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

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    Sector

    1 Year

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    Sector

    5 Years

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    Sector

    NAV353.27
    Fund ManagerJames Dow, ...
    NDY (£M)3.00
    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

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    Sector

    1 Year

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    5 Years

    Fund

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    NAV447.91
    Fund ManagerJames Anderson, ...
    NDY (£M)0.64
    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

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    5 Years

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    NAV762.71
    Fund ManagerMalcolm MacColl, ...
    NDY (£M)0.16
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC44.37101.76163.022.59762.71Buy
Scottish American Investment Company PLC19.6265.84102.893.67353.27Buy
Scottish Mortgage Investment Trust PLC48.4089.29248.603.97447.91Buy
3i Group Plc Ord41.83139.84424.8040.18652.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure8.3467.54120.7811.86177.00Buy
AEW UK Long Lease REIT PLC Ord GBP0.01-----Buy
AXA Property Trust Limited Ord NPV-9.4753.92171.59-11.6867.65Buy
Aberdeen Diversified Income and Growth Trust Plc Ord 25p20.291.5828.46-5.44125.58Buy
Aberdeen Asian Income Ord17.7022.1332.18-8.13236.76Buy
Aberdeen Japan Investment Trust PLC Ord 10p22.9144.68114.67-11.68706.54Buy
Aberdeen New India Investment Trust PLC Ord 25P28.8739.91119.16-11.09514.55Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p53.2577.39145.75-10.68326.08Buy
Aberdeen Latin American Income Ltd Ord18.4118.59-2.85-12.6584.72Buy
Aberforth Smaller Companies Trust plc Ord34.1632.94126.40-13.361,507.32Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P4.798.5761.87-6.8068.94Buy
Aberdeen Emerging Markets Investment Company Limited Ord 1p NPV29.7544.6652.79-12.47723.72Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p14.2216.8829.10-11.881,202.95Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201912.3417.7736.33--Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p31.2940.7754.76-12.63274.41Buy
Aberdeen New Thai Investment Trust PLC Ord 25p20.1631.5765.16-15.71663.21Buy
Aberdeen Private Equity Ltd GBP14.4260.15107.40-14.98146.58Buy
Aberforth Split Level Income Trust PLC ZDP 1P---7.94100.75Buy

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

Fri, 24th November 2017 - 10:44

This sector is flying, but fund managers are not buying. David Liddell looks at whether investment trusts are an indirect way to play the sector.

Thu, 23rd November 2017 - 11:01

While some tipped trusts have bucked the past quarter's stagnant markets, one has fallen short and is being replaced. Fiona Hamilton reveals who's in and who's out.

Wed, 22nd November 2017 - 09:18

As growth strategies start to flag, value and contrarian-oriented trusts may be coming back into fashion. Helen Pridham highlights five of the best.

Baillie Gifford News

Money Observer Should investors buy an investment trust or a fund?

Fri, 11th August 2017 - 15:27

Investment trusts have long been seen to offer superior performance to funds, but Jennifer Hill reviews the latest data and gets the experts' opinion.

Money Observer Model income portfolios hold steady

Tue, 19th January 2016 - 09:50

These six portfolios are custom-built to deliver solid yields to income investors. While one lost out in 2015 due to some unlucky contrarian holdings, they have mostly outperformed.

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.