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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.
| Pacific Horizon Investment Trust plc Ordinary 10... | 323.00 |  |
+9.77% |
| Pacific Assets Trust Ordinary 12.5p | 267.00 | |
+9.38% |
| Fidelity Asian Values Ordinary 25p | 405.00 | |
+8.05% |
| Schroder Asian Total Return Investment Company p... | 349.00 | |
+5.37% |
| Edinburgh Dragon Trust plc 20p Ordinary Shares | 363.00 | |
+4.57% |
| Jupiter Euro Opportunities Trust Ordinary 1p Sha | 862.00 | |
+28.37% |
| Montanaro European Smaller Companies Trust plc O... | 950.00 | |
+20.05% |
| BlackRock Greater Europe Investment Trust Ord 0.... | 357.00 | |
+9.53% |
| Fidelity European Values plc Ordinary 2.5p | 233.50 | |
+7.31% |
| JPMorgan Russian Securities Ordinary 1p | 512.00 | |
+5.32% |
| Syncona Limited Ordinary NPV | 277.50 | |
+62.48% |
| Edinburgh Worldwide Investment Trust Ordinary 5p | 984.00 | |
+51.97% |
| Scottish Mortgage Investment Trust Ordinary Shar... | 541.10 | |
+29.94% |
| Foreign & Colonial Investment Trust plc Ordinary... | 730.00 | |
+21.53% |
| Monks Investment Trust Ordinary 5p | 841.00 | |
+21.18% |
| Crystal Amber Fund Ltd Ordinary 1p | 226.00 | |
+24.46% |
| Fidelity Special Values Ordinary 5p | 273.00 | |
+13.99% |
| Hansa Trust plc Ordinary 5p | 1,050.00 | |
+12.95% |
| JPMorgan Mid Cap Investment Trust plc Ordinary 2... | 1,190.00 | |
+10.59% |
| Artemis Alpha Trust plc Ordinary 1p | 312.00 | |
+9.66% |
| Finsbury Growth & Income Trust plc Ordinary 25p ... | 824.00 | |
+13.81% |
| JPMorgan Claverhouse Investment Trust plc Ordina... | 756.00 | |
+12.39% |
| Merchants Trust plc Ordinary 25p | 500.00 | |
+5.77% |
| Schroder Income Growth Fund Ordinary 10p | 294.00 | |
+5.15% |
| Diverse Income Trust plc (The) Ordinary 0.1p | 105.00 | |
+4.93% |
| BlackRock Throgmorton Trust plc Ordinary 5p Shar | 556.00 | |
+26.48% |
| JPMorgan Smaller Companies Investment Trust Ordi... | 1,185.00 | |
+25.26% |
| Dunedin Smaller Companies Investment Trust Ordin... | 297.00 | |
+23.33% |
| Henderson Smaller Cos Investment Trust plc Ordin... | 916.00 | |
+18.30% |
| BlackRock Smaller Companies Trust Ordinary 25p S... | 1,455.00 | |
+17.03% |
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).