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 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

    NAV248.97
    Fund ManagerDominic Neary
    NDY (£M)3.98
    Fund SectorGlobal Equity Income
  • 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

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    5 Years

    Fund

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    NAV459.19
    Fund ManagerSpencer Adair, ...
    NDY (£M)0.12
    Fund SectorGlobal
  • 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

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    Sector

    1 Year

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    5 Years

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    NAV259.41
    Fund ManagerJames Anderson, ...
    NDY (£M)1.09
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC9.9734.0949.80-8.97459.19Buy
Scottish American Investment Company PLC10.2038.4861.676.14248.97Buy
Scottish Mortgage Investment Trust PLC Ord 5P27.78111.07146.203.04259.41Buy
3i Group Plc Ord46.67192.73129.0936.50400.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure41.7072.72110.8211.74149.90Buy
AXA Property Trust Limited Ord NPV9.6141.471.75-14.1053.55Buy
Aberdeen Asian Income Ord-7.073.0648.881.00182.18Buy
Aberdeen Japan Investment Trust PLC48.0290.63121.862.74537.77Buy
Aberdeen Latin American Income Ltd Ord-29.69-37.25--9.9458.99Buy
Aberdeen Latin American Income Ltd Sub-92.94-95.71---Buy
Aberdeen Private Equity Ltd GBP11.4241.8578.99-25.75119.53Buy
Aberforth Smaller Companies Trust plc Ord12.28111.62150.61-10.291,300.90Buy
Aberforth Geared Income Trust Plc ZDP 1P5.0123.1241.82--Buy
Aberforth Geared Income Trust Plc Ord 1P22.34157.24173.05-10.11224.72Buy
Aberdeen UK Tracker Trust Plc Ord 10P2.3736.1954.36-5.33330.87Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord-16.489.0070.91-12.85897.31Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p-6.4411.0124.39-12.78193.19Buy
Aberdeen New Thai IT PLC Ord 25p-13.0717.1687.07-15.01440.36Buy
Aberdeen Smaller Companies High Income Ord 50p16.45100.69141.27-14.48257.24Buy
Acencia Debt Strategies Ltd-5.4544.8066.1943.531.15Buy
Acorn Income Ltd Ord22.92142.62267.98-4.33397.21Buy
Acorn Income Ltd ZDP 1P3.8421.83---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, 30th July 2015 - 14:55

Nicky McCabe at Fidelity says trusts and funds both have a place in investors' portfolios; each will lead to different results at different points of the cycle.

Wed, 29th July 2015 - 13:39

The latest data from the Investment Association (IA) shows that Asian equity funds shed £288 million in June - the sector's largest single monthly outflow on record.

Thu, 23rd July 2015 - 17:18

Following "disappointing" half-year results and increasing pressure from shareholders, Alliance Trust has promised that it will be implementing changes in the autumn.

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.