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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    5 Years

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    Sector

    NAV260.47
    Fund ManagerDominic Neary
    NDY (£M)3.92
    Fund SectorGlobal Equity Income
  • 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

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    Sector

    1 Year

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    5 Years

    Fund

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    NAV253.31
    Fund ManagerJames Anderson, ...
    NDY (£M)1.14
    Fund SectorGlobal
  • 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

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    5 Years

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    NAV476.16
    Fund ManagerSpencer Adair, ...
    NDY (£M)0.93
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC-2.1225.5023.01-10.68476.16Buy
Scottish American Investment Company PLC13.7927.7934.374.81260.47Buy
Scottish Mortgage Investment Trust PLC-3.0566.6283.501.50253.31Buy
3i Group Plc Ord-1.6857.97103.7118.10401.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure30.1671.41117.55-153.80Buy
AXA Property Trust Limited Ord NPV29.5152.1915.53-11.5063.84Buy
Aberdeen Asian Income Ord-13.40-21.5017.93-8.36179.50Buy
Aberdeen Japan Investment Trust PLC-12.3924.4161.51-11.73519.40Buy
Aberdeen Latin American Income Ltd Ord-11.97-45.70-36.58-13.2062.07Buy
Aberforth Smaller Companies Trust plc Ord0.0540.5778.86-11.571,185.10Buy
Aberforth Geared Income Trust Plc ZDP 1P3.1115.7833.87--Buy
Aberforth Geared Income Trust Plc Ord 1P10.5877.89123.21-12.46212.48Buy
Aberdeen Emerging Markets Investment Company Limited Ord NPV-12.86-11.88-16.96-14.86482.71Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P-10.345.4617.08-8.1657.71Buy
Aberdeen UK Tracker Trust Plc Ord 10P-7.469.2825.24-8.18318.01Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord-7.55-23.6835.79-13.79918.14Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 2019-3.51-15.38---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p-15.92-16.30-1.55-13.84181.06Buy
Aberdeen New Thai Investment Trust PLC Ord 25p-7.20-27.3868.96-15.64480.07Buy
Aberdeen Private Equity Ltd GBP0.547.2752.00-33.66132.27Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p1.3715.3184.57-18.35243.12Buy
Acencia Debt Strategies Ltd-19.022.1810.0618.881.15Buy

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

Wed, 27th April 2016 - 17:34

As the FTSE 100 marks the one-year anniversary of its all-time high, Kyle Caldwell names the 10 best-performing UK equity funds and trusts.

Wed, 27th April 2016 - 13:07

Discounts on UK equity income trusts have widened since the start of the year, creating a key buying window for high-yielding trusts, reports Kyle Caldwell.

Tue, 26th April 2016 - 17:04

New figures show fund investments returning to positive territory, but they're still far behind this time last year as investors remain cautious, reports Kyle Caldwell.

Baillie Gifford News

Money Observer Model income portfolios hold steady

Tue, 19th January 2016 - 10:50

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 - 18:29

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 - 11:18

Experts give their top tips for growth investors looking for opportunities to cash in on a bullish economic outlook in the UK and internationally.