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

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    Sector

    5 Years

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    Sector

    NAV296.1
    Fund ManagerToby Ross, ...
    NDY (£M)3.44
    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

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    5 Years

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    NAV578.05
    Fund ManagerCharles Plowden, ...
    NDY (£M)0.27
    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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    NAV299.51
    Fund ManagerJames Anderson, ...
    NDY (£M)0.95
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC29.9547.6185.07-6.24578.05Buy
Scottish American Investment Company PLC26.1941.5182.174.69296.10Buy
Scottish Mortgage Investment Trust PLC15.1462.25171.953.34299.51Buy
3i Group Plc Ord52.85119.44371.0227.13551.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure13.1781.03121.28--Buy
AXA Property Trust Limited Ord NPV25.3281.3869.99-71.40Buy
Aberdeen Asian Income Ord33.4010.5843.22-6.51208.57Buy
Aberdeen Japan Investment Trust PLC Ord 10p4.6745.0897.23-12.46570.61Buy
Aberdeen Latin American Income Ltd Ord43.77-3.40-12.93-11.3471.90Buy
Aberforth Smaller Companies Trust plc Ord-9.037.34128.03-17.111,229.30Buy
Aberforth Geared Income Trust Plc ZDP 1P2.3713.5835.96--Buy
Aberforth Geared Income Trust Plc Ord 1P-0.2336.67202.51-13.44212.58Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P25.9918.7861.31-2.4665.36Buy
Aberdeen Emerging Markets Investment Company Limited Ord 1p NPV27.3417.2720.95-12.58569.68Buy
Aberdeen UK Tracker Trust Plc Ord 10P12.5517.5861.71-6.55339.48Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord25.6310.0965.97-13.731,072.20Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201914.128.95---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p28.3216.3739.28-13.86214.19Buy
Aberdeen New Thai Investment Trust PLC Ord 25p31.5132.6487.52-15.09547.05Buy
Aberdeen Private Equity Ltd GBP30.7551.40137.98-26.14152.83Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p-5.21-1.71124.70-22.90252.26Buy
Acencia Debt Strategies Ltd1.850.1540.5125.101.15Buy

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, 2nd December 2016 - 12:17

With uncertainty around in bucketloads, Marina Gerner asks a panel of asset managers where investors should be putting their money.

Tue, 29th November 2016 - 11:59

Amid forecasts of weak growth, low rates and political uncertainty, Jeff Salway asks Baillie Gifford fund manager Dominic Neary where investors can still find dependable income.

Fri, 25th November 2016 - 16:58

The 90s had plenty of famous fund managers and firms, writes Andrew Pitts, but the cult of the star manager is all but gone. He thinks we could do with more of Woodford's ilk.

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.