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 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

    NAV252.65
    Fund ManagerTom Slater, ...
    NDY (£M)1.13
    Fund SectorGlobal
  • 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

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    5 Years

    Fund

    Sector

    NAV261.2
    Fund ManagerDominic Neary
    NDY (£M)4.25
    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

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    5 Years

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    NAV454.69
    Fund ManagerGerald Smith, ...
    NDY (£M)1.00
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC0.6022.2052.67-13.57454.69Buy
Scottish American Investment Company PLC-3.5827.9272.99-5.34261.20Buy
Scottish Mortgage Investment Trust PLC Ord 5P22.9195.04173.230.14252.65Buy
3i Group Plc Ord12.03118.6274.4322.96355.96Buy
3i Infrastructure13.2041.3383.8411.71133.74Buy
AXA Property Trust Limited Ord NPV-5.46-6.87-24.53-24.7455.64Buy
Aberdeen Asian Income Fund Limited0.7336.4392.362.27199.72Buy
Aberdeen All Asia Investment Trust PLC11.7047.0281.26-3.85460.72Buy
Aberdeen Latin American Income Fund Limited-12.03-10.96--8.2381.46Buy
Aberdeen Latin American Income Ltd Sub-78.79-80.87---Buy
Aberdeen Private Equity Fund Limited7.2871.2680.54-27.55115.94Buy
Aberforth Smaller Companies Trust plc Ord10.11121.41142.15-5.921,128.85Buy
Aberforth Geared Income Trust Plc ZDP 1P3.7724.70---Buy
Aberforth Geared Income Trust Plc Ord 1P6.25125.09--9.45177.81Buy
Aberdeen UK Tracker Trust Plc1.6242.2763.28-3.87325.72Buy
Aberdeen Asian Smaller Companies Investment Trust PLC1.5062.53205.09-2.11970.43Buy
Aberdeen New Dawn Investment Trust PLC1.1827.1870.45-7.90199.78Buy
Aberdeen New Thai Investment Trust PLC9.4381.11201.10-13.44516.40Buy
Aberdeen Smaller Companies High Income Trust PLC-12.0784.42140.14-17.64217.96Buy
Acencia Debt Strategies Ltd10.6538.8086.09-4.24108.60Buy
Acorn Income Ord-11.54114.42261.47-8.01323.40Buy
Adams PLC Ord EUR0.0157.14-52.6927.55--Buy
Advance Developing Markets Ld Ord-1.184.91--10.34498.55Buy

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

Mon, 24th November 2014 - 08:50

IpsoFacto's David Liddell examines the thinking behind contrarian investing and tips three trusts for investors willing to challenge the consensus.

Thu, 20th November 2014 - 13:51

Some trusts are more vulnerable to market setbacks than others. Which could struggle and what should you look for when reviewing your holdings?

Wed, 19th November 2014 - 13:21

The ability to store energy at grid and device level requires a leap forward that is taxing many firms. But the rewards will be immense.

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.