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

    NAV263.07
    Fund ManagerDominic Neary
    NDY (£M)3.91
    Fund SectorGlobal Equity Income
  • Monks Investment Trust PLC

    This trust aims for long-term capital growth, principally from an internationally diversified equity portfolio. It is prepared to move freely between markets and adjust investment style as opportunities arise, but capital growth takes priority over income.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV479.23
    Fund ManagerSpencer Adair, ...
    NDY (£M)0.90
    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

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV263.27
    Fund ManagerJames Anderson, ...
    NDY (£M)1.08
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC19.8843.7359.40-8.60479.23Buy
Scottish American Investment Company PLC11.7142.7470.492.44263.07Buy
Scottish Mortgage Investment Trust PLC Ord 5P40.99122.60166.972.94263.27Buy
3i Group Plc Ord39.48263.43134.3341.29396.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure28.8160.5394.0513.21149.90Buy
Aberdeen Asian Income Ord3.4821.3363.29-0.95200.40Buy
Aberdeen Japan Investment Trust PLC58.0777.4097.26-6.42542.85Buy
Aberdeen Latin American Income Ltd Ord-13.38-19.05--6.1168.83Buy
Aberdeen Latin American Income Ltd Sub-91.67-96.74---Buy
Aberdeen Private Equity Ltd GBP13.4168.6377.75-24.82121.38Buy
Aberforth Smaller Companies Trust plc Ord13.49123.50163.46-9.731,311.60Buy
Aberforth Geared Income Trust Plc ZDP 1P3.6522.8042.68--Buy
Aberforth Geared Income Trust Plc Ord 1P18.06141.93146.59-16.95229.98Buy
Aberdeen UK Tracker Trust Plc Ord 10P5.0648.5473.27-5.73350.59Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord1.7433.25111.73-9.66967.45Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p12.3931.0749.62-9.76210.41Buy
Aberdeen New Thai IT PLC Ord 25p15.1546.69133.77-15.98507.90Buy
Aberdeen Smaller Companies High Income Ord 50p16.05111.41175.44-15.13261.29Buy
Acencia Debt Strategies Ltd8.7051.7666.38-3.94113.47Buy
Acorn Income Ltd Ord4.22145.43261.06-3.91376.20Buy
Adams PLC Ord EUR0.0138.101,163.723,861.93--Buy
Advance Developing Markets Ld Ord11.4715.1715.45-9.66518.48Buy

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

Thu, 21st May 2015 - 16:33

After a 100%-plus rise in the Chinese stock market over the past year, are investors wanting a piece of the action arriving too late to the party, asks Money Observer editor Andrew Pitts.

Thu, 21st May 2015 - 12:05

Andrew Lebus, manager of Pantheon International Participations, the oldest listed private equity trust, has a keen eye for new consumer trends.

Thu, 21st May 2015 - 10:28

The consistent dividend performance typical of many trusts can play a leading role in protecting capital from the corrosive effect of inflation.

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.