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

    Fund

    Sector

    NAV325.81
    Fund ManagerToby Ross, ...
    NDY (£M)3.17
    Fund SectorGlobal Equity Income
  • 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

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV345.17
    Fund ManagerJames Anderson, ...
    NDY (£M)0.85
    Fund SectorGlobal
  • 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

    Fund

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    5 Years

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    NAV642.52
    Fund ManagerMalcolm MacColl, ...
    NDY (£M)0.16
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC55.2853.6084.91-5.53642.52Buy
Scottish American Investment Company PLC40.3958.1179.104.85325.81Buy
Scottish Mortgage Investment Trust PLC43.5767.01172.541.75345.17Buy
3i Group Plc Ord73.9697.81344.1726.16558.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure16.9481.60115.6517.32165.70Buy
AXA Property Trust Limited Ord NPV13.7677.6596.75-13.1771.40Buy
Aberdeen Diversified Income and Growth Trust Plc Ord 25p0.07-5.6912.03-8.76123.85Buy
Aberdeen Asian Income Ord44.3925.0340.29--Buy
Aberdeen Japan Investment Trust PLC Ord 10p29.3364.5790.45-9.43615.55Buy
Aberdeen New India Investment Trust PLC Ord 25P43.07106.3471.45-10.64459.53Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p20.628.22110.92-17.97271.86Buy
Aberdeen UK Tracker Trust PLC Ord 10P25.0121.8457.27-5.56367.04Buy
Aberdeen Latin American Income Ltd Ord78.0025.73-5.76--Buy
Aberforth Smaller Companies Trust plc Ord21.398.52113.00-13.991,370.80Buy
Aberforth Geared Income Trust Plc ZDP 1P3.7613.4230.451.53156.11Buy
Aberforth Geared Income Trust Plc Ord 1P33.8743.17189.41-6.81240.36Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P40.2920.1264.10-5.7872.04Buy
Aberdeen Emerging Markets Investment Company Limited Ord 1p NPV43.8435.6717.85-14.72636.69Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p38.6428.3061.52-13.361,161.07Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201920.8120.32---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p50.4939.8238.82-13.57239.51Buy
Aberdeen New Thai Investment Trust PLC Ord 25p33.4547.3680.84-15.29598.83Buy

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.

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Baillie Gifford News

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