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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. Schroder UK Public Private Trust Plc
|
| 4. City Of London Investment Trust
|
| 5. Monks Investment Trust
|
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 China Growth & Income Plc Ordinary 25p | 357.00 |  |
+33.27% |
| Fidelity China Special Situations PLC Ordinary S... | 243.50 | |
+14.49% |
| Aberdeen New India Investment Trust Ordinary 25p | 483.00 | |
+14.39% |
| Aberdeen New Dawn Investment Trust plc Ordinary ... | 257.00 | |
+12.74% |
| Asia Dragon Trust Plc 20p Ordinary Shares | 415.50 | |
+12.53% |
| JPMorgan Russian Securities Ordinary 1p | 746.00 | |
+43.68% |
| Montanaro European Smaller Companies Trust plc O... | 1,160.00 | |
+34.18% |
| European Opportunities Trust plc ORD GBP0.01 | 911.00 | |
+29.07% |
| BlackRock Greater Europe Investment Trust Ord 0.... | 422.00 | |
+28.21% |
| Fidelity European Values plc Ordinary 2.5p | 269.50 | |
+20.94% |
| Scottish Mortgage Investment Trust Ordinary Shar... | 645.00 | |
+32.60% |
| Martin Currie Global Portfolio Trust Ordinary 5p... | 324.00 | |
+27.84% |
| Monks Investment Trust Ordinary 5p | 1,016.00 | |
+25.12% |
| Mid Wynd International Investment Trust Plc ORD ... | 632.00 | |
+24.31% |
| Bankers Investment Trust plc Ordinary 25p Shares | 1,026.00 | |
+20.19% |
| Mercantile Investment Trust Plc Ordinary 2.5p Sh... | 276.50 | |
+39.85% |
| JPMorgan Mid Cap Investment Trust plc Ordinary 2... | 1,405.00 | |
+35.41% |
| Schroder UK Mid Cap Fund Ordinary 25p | 648.00 | |
+25.68% |
| Artemis Alpha Trust plc Ordinary 1p | 334.00 | |
+17.19% |
| Baillie Gifford UK Growth Fund Ordinary 25p | 199.00 | |
+13.01% |
| Murray Income Trust plc Ordinary 25p Shares | 920.00 | |
+22.45% |
| Dunedin Income Growth Investment Trust Ordinary | 300.00 | |
+20.24% |
| Finsbury Growth & Income Trust plc Ordinary 25p ... | 911.00 | |
+15.34% |
| INVESCO Income Growth Trust Ordinary 25p | 302.00 | |
+14.39% |
| BMO Capital and Income Inv Trust Ordinary 25p Sh... | 354.00 | |
+14.35% |
| Standard Life UK Smaller Companies Trust plc Ord... | 630.00 | |
+44.41% |
| BlackRock Throgmorton Trust plc Ordinary 5p Shar | 720.00 | |
+43.08% |
| Invesco Perpetual UK Smaller Cos Inv Tst Ord 20p | 620.00 | |
+34.33% |
| BlackRock Smaller Companies Trust Ordinary 25p S... | 1,780.00 | |
+34.29% |
| Henderson Smaller Cos Investment Trust plc Ordin... | 1,066.00 | |
+28.69% |
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).