Top Investment Trusts
Here, you can view the top performing investment trusts in the UK today. Use the fund search box on the right hand panel if you're looking for a specific trust.
For the latest analysis on investment trusts from our expert journalists, click here.
Top 10 Performing Investment Trusts
1 yr
| Name | Performance | Risk Rating | Star Rating | ||
|---|---|---|---|---|---|
| The Biotech Growth Trust PLC | 35.07% |  |
Factsheet | Buy/Sell | |
| Better Capital Limited Ord | 27.85% |  |
Factsheet | Buy/Sell | |
| Greenwich Loan Income | 27.62% |  |
Factsheet | Buy/Sell | |
| Eastern European Property Ltd | 24.37% |  |
Factsheet | Buy/Sell | |
| BH Macro USD | 18.70% |  |
Factsheet | Buy/Sell | |
| Intl Biotechnology Trust | 18.40% | |
Factsheet | Buy/Sell | |
| Baillie Gifford Shin Nippon PLC | 16.40% | |
|
Factsheet | Buy/Sell |
| Henderson Pvt Eq Inv Tr | 15.60% | |
Factsheet | Buy/Sell | |
| Northern Investors Company PLC | 13.66% | |
Factsheet | Buy/Sell | |
| Matrix European Real Estate | 13.28% | |
Factsheet | Buy/Sell |
3 yr
| Name | Performance | Risk Rating | Star Rating | ||
|---|---|---|---|---|---|
| Greenwich Loan Income | 1,229.43% | |
Factsheet | Buy/Sell | |
| Henderson Pvt Eq Inv Tr | 218.51% | |
Factsheet | Buy/Sell | |
| Matrix European Real Estate | 200.18% | |
Factsheet | Buy/Sell | |
| Strategic Equity Capital plc | 178.63% | |
Factsheet | Buy/Sell | |
| Middlefield Canadian Income Trust I | 177.97% | |
Factsheet | Buy/Sell | |
| Princess Private Equity Holdings | 148.09% | |
Factsheet | Buy/Sell | |
| Acorn Income Ord | 146.90% | |
|
Factsheet | Buy/Sell |
| Third Point Offshore Inv Ltd USD | 139.20% | |
Factsheet | Buy/Sell | |
| BlackRock Smaller Companies IT | 135.80% | |
Factsheet | Buy/Sell | |
| Scottish Oriental Smaller Cos Ord | 120.37% | |
|
Factsheet | Buy/Sell |
5 yr
| Name | Performance | Risk Rating | Star Rating | ||
|---|---|---|---|---|---|
| The Biotech Growth Trust PLC | 112.05% | |
Factsheet | Buy/Sell | |
| Scottish Oriental Smaller Cos Ord | 99.75% | |
|
Factsheet | Buy/Sell |
| BH Macro USD | 92.70% | |
Factsheet | Buy/Sell | |
| Ruffer Investment Company | 90.69% |  |
Factsheet | Buy/Sell | |
| Edinburgh Dragon Trust plc Ord 20p | 76.00% | |
|
Factsheet | Buy/Sell |
| Aberdeen New Dawn IT PLC Ord 25p | 63.04% | |
|
Factsheet | Buy/Sell |
| Templeton Emerging Markets | 61.50% | |
|
Factsheet | Buy/Sell |
| Schroder Oriental Income | 61.33% | |
Factsheet | Buy/Sell | |
| Lindsell Train IT plc | 58.51% | |
Factsheet | Buy/Sell | |
| F&C US Smaller Companies PLC Ord | 54.75% | |
Factsheet | Buy/Sell |
Bottom 10 Performing Investment Trusts
1 yr
| Name | Performance | Risk Rating | Star Rating | ||
|---|---|---|---|---|---|
| Psource Structured Debt | -61.54% | |
Factsheet | Buy/Sell | |
| Polar Capital Tech Trust PLC Sub 1P | -55.77% | |
Factsheet | Buy/Sell | |
| Invesco Prop Inc Tr Ltd | -45.07% | |
Factsheet | Buy/Sell | |
| Ventus VCT 2 | -36.66% | |
Factsheet | Buy/Sell | |
| Blue Planet International Financls | -36.11% | |
Factsheet | Buy/Sell | |
| Aurora Russia | -34.99% | |
Factsheet | Buy/Sell | |
| Aurora Investment Trust plc | -34.18% | |
|
Factsheet | Buy/Sell |
| FRM Credit Alpha Limited | -33.97% | |
Factsheet | Buy/Sell | |
| TR European Growth Trust PLC | -33.76% | |
|
Factsheet | Buy/Sell |
| JPM European Smaller Co Trust plc | -33.42% | |
|
Factsheet | Buy/Sell |
3 yr
| Name | Performance | Risk Rating | Star Rating | ||
