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

    NAV253.84
    Fund ManagerDominic Neary
    NDY (£M)3.91
    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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    NAV470.23
    Fund ManagerSpencer Adair, ...
    NDY (£M)0.92
    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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    NAV256.42
    Fund ManagerJames Anderson, ...
    NDY (£M)1.12
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC11.4734.7661.14-8.98470.23Buy
Scottish American Investment Company PLC10.5939.1074.406.17253.84Buy
Scottish Mortgage Investment Trust PLC Ord 5P24.1598.72162.042.22256.42Buy
3i Group Plc Ord33.67196.45139.9931.94396.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure29.7856.7092.6811.54149.90Buy
Aberdeen Asian Income Ord-0.5111.2957.160.94191.20Buy
Aberdeen Japan Investment Trust PLC37.6581.52117.85-4.69539.56Buy
Aberdeen Latin American Income Ltd Ord-21.50-24.79--10.7165.80Buy
Aberdeen Latin American Income Ltd Sub-92.78-95.36---Buy
Aberdeen Private Equity Ltd GBP11.1056.6779.26-27.58123.06Buy
Aberforth Smaller Companies Trust plc Ord16.29119.04169.95-8.541,325.10Buy
Aberforth Geared Income Trust Plc ZDP 1P4.5124.3842.99--Buy
Aberforth Geared Income Trust Plc Ord 1P19.36149.43165.54-13.95230.69Buy
Aberdeen UK Tracker Trust Plc Ord 10P1.7237.1473.30-4.74334.88Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord-7.4217.1295.48-10.81925.04Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p2.3217.2033.50-12.53200.65Buy
Aberdeen New Thai IT PLC Ord 25p5.0329.79119.72-13.47476.12Buy
Aberdeen Smaller Companies High Income Ord 50p11.61108.17170.73-13.68260.67Buy
Acencia Debt Strategies Ltd-7.2143.4180.9843.531.15Buy
Acorn Income Ltd Ord14.59136.38254.76-4.63384.31Buy
Adams PLC Ord EUR0.0152.63839.693,757.68--Buy
Advance Developing Markets Ld Ord2.816.8511.92-10.97496.48Buy

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, 6th July 2015 - 09:37

Scottish Mortgage re-affirms itself as Interactive Investor's best-selling trust while investors take advantage of volatility to buy into Europe

Wed, 1st July 2015 - 15:43

Many leading frontier market funds have performed poorly of late. Rebecca Jones examines why, and whether investors should worry.

Tue, 23rd June 2015 - 15:47

An analyst recommends that investors sell after Neil Woodford's new investment trust soars to 13% premium two months after launch.

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.