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. 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.
| Pacific Assets Trust Ordinary 12.5p | 275.00 |  |
+6.73% |
| Fidelity Asian Values Ordinary 25p | 413.00 | |
+5.74% |
| Aberdeen Asia Focus Investment Trust Ordinary 25 | 1,025.00 |  |
-0.47% |
| Edinburgh Dragon Trust plc 20p Ordinary Shares | 366.00 | |
-4.64% |
| Aberdeen New India Investment Trust Ordinary 25p | 434.00 | |
-7.17% |
| Montanaro European Smaller Companies Trust plc O... | 845.00 | |
+0.59% |
| JPMorgan Russian Securities Ordinary 1p | 532.00 | |
-2.39% |
| BlackRock Greater Europe Investment Trust Ord 0.... | 320.00 | |
-4.97% |
| Jupiter European Opportunities Trust Ordinary 1p... | 751.00 | |
-5.35% |
| Fidelity European Values plc Ordinary 2.5p | 213.50 | |
-7.53% |
| Syncona Limited Ordinary NPV | 258.50 | |
+22.17% |
| Edinburgh Worldwide Investment Trust Ordinary 5p | 810.00 | |
+6.86% |
| Caledonia Investments plc Ordinary 5p | 2,975.00 | |
+4.91% |
| Scottish Mortgage Investment Trust Ordinary Shar... | 468.80 | |
+1.66% |
| RIT Capital Partners plc Ordinary GBP1 | 1,960.00 | |
+0.10% |
| Capital Gearing Trust plc Ordinary 25p Shares | 4,060.00 | |
+4.07% |
| Crystal Amber Fund Ltd Ordinary 1p | 210.00 | |
+3.37% |
| Hansa Trust plc Ordinary 5p | 1,040.00 | |
+1.92% |
| Fidelity Special Values Ordinary 5p | 246.00 | |
-8.24% |
| Artemis Alpha Trust plc Ordinary 1p | 278.00 | |
-10.43% |
| Finsbury Growth & Income Trust plc Ordinary 25p ... | 765.00 | |
+0.92% |
| Merchants Trust plc Ordinary 25p | 466.00 | |
-7.28% |
| Temple Bar Investment Trust plc Ordinary 25p Sha | 1,226.00 | |
-7.53% |
| Murray Income Trust plc Ordinary 25p Shares | 740.00 | |
-7.71% |
| Troy Income & Growth Trust plc Ordinary 25p | 72.60 | |
-7.81% |
| BlackRock Throgmorton Trust plc Ordinary 5p Shar | 486.00 | |
-0.92% |
| BlackRock Smaller Companies Trust Ordinary 25p S... | 1,295.00 | |
-4.74% |
| Henderson Smaller Cos Investment Trust plc Ordin... | 806.00 | |
-10.00% |
| Montanaro Uk Smaller Cos Investm Tr ORD GBP0.02 | 106.02 | |
-11.33% |
| Aberforth Smaller Companies Trust Ordinary 1p Sh... | 1,202.00 | |
-12.48% |
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).