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Investment Trusts

What are investment trusts?

An investment trust is a type of fund set up as a company, so its shares can be bought and sold on the stock exchange. They aim to make money for their shareholders by investing in a portfolio of shares, property or other assets, chosen and run by the investment manager. When you buy a share you are buying a slice of the trust’s underlying portfolio.

You should only invest in investment trusts if you have the time and know-how to select and maintain a diversified portfolio to help reduce risk.

Our website does not give personal advice. Ultimately all investments and the income they produce can fall as well as rise in value so you could get back less than you invest. If you’re unsure where to invest, ask for advice.

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Investment trust research

To help you navigate the investment trust market, our Research team regularly review and provide updates on our clients' most popular holdings. This is not a guide to how you should invest, you will need to make your own investment decisions based on your aims and attitude to risk.


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Trusts under research and analysis

Investment trust Price

Data provided by Factset and updated hourly Mon-Fri.

Research updates

Category:Investment Trusts

Merchants Trust: May 2021 update

Senior Investment Analyst David Holder shares our analysis on the manager, process, culture, cost and performance of Merchants Trust.

David Holder

6 May 2021 6 m read

Category:Investment Trusts

3 investment trust ideas for income

Income has been hard to come by over the last year, but things are starting to look up. Here are 3 investment trusts to consider for income....

Dominic Rowles

28 April 2021 6m read

Category:Investment Trusts

Baillie Gifford Shin Nippon plc: April 2021 update

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of Baillie Gifford Shin Nippon plc....

Josef Licsauer

27 April 2021 4m read

Category:Investment Trusts

Fundsmith Emerging Equities Trust: April 2021 update

In this investment trust update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of...

Kate Marshall

23 April 2021 6m read

Open an account and start dealing

You can trade and hold investment trusts in a choice of HL accounts.

Fund and Share Account

  • Free to hold investment trusts
  • No investment limits
  • Minimum £1 to open

Find out more

Stocks and Shares ISA

  • 0.45% annual charge to hold investment trusts (maximum £45)
  • Invest up to £20,000 this tax year
  • Minimum £100 to open

Find out more

You can also deal investment trusts within a SIPP (Self-Invested Personal Pension)