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 fund objective is to deliver real dividend growth by increasing capital and growing income.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV258.54
    Fund ManagerDominic Neary
    NDY (£M)4.34
    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

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV480.44
    Fund ManagerGerald Smith, ...
    NDY (£M)0.95
    Fund SectorGlobal
  • 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

    NAV256.84
    Fund ManagerTom Slater, ...
    NDY (£M)1.12
    Fund SectorGlobal
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC4.7824.8451.54-13.83480.44Buy
Scottish American Investment Company PLC2.5916.8150.87-6.98258.54Buy
Scottish Mortgage Investment Trust PLC Ord 5P19.9595.95168.390.53256.84Buy
3i Group Plc Ord24.66187.17118.8331.63375.00Buy
3i Group Plc Pref-----Buy
3i Infrastructure23.1049.9090.4415.85136.30Buy
AXA Property Trust Limited Ord NPV9.2722.575.12-24.4056.55Buy
Aberdeen Asian Income Ord9.1121.5372.82-2.92203.96Buy
Aberdeen Japan Investment Trust PLC41.9660.0897.00-4.47508.76Buy
Aberdeen Latin American Income Ltd Ord-4.79-26.83--10.0172.51Buy
Aberdeen Latin American Income Ltd Sub-67.21-91.67---Buy
Aberdeen Private Equity Ltd GBP21.5966.5592.94-22.67116.55Buy
Aberforth Smaller Companies Trust plc Ord-6.1188.32149.38-10.441,222.70Buy
Aberforth Geared Income Trust Plc ZDP 1P7.7723.92---Buy
Aberforth Geared Income Trust Plc Ord 1P-0.89104.60--16.43207.00Buy
Aberdeen UK Tracker Trust Plc Ord 10P5.7638.0564.01-6.17345.32Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord10.0136.74140.96-8.09970.56Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p19.3320.8856.93-10.87209.24Buy
Aberdeen New Thai IT PLC Ord 25p31.1456.63200.06-15.58542.82Buy
Aberdeen Smaller Companies High Income Ord 50p-8.7277.72154.80-16.55240.86Buy
Acencia Debt Strategies Ltd6.7146.0758.90-8.42114.38Buy
Acorn Income Ltd Ord-13.7888.26253.60-12.65353.17Buy
Adams PLC Ord EUR0.0138.10-81.5729.70--Buy

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, 26th February 2015 - 10:42

In the second part of our look at niche investment trusts, Fiona Hamilton picks offerings from sectors such as renewables and infrastructure.

Thu, 26th February 2015 - 10:16

Hidden gems can be difficult to find, unless you know where to look. We venture into often overlooked areas to add sparkle to a portfolio.

Thu, 19th February 2015 - 16:22

Scottish Mortgage co-manager Tom Slater believes short-term volatility is the price investors must pay for superior long-term returns.

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.