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

    Fund

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    5 Years

    Fund

    Sector

    NAV293.38
    Fund ManagerDominic Neary
    NDY (£M)3.60
    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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    NAV539.75
    Fund ManagerSpencer Adair, ...
    NDY (£M)0.31
    Fund SectorGlobal
  • Scottish Mortgage Investment Trust PLC

    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

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    5 Years

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    NAV292.69
    Fund ManagerJames Anderson, ...
    NDY (£M)1.00
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC15.2736.9045.65-11.98539.75Buy
Scottish American Investment Company PLC18.0734.3953.710.38293.38Buy
Scottish Mortgage Investment Trust PLC11.6977.23115.750.45292.69Buy
3i Group Plc Ord17.3782.69178.1834.13463.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure18.6077.19118.7517.27161.00Buy
AXA Property Trust Limited Ord NPV24.9347.0916.54-14.8666.95Buy
Aberdeen Asian Income Ord12.441.9035.65-6.26206.96Buy
Aberdeen Japan Investment Trust PLC-10.6035.6368.31-10.72551.08Buy
Aberdeen Latin American Income Ltd Ord29.29-17.55-21.07-12.6673.56Buy
Aberforth Smaller Companies Trust plc Ord-11.0023.5766.57-13.901,152.70Buy
Aberforth Geared Income Trust Plc ZDP 1P2.6413.5332.55--Buy
Aberforth Geared Income Trust Plc Ord 1P-0.0756.57119.10-10.59206.08Buy
Aberdeen Emerging Markets Investment Company Limited Ord NPV11.048.31-4.19-15.50556.19Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P8.9914.3937.01-6.0964.16Buy
Aberdeen UK Tracker Trust Plc Ord 10P4.6314.4543.04-6.53336.99Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord22.93-4.8348.82-11.951,050.50Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 20192.22-6.68---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p10.801.2016.32-13.58211.75Buy
Aberdeen New Thai Investment Trust PLC Ord 25p27.8211.4580.66-15.71548.12Buy
Aberdeen Private Equity Ltd GBP15.5123.9661.66-23.55130.47Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p-11.287.2869.53-22.16243.44Buy
Acencia Debt Strategies Ltd-13.942.6311.4817.791.15Buy

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

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