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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    NAV252.72
    Fund ManagerDominic Neary
    NDY (£M)3.95
    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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    5 Years

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    NAV246.89
    Fund ManagerJames Anderson, ...
    NDY (£M)1.15
    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

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    Sector

    1 Year

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    5 Years

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    NAV461.72
    Fund ManagerSpencer Adair, ...
    NDY (£M)0.95
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC-4.4119.3925.70-10.77461.72Buy
Scottish American Investment Company PLC5.1720.7638.017.83252.72Buy
Scottish Mortgage Investment Trust PLC-3.9457.7489.543.69246.89Buy
3i Group Plc Ord-3.3461.78119.1326.06401.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure17.2666.59101.40-153.80Buy
AXA Property Trust Limited Ord NPV27.1249.5015.84-14.6363.84Buy
Aberdeen Asian Income Ord-16.71-23.8413.05-7.42170.67Buy
Aberdeen Japan Investment Trust PLC-10.7920.4461.64-13.25521.48Buy
Aberdeen Latin American Income Ltd Ord-16.80-49.09-39.23-11.2258.01Buy
Aberforth Smaller Companies Trust plc Ord-9.5132.9875.23-12.021,179.80Buy
Aberforth Geared Income Trust Plc ZDP 1P3.5313.6532.33--Buy
Aberforth Geared Income Trust Plc Ord 1P5.9373.50121.30-8.74210.38Buy
Aberdeen Emerging Markets Investment Company Limited Ord NPV-15.01-17.24-15.30-11.66459.58Buy
Aberdeen Frontier Markets Investment Company Limited Ord 1P-10.344.1620.39-9.0758.56Buy
Aberdeen UK Tracker Trust Plc Ord 10P-11.542.6828.93-6.91307.23Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord-8.54-26.4037.70-12.10887.39Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 2019-2.42-15.91---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p-19.64-21.79-0.98-12.93172.27Buy
Aberdeen New Thai Investment Trust PLC Ord 25p-8.72-26.4158.47-16.54457.70Buy
Aberdeen Private Equity Ltd GBP-1.3910.7352.00-33.66132.27Buy
Aberdeen Smaller Companies Income Trust PLC Ord 50p-7.3713.9580.51-16.82239.25Buy
Acencia Debt Strategies Ltd-16.534.6114.4218.011.15Buy

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

Thu, 19th May 2016 - 08:50

After a punishing few years for Emerging Market equities, investors were shy of buying into the recent rally - but now they're piling in, and at record low prices, writes Kyle Caldwell.

Wed, 11th May 2016 - 17:05

Sellers worried by Japanese market volatility have dragged this investment trust's discount to crazy levels, reports Kyle Caldwell. But is it a sign to buy now, or steer clear?

Mon, 9th May 2016 - 16:41

A sell-off of UK smaller companies trusts means longer-term investors can now buy in at attractive discounts, reports Kyle Caldwell. But which one has caught his eye?

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.