Important information: The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice.
Search investment trusts
What are investment trusts?
Investment trusts are funds that are publicly listed as companies on the London Stock Exchange, and so are traded like shares.
Investment trusts have a manager as well as a board of directors, who uphold the interests of the investors.
Most popular investment trusts
| 1. Scottish Mortgage Investment Trust
|
| 2. Witan Investment Trust plc
|
| 3. Woodford Patient Capital Trust PLC
|
| 4. City Of London Investment Trust
|
| 5. Fidelity China Special Situations PLC
|
Based on HL client holdings, updated hourly Mon-Fri.
Top performing investment trusts by sector
The top five performing investment trusts over the last year in this sector. Past performance is not a guide to the future.
| JPMorgan Chinese Investment Trust plc Ordinary 2 | 308.00 |  |
+38.01% |
| JPMorgan Indian Investment Trust Ordinary 25p | 721.00 | |
+27.21% |
| Aberdeen New Dawn Investment Trust plc Ordinary ... | 245.00 | |
+26.28% |
| Aberdeen New India Investment Trust Ordinary 25p | 474.00 | |
+24.87% |
| Edinburgh Dragon Trust plc 20p Ordinary Shares | 400.00 | |
+22.84% |
| JPMorgan Russian Securities Ordinary 1p | 658.00 | |
+34.96% |
| Montanaro European Smaller Companies Trust plc O... | 1,015.00 | |
+19.53% |
| BlackRock Greater Europe Investment Trust Ord 0.... | 376.00 | |
+17.90% |
| Fidelity European Values plc Ordinary 2.5p | 243.00 | |
+11.24% |
| Jupiter European Opportunities Trust Ordinary 1p... | 816.00 | |
+10.63% |
| Mid Wynd International Investment Trust Plc ORD ... | 566.00 | |
+22.55% |
| Martin Currie Global Portfolio Trust Ordinary 5p... | 280.00 | |
+20.51% |
| Monks Investment Trust Ordinary 5p | 879.00 | |
+16.56% |
| Bankers Investment Trust plc Ordinary 25p Shares | 931.00 | |
+13.45% |
| JPMorgan Global Growth & Income plc Ordinary 5p | 332.00 | |
+11.71% |
| Mercantile Investment Trust Plc Ordinary 2.5p Sh... | 211.00 | |
+10.90% |
| Schroder UK Mid Cap Fund Ordinary 25p | 532.00 | |
+9.76% |
| JPMorgan Mid Cap Investment Trust plc Ordinary 2... | 1,110.00 | |
+8.78% |
| Capital Gearing Trust plc Ordinary 25p Shares | 4,320.00 | |
+7.75% |
| Fidelity Special Values Ordinary 5p | 262.50 | |
+4.47% |
| Finsbury Growth & Income Trust plc Ordinary 25p ... | 894.00 | |
+21.62% |
| Murray Income Trust plc Ordinary 25p Shares | 836.00 | |
+18.41% |
| Troy Income & Growth Trust plc Ordinary 25p | 81.20 | |
+12.12% |
| Dunedin Income Growth Investment Trust Ordinary | 260.00 | |
+7.88% |
| Temple Bar Investment Trust plc Ordinary 25p Sha | 1,252.00 | |
+6.24% |
| BlackRock Throgmorton Trust plc Ordinary 5p Shar | 570.00 | |
+15.26% |
| Invesco Perpetual UK Smaller Cos Inv Tst Ord 20p | 520.00 | |
+12.77% |
| BlackRock Smaller Companies Trust Ordinary 25p S... | 1,376.00 | |
+6.37% |
| Henderson Smaller Cos Investment Trust plc Ordin... | 855.00 | |
+5.60% |
| Standard Life UK Smaller Companies Trust plc Ord... | 478.00 | |
+4.15% |
Data provided by Factset, based over the last year and updated hourly Mon-Fri.
Investment trust research
View more investment trust research
Get investment trust research direct to your inboxOnline and HL app dealing charges
Our dealing charges vary depending on how often you trade. There are no inactivity fees.
| Online | 0-9 deals in previous month |
10-19 deals in previous month |
20 or more deals in previous month |
| Charge | £11.95 per deal | £8.95 per deal | £5.95 per deal |
Please note, charges differ for phone and postal deals. Find out more about our charges.
Open an account and start dealing
You can trade and hold investment trusts in a choice of HL accounts.
Fund & Share dealing account
- Free to hold investment trusts
- No investment limits
- Minimum £1 to open
Stocks & Shares ISA
- 0.45% annual charge to hold investment trusts (maximum £45)
- Invest up to £20,000 this tax year
- Minimum £100 to open
You can also deal investment trusts within a SIPP (Self Invested Personal Pension).