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

  • 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

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    Sector

    1 Year

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    5 Years

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    NAV644.42
    Fund ManagerMalcolm MacColl, ...
    NDY (£M)0.16
    Fund SectorGlobal
  • 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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    1 Year

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    5 Years

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    NAV328.99
    Fund ManagerToby Ross, ...
    NDY (£M)3.25
    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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    1 Year

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    NAV345.73
    Fund ManagerJames Anderson, ...
    NDY (£M)0.82
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC50.3461.3093.27-4.10644.42Buy
Scottish American Investment Company PLC34.6355.9775.071.22328.99Buy
Scottish Mortgage Investment Trust PLC44.6977.09175.294.24345.73Buy
3i Group Plc Ord62.24100.81319.9827.51558.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure16.2081.20118.7416.72165.70Buy
AXA Property Trust Limited Ord NPV13.0873.5098.17-12.2368.93Buy
Aberdeen Diversified Income and Growth Trust Plc Ord 25p-1.99-1.4114.90-6.89123.24Buy
Aberdeen Asian Income Ord33.1130.6334.66--Buy
Aberdeen Japan Investment Trust PLC Ord 10p23.6074.3984.16-11.87627.49Buy
Aberdeen New India Investment Trust PLC Ord 25P39.66103.4789.42-12.50486.00Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p15.876.67110.39-22.77277.74Buy
Aberdeen UK Tracker Trust PLC Ord 10P24.8026.6659.28-6.15364.93Buy
Aberdeen Latin American Income Ltd Ord51.1724.09-6.38--Buy
Aberforth Smaller Companies Trust plc Ord19.736.27111.58-14.631,388.03Buy
Aberforth Geared Income Trust Plc ZDP 1P3.9412.8328.920.88156.87Buy
Aberforth Geared Income Trust Plc Ord 1P34.3447.93193.84-8.47246.64Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P29.1317.2957.99-7.7271.66Buy
Aberdeen Emerging Markets Investment Company Limited Ord 1p NPV31.5138.1519.05-15.53639.84Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p29.6632.9549.57-15.561,190.20Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201918.7922.30---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p39.9542.9741.97-14.69247.34Buy
Aberdeen New Thai Investment Trust PLC Ord 25p27.9839.6270.94-17.16611.44Buy

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

Thu, 23rd March 2017 - 08:56

Rob Griffin gives you the lowdown on investment trusts' key features and how they compare to other types of investment on cost and performance.

Tue, 21st March 2017 - 10:24

This investment trust is a favourite with income investors and is trading on a wider-than-normal discount of 6%, finds Kyle Caldwell.

Mon, 13th March 2017 - 10:03

Fund managers with the flexibility to go off-piste and run high-conviction portfolios stand to prosper in times like these. Jennifer Hill names five of the best.

Baillie Gifford News

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.

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.