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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. Woodford Patient Capital Trust PLC
|
| 3. Fidelity China Special Situations PLC
|
| 4. City Of London Investment Trust
|
| 5. RIT Capital Partners 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.
| Fidelity Asian Values Ordinary 25p | 405.00 |  |
+6.65% |
| Pacific Assets Trust Ordinary 12.5p | 260.00 | |
+5.37% |
| Pacific Horizon Investment Trust plc Ordinary 10... | 306.00 |  |
-3.94% |
| Aberdeen New India Investment Trust Ordinary 25p | 428.00 | |
-5.32% |
| Edinburgh Dragon Trust plc 20p Ordinary Shares | 349.00 | |
-5.76% |
| Montanaro European Smaller Companies Trust plc O... | 850.00 | |
+6.92% |
| JPMorgan Russian Securities Ordinary 1p | 510.00 | |
+2.46% |
| Jupiter European Opportunities Trust Ordinary 1p... | 720.00 | |
+1.33% |
| BlackRock Greater Europe Investment Trust Ord 0.... | 318.00 | |
-2.53% |
| Fidelity European Values plc Ordinary 2.5p | 214.00 | |
-3.57% |
| Syncona Limited Ordinary NPV | 269.50 | |
+47.91% |
| Edinburgh Worldwide Investment Trust Ordinary 5p | 810.00 | |
+16.77% |
| F&C Investment Trust plc Ordinary 25p | 674.00 | |
+7.36% |
| Scottish Mortgage Investment Trust Ordinary Shar... | 470.35 | |
+4.05% |
| RIT Capital Partners plc Ordinary GBP1 | 1,996.00 | |
+2.88% |
| Crystal Amber Fund Ltd Ordinary 1p | 210.00 | |
+17.26% |
| Capital Gearing Trust plc Ordinary 25p Shares | 4,050.00 | |
+2.65% |
| Fidelity Special Values Ordinary 5p | 245.00 | |
+0.15% |
| Artemis Alpha Trust plc Ordinary 1p | 290.00 | |
-1.84% |
| Hansa Trust plc Ordinary 5p | 1,000.00 | |
-3.17% |
| Finsbury Growth & Income Trust plc Ordinary 25p ... | 763.00 | |
+1.72% |
| Merchants Trust plc Ordinary 25p | 471.00 | |
-0.42% |
| JPMorgan Claverhouse Investment Trust plc Ordina... | 690.00 | |
-1.06% |
| Value & Income Trust plc Ordinary 10p Shares | 264.00 | |
-2.39% |
| Troy Income & Growth Trust plc Ordinary 25p | 74.60 | |
-3.97% |
| BlackRock Throgmorton Trust plc Ordinary 5p Shar | 476.00 | |
+3.86% |
| JPMorgan Smaller Companies Investment Trust Ordi... | 984.00 | |
-2.15% |
| Henderson Smaller Cos Investment Trust plc Ordin... | 814.00 | |
-2.53% |
| Montanaro Uk Smaller Cos Investm Tr ORD GBP0.02 | 112.00 | |
-2.93% |
| BlackRock Smaller Companies Trust Ordinary 25p S... | 1,235.00 | |
-3.26% |
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).