Investment Trusts

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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

    This trust aims to achieve capital and income growth in order to grow the dividend at a faster rate than inflation. The focus of the portfolio is on listed equities, both UK and overseas, but investments are also made in bonds, property and other asset types.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV264.79
    Fund ManagerDominic Neary
    NDY (£M)4.24
    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

    NAV454.89
    Fund ManagerGerald Smith, ...
    NDY (£M)1.00
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC3.8226.1650.87-13.30454.89Buy
Scottish American Investment Company PLC8.5827.5668.24-5.96264.79Buy

Disclaimer

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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

Wed, 28th January 2015 - 13:37

Investors in investment trusts were focusing their attention on sectors with a global reach in 2014, according to figures from the AIC.

Mon, 26th January 2015 - 09:09

Mick Gilligan tells Helen Pridham why he has enjoyed successes with non-energy sector holdings and shares that have good exposure to the dollar.

Wed, 14th January 2015 - 11:19

Helen Pridham reviews the changes made to Money Observer's Income and Growth Model Portfolios in 2014 and the reasons for their inclusions or exclusions.

Baillie Gifford News

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.

Money Observer Six portfolios for growth investors

Mon, 20th January 2014 - 09:56

Andrew Pitts and Helen Pridham introduce Money Observer's reconfigured model portfolios for the growth investor, with up to 40% gains.