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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 | 323.00 |  |
+32.32% |
| JPMorgan Asian Investment Trust Ordinary 25p | 377.00 | |
+11.87% |
| Aberdeen New Dawn Investment Trust plc Ordinary ... | 247.00 | |
+11.76% |
| Witan Pacific Investment Trust Ordinary 25p Shar | 334.00 | |
+10.96% |
| Schroder Asia Pacific Fund Ordinary 10p | 451.50 | |
+10.46% |
| JPMorgan Russian Securities Ordinary 1p | 698.00 | |
+35.27% |
| Montanaro European Smaller Companies Trust plc O... | 1,075.00 | |
+28.36% |
| BlackRock Greater Europe Investment Trust Ord 0.... | 390.00 | |
+20.00% |
| Fidelity European Values plc Ordinary 2.5p | 250.50 | |
+17.56% |
| Henderson Eurotrust plc Ordinary 5p | 1,150.00 | |
+12.62% |
| Brunner Investment Trust plc Ordinary 25p Shares | 876.00 | |
+22.53% |
| Monks Investment Trust Ordinary 5p | 932.00 | |
+22.16% |
| Mid Wynd International Investment Trust Plc ORD ... | 584.00 | |
+21.41% |
| Martin Currie Global Portfolio Trust Ordinary 5p... | 293.00 | |
+21.11% |
| Bankers Investment Trust plc Ordinary 25p Shares | 960.00 | |
+18.53% |
| Mercantile Investment Trust Plc Ordinary 2.5p Sh... | 259.00 | |
+48.49% |
| Schroder UK Mid Cap Fund Ordinary 25p | 614.00 | |
+34.06% |
| JPMorgan Mid Cap Investment Trust plc Ordinary 2... | 1,280.00 | |
+30.30% |
| Artemis Alpha Trust plc Ordinary 1p | 324.00 | |
+20.45% |
| Baillie Gifford UK Growth Fund Ordinary 25p | 194.00 | |
+18.60% |
| Temple Bar Investment Trust plc Ordinary 25p Sha | 1,416.00 | |
+22.34% |
| Dunedin Income Growth Investment Trust Ordinary | 284.00 | |
+20.34% |
| Murray Income Trust plc Ordinary 25p Shares | 872.00 | |
+19.45% |
| Merchants Trust plc Ordinary 25p | 526.00 | |
+17.45% |
| BMO Capital and Income Inv Trust Ordinary 25p Sh... | 332.00 | |
+16.70% |
| BlackRock Throgmorton Trust plc Ordinary 5p Shar | 654.00 | |
+48.31% |
| BlackRock Smaller Companies Trust Ordinary 25p S... | 1,638.00 | |
+41.03% |
| Standard Life UK Smaller Companies Trust plc Ord... | 576.00 | |
+39.81% |
| Henderson Smaller Cos Investment Trust plc Ordin... | 1,022.00 | |
+37.77% |
| Invesco Perpetual UK Smaller Cos Inv Tst Ord 20p | 602.00 | |
+34.83% |
Data provided by Factset, based over the last year and updated hourly Mon-Fri.
Investment trust research
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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).