Investment Trusts – Research, Invest & Manage

Investment Trust Centre

  • Buy investment trusts for £10 (or £5 with our Frequent Trader Rate)
  • Over 620 investment trusts available to buy
  • Exclusive Money Observer features, reviews and top fund ratings
  • 15 minute delayed investment trust prices and detailed analysis
  • Dedicated investment trust forum – share your views on the market
 Open an account 

Investment Trusts & Investment Companies

Investment Trusts - Research, Invest & Manage

An investment trust is a company with a fixed share capital listed on a stock exchange. It is also known as a closed-end fund or investment company. Investors buy shares in an investment trust as they would in other shares such as Tesco or BT.

You can usually put an investment trust into a SIPP or ISA.

Top 10 Performing Investment Trusts

1 yr

Name Performance Risk Rating Star Rating
The Biotech Growth Trust PLC 32.73% Factsheet Buy/Sell
Better Capital Limited Ord 27.16% Factsheet Buy/Sell
Greenwich Loan Income 25.21% Factsheet Buy/Sell
Eastern European Property Ltd 20.33% Factsheet Buy/Sell
BH Macro USD 18.29% Factsheet Buy/Sell
Intl Biotechnology Trust 17.59% Factsheet Buy/Sell
Henderson Pvt Eq Inv Tr 15.05% Factsheet Buy/Sell
Cazenove Absolute Equity 11.80% Factsheet Buy/Sell
Northern Investors Company PLC 10.79% Factsheet Buy/Sell
3i Group Plc Pref 10.27% Factsheet Buy/Sell

3 yr

Name Performance Risk Rating Star Rating
Greenwich Loan Income 1,092.86% Factsheet Buy/Sell
Henderson Pvt Eq Inv Tr 217.00% Factsheet Buy/Sell
Matrix European Real Estate 208.84% Factsheet Buy/Sell
Strategic Equity Capital plc 177.62% Factsheet Buy/Sell
Middlefield Canadian Income Trust I 176.51% Factsheet Buy/Sell
Princess Private Equity Holdings 148.10% Factsheet Buy/Sell
Acorn Income Ord 139.86% Factsheet Buy/Sell
Third Point Offshore Inv Ltd USD 138.73% Factsheet Buy/Sell
BlackRock Smaller Companies IT 124.35% Factsheet Buy/Sell
Scottish Oriental Smaller Cos Ord 114.81% Factsheet Buy/Sell

5 yr

Name Performance Risk Rating Star Rating
The Biotech Growth Trust PLC 106.67% Factsheet Buy/Sell
Scottish Oriental Smaller Cos Ord 97.11% Factsheet Buy/Sell
BH Macro USD 92.02% Factsheet Buy/Sell
Ruffer Investment Company 87.96% Factsheet Buy/Sell
Edinburgh Dragon Trust plc Ord 20p 71.63% Factsheet Buy/Sell
Aberdeen New Dawn IT PLC Ord 25p 58.18% Factsheet Buy/Sell
Lindsell Train IT plc 57.57% Factsheet Buy/Sell
Schroder Oriental Income 56.79% Factsheet Buy/Sell
Capital Gearing Trust plc 54.60% Factsheet Buy/Sell
Templeton Emerging Markets 51.57% Factsheet Buy/Sell

More top investment trusts

Star ratings: They are based on quantitative historical performance measures, and funds are ranked within their own sectors. The lowest rated funds in a sector carry a single star, and the highest 10% are awarded five stars. Funds without a star rating are usually less than three years old or are in a small (less than 10 funds), or unclassified sector. A fund with no star rating need not necessarily be viewed as a poor fund.

Risk ratings: These range from very low, to very high and are colour-coded from green through to red. Funds without a risk rating are usually too young to have been assigned a risk rating. For more explanation, click here.

All prices in pence sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in sterling unless otherwise specified.

Past performance is no guarantee of future performance. Tax treatment depends on your individual circumstances and may be subject to change.

Data provided by FE © 2012.