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

    NAV319.81
    Fund ManagerToby Ross, ...
    NDY (£M)3.29
    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

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    5 Years

    Fund

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    NAV630.23
    Fund ManagerMalcolm MacColl, ...
    NDY (£M)0.17
    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

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    5 Years

    Fund

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    NAV335.93
    Fund ManagerJames Anderson, ...
    NDY (£M)0.86
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC55.4757.38100.90-3.37630.23Buy
Scottish American Investment Company PLC41.8346.1386.882.37319.81Buy
Scottish Mortgage Investment Trust PLC41.3063.48196.672.52335.93Buy
3i Group Plc Ord74.19105.90398.7031.22551.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure14.9275.12117.5713.64165.70Buy
AXA Property Trust Limited Ord NPV17.2677.0988.72-13.1771.40Buy
Aberdeen Asian Income Ord53.9325.9047.71--Buy
Aberdeen Japan Investment Trust PLC Ord 10p28.0056.91106.79-9.57616.48Buy
Aberdeen New India Investment Trust PLC Ord 25P27.3580.5885.09-11.56429.81Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p1.84-0.98129.91-23.98269.00Buy
Aberdeen UK Tracker Trust PLC Ord 10P25.0320.0663.80-6.97366.02Buy
Aberdeen Latin American Income Ltd Ord72.929.82-5.06--Buy
Aberforth Smaller Companies Trust plc Ord4.135.50139.81-16.181,331.35Buy
Aberforth Geared Income Trust Plc ZDP 1P2.3514.7535.481.61155.00Buy
Aberforth Geared Income Trust Plc Ord 1P13.7531.29222.49-10.82230.43Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P35.1318.1668.35-6.8369.63Buy
Aberdeen Emerging Markets Investment Company Limited Ord 1p NPV42.5529.1827.94-13.60617.51Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p39.1525.5274.31-13.541,138.45Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201917.7220.54---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p48.5729.1647.27-12.53228.66Buy
Aberdeen New Thai Investment Trust PLC Ord 25p48.0653.81106.36-14.32601.10Buy
Aberdeen Private Equity Ltd GBP39.6872.90168.52-19.21148.85Buy

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

Mon, 16th January 2017 - 11:28

With a year of uncertainty ahead, a panel of 12 collective investment experts tell Money Observer which global funds and trusts they expect to do well in 2017.

Fri, 13th January 2017 - 16:07

This market-beating growth portfolio has run for three years, and through some tough times. Now it's closing up shop, so Helen Pridham reveals the winning holdings.

Fri, 13th January 2017 - 10:18

Many took a pounding in 2016, but smaller companies is this expert's investment trust sector of choice for the coming year. Marina Gerner names three tipped to outperform.

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.