423.26
    Fund ManagerSpencer Adair, ...
    NDY (£M)1.03
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC-2.7918.3714.57-10.22423.26Buy
Scottish American Investment Company PLC5.2018.3530.174.37237.61Buy
Scottish Mortgage Investment Trust PLC-7.4048.2176.34-0.25232.18Buy
3i Group Plc Ord-7.6479.8462.835.24401.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure29.9776.02108.38-153.80Buy
AXA Property Trust Limited Ord NPV23.3243.396.03-11.4059.82Buy
Aberdeen Asian Income Ord-24.83-28.894.96-10.77160.82Buy
Aberdeen Japan Investment Trust PLC0.4028.7753.43-7.33489.92Buy
Aberdeen Latin American Income Ltd Ord-31.87-53.76-48.36-11.9250.24Buy
Aberforth Smaller Companies Trust plc Ord-1.3445.6472.32-10.841,149.60Buy
Aberforth Geared Income Trust Plc ZDP 1P2.6816.7734.91--Buy
Aberforth Geared Income Trust Plc Ord 1P17.2787.02129.73-5.25196.31Buy
Aberdeen UK Tracker Trust Plc Ord 10P-9.719.6725.14-5.57298.09Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 2019-11.09-12.79---Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord-21.72-22.3529.01-12.21814.47Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p-24.41-23.38-14.84-12.38156.36Buy
Aberdeen New Thai IT PLC Ord 25p-19.54-19.3263.90-14.23438.38Buy
Aberdeen Smaller Companies High Income Ord 50p8.8123.6777.58-14.06229.80Buy
Acencia Debt Strategies Ltd-13.835.9821.0116.481.15Buy
Acorn Income Ltd Ord29.4053.46155.90-3.15375.83Buy
Acorn Income Ltd ZDP 1P1.3513.58---Buy
Adams PLC Ord EUR0.01-31.03387.801,557.34--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

Fri, 5th February 2016 - 17:34

Our 2015 trust portfolio smashed its £10,000 annual income target. We review performance, reveal our switches and explain why new investors need even less to earn £10,000 in 2016.

Thu, 4th February 2016 - 11:54

You've got £200,000, you're ready to invest and don't mind a little adventure - but where should you put that cash? One of our investment experts offers some ideas.

Thu, 4th February 2016 - 10:24

Buys to sells average 2:1 on the Interactive Investor platform, as users saw January's financial troubles as a buying opportunity.

Baillie Gifford News

Money Observer Model income portfolios hold steady

Tue, 19th January 2016 - 09:50

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 - 17:29

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 - 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.