|---|---|---|---|---|---|
| Invesco Prop Inc Tr Ltd | -76.51% | |
Factsheet | Buy/Sell | |
| Psource Structured Debt | -73.54% | |
Factsheet | Buy/Sell | |
| Blue Planet International Financls | -62.01% | |
Factsheet | Buy/Sell | |
| Ventus VCT 2 | -54.09% | |
Factsheet | Buy/Sell | |
| Juridica Investments | -33.73% | |
Factsheet | Buy/Sell | |
| FRM Credit Alpha Limited | -31.79% | |
Factsheet | Buy/Sell | |
| Cambium Global Timberland | -28.27% | |
Factsheet | Buy/Sell | |
| Alpha Pyrenees | -17.35% | |
Factsheet | Buy/Sell | |
| Phaunos Timber | -17.18% | |
Factsheet | Buy/Sell | |
| Ventus VCT | -14.76% | |
Factsheet | Buy/Sell |
5 yr
| Name | Performance | Risk Rating | Star Rating | ||
|---|---|---|---|---|---|
| Invesco Prop Inc Tr Ltd | -98.98% | |
Factsheet | Buy/Sell | |
| Blue Planet International Financls | -86.07% | |
Factsheet | Buy/Sell | |
| Candover Investments Plc Ord | -80.05% | |
Factsheet | Buy/Sell | |
| SVG Capital plc | -70.71% | |
Factsheet | Buy/Sell | |
| Active Capital Trust plc | -68.25% | |
Factsheet | Buy/Sell | |
| Aurora Russia | -67.76% | |
Factsheet | Buy/Sell | |
| Tamar European Industrial Ltd | -64.61% | |
Factsheet | Buy/Sell | |
| Prospect Japan Ltd | -63.93% | |
Factsheet | Buy/Sell | |
| Gresham House PLC | -60.79% | |
Factsheet | Buy/Sell | |
| Ventus VCT 2 | -59.35% | |
Factsheet | Buy/Sell |
Top 5 Star Rated Investment Trusts
1 yr
| Name | Performance | Risk Rating | Star Rating | ||
|---|---|---|---|---|---|
| Troy Income & Growth Trust plc | 5.78% | |
|
Factsheet | Buy/Sell |
| Finsbury Growth & Income Trust PLC | 0.48% | |
|
Factsheet | Buy/Sell |
| Scottish Oriental Smaller Cos Ord | -0.21% | |
|
Factsheet | Buy/Sell |
| Montanaro UK Smaller Cos IT PLC | -6.22% | |
|
Factsheet | Buy/Sell |
| Genesis Emerging Market GBP | -7.68% | |
|
Factsheet | Buy/Sell |
| Jupiter European Oppts Tst | -8.46% | |
|
Factsheet | Buy/Sell |
| Templeton Emerging Markets | -16.77% | |
|
Factsheet | Buy/Sell |
| Montanaro European Smaller Cos Tst | -18.96% | |
|
Factsheet | Buy/Sell |
3 yr
| Name | Performance | Risk Rating | Star Rating | ||
|---|---|---|---|---|---|
| Scottish Oriental Smaller Cos Ord | 120.37% | |
|
Factsheet | Buy/Sell |
| Jupiter European Oppts Tst | 104.42% | |
|
Factsheet | Buy/Sell |
| Montanaro UK Smaller Cos IT PLC | 93.68% | |
|
Factsheet | Buy/Sell |
| Troy Income & Growth Trust plc | 86.62% | |
|
Factsheet | Buy/Sell |
| Finsbury Growth & Income Trust PLC | 84.53% | |
|
Factsheet | Buy/Sell |
| Genesis Emerging Market GBP | 71.57% | |
|
Factsheet | Buy/Sell |
| Templeton Emerging Markets | 53.10% | |
|
Factsheet | Buy/Sell |
| Montanaro European Smaller Cos Tst | 50.49% | |
|
Factsheet | Buy/Sell |
5 yr
| Name | Performance | Risk Rating | Star Rating | ||
|---|---|---|---|---|---|
| Scottish Oriental Smaller Cos Ord | 99.75% | |
|
Factsheet | Buy/Sell |
| Templeton Emerging Markets | 61.50% | |
|
Factsheet | Buy/Sell |
| Genesis Emerging Market GBP | 29.05% | |
|
Factsheet | Buy/Sell |
| Jupiter European Oppts Tst | 25.26% | |
|
Factsheet | Buy/Sell |
| Montanaro UK Smaller Cos IT PLC | 18.54% | |
|
Factsheet | Buy/Sell |
| Finsbury Growth & Income Trust PLC | 18.25% | |
|
Factsheet | Buy/Sell |
| Montanaro European Smaller Cos Tst | -6.32% | |
|
Factsheet | Buy/Sell |
| Troy Income & Growth Trust plc | -32.63% | |
|
Factsheet | Buy/Sell |
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.