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 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

    NAV236.12
    Fund ManagerJames Anderson, ...
    NDY (£M)1.20
    Fund SectorGlobal
  • 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

    NAV433.62
    Fund ManagerGerald Smith, ...
    NDY (£M)1.02
    Fund SectorGlobal
  • Scottish American Investment Company PLC

    This trust aims to achieve capital and income growth in order to grow the dividend at a faster rate than inflation. The focus of the portfolio is on listed equities, both UK and overseas, but investments are also made in bonds, property and other asset types.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV249.03
    Fund ManagerDominic Neary
    NDY (£M)4.38
    Fund SectorGlobal Equity Income
Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC3.0629.8453.48-13.20433.62Buy
Scottish American Investment Company PLC-0.4631.0569.47-5.63249.03Buy
Scottish Mortgage Investment Trust PLC Ord 5P23.61119.50162.87-0.69236.12Buy
3i Group Plc Ord23.80191.8488.9918.53356.37Buy
3i Infrastructure19.7248.29101.0813.40133.68Buy
AXA Property Trust Limited Ord NPV7.642.35-3.48-23.6155.64Buy
Aberdeen Asian Income Ord8.2631.5583.982.12189.48Buy
Aberdeen Japan Investment Trust PLC23.0869.9091.17-5.07448.21Buy
Aberdeen Latin American Income Ltd Ord-9.83-19.55--10.5471.54Buy
Aberdeen Latin American Income Ltd Sub-73.68-84.85---Buy
Aberdeen Private Equity Ltd GBP10.4676.6581.87-26.68116.28Buy
Aberforth Smaller Companies Trust plc Ord3.22129.34139.70-6.641,103.28Buy
Aberforth Geared Income Trust Plc ZDP 1P7.7128.74---Buy
Aberforth Geared Income Trust Plc Ord 1P3.09137.32--9.94175.03Buy
Aberdeen UK Tracker Trust Plc Ord 10P4.2544.3961.97-2.65309.20Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord0.8661.54172.61-5.87922.13Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p8.8428.6947.41-8.41187.25Buy
Aberdeen New Thai IT PLC Ord 25p20.2376.37193.45-13.72498.39Buy
Aberdeen Smaller Companies High Income Ord 50p-13.6698.30143.51-15.48215.34Buy
Acencia Debt Strategies Ltd7.5548.1076.51-6.20110.74Buy
Acorn Income Ord-13.96115.68224.73-10.94324.51Buy
Adams PLC Ord EUR0.0136.36-64.6010.91--Buy
Advance Developing Markets Ld Ord1.333.569.80-10.36464.65Buy

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, 19th December 2014 - 11:21

Given the uncertainty in financial markets, there's little wonder that the IMA's Global sector remains one of the most popular among UK investors.

Tue, 9th December 2014 - 11:35

Nine Money Observer Rated Funds make Interactive Investor's list of most-popular trusts, with Scottish Mortgage still leading.

Tue, 9th December 2014 - 09:07

Investec's Max King is decidedly bullish on global emerging markets, unlike some of our seven-strong panel of multi-manager experts.

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.