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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.
| JPMorgan Chinese Investment Trust plc Ordinary 2 | 293.00 |  |
+13.07% |
| Edinburgh Dragon Trust plc 20p Ordinary Shares | 398.00 | |
+8.27% |
| Martin Currie Asia Unconstrained Trust plc Ordin... | 411.00 | |
+7.55% |
| Fidelity Asian Values Ordinary 25p | 434.00 | |
+6.81% |
| Aberdeen New Dawn Investment Trust plc Ordinary ... | 244.00 | |
+6.55% |
| JPMorgan Russian Securities Ordinary 1p | 684.00 | |
+36.80% |
| Montanaro European Smaller Companies Trust plc O... | 1,035.00 | |
+13.55% |
| BlackRock Greater Europe Investment Trust Ord 0.... | 377.00 | |
+6.82% |
| Fidelity European Values plc Ordinary 2.5p | 246.00 | |
+5.78% |
| Henderson Eurotrust plc Ordinary 5p | 1,135.00 | |
+0.67% |
| Martin Currie Global Portfolio Trust Ordinary 5p... | 287.00 | |
+11.07% |
| Mid Wynd International Investment Trust Plc ORD ... | 582.00 | |
+9.30% |
| Monks Investment Trust Ordinary 5p | 905.00 | |
+8.03% |
| Caledonia Investments plc Ordinary 5p | 3,050.00 | |
+7.39% |
| Brunner Investment Trust plc Ordinary 25p Shares | 820.00 | |
+5.51% |
| Capital Gearing Trust plc Ordinary 25p Shares | 4,340.00 | |
+5.31% |
| Fidelity Special Values Ordinary 5p | 253.50 |  |
-7.88% |
| Schroder UK Mid Cap Fund Ordinary 25p | 498.00 | |
-8.47% |
| Baillie Gifford UK Growth Fund Ordinary 25p | 173.00 | |
-9.43% |
| Mercantile Investment Trust Plc Ordinary 2.5p Sh... | 200.00 | |
-10.09% |
| Finsbury Growth & Income Trust plc Ordinary 25p ... | 919.00 | |
+9.26% |
| Murray Income Trust plc Ordinary 25p Shares | 822.00 | |
+5.08% |
| Dunedin Income Growth Investment Trust Ordinary | 263.00 | |
+2.53% |
| Troy Income & Growth Trust plc Ordinary 25p | 80.00 | |
+0.51% |
| City Of London Investment Trust Ordinary 25p Sha | 403.50 | |
-4.59% |
| BlackRock Throgmorton Trust plc Ordinary 5p Shar | 570.00 | |
+2.55% |
| Strategic Equity Capital plc Ordinary GBP 0.10 | 212.00 | |
-2.06% |
| Invesco Perpetual UK Smaller Cos Inv Tst Ord 20p | 510.00 | |
-4.22% |
| BlackRock Smaller Companies Trust Ordinary 25p S... | 1,406.00 | |
-5.41% |
| Standard Life UK Smaller Companies Trust plc Ord... | 464.00 | |
-8.86% |
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).