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Investment Trusts

What are investment trusts?

An investment trust is a type of fund set up as a company, so its shares can be bought and sold on the stock exchange. They aim to make money for their shareholders by investing in a portfolio of shares, property or other assets, chosen and run by the investment manager. When you buy a share you are buying a slice of the trust’s underlying portfolio.

You should only invest in investment trusts if you have the time and know-how to select and maintain a diversified portfolio to help reduce risk.

Our website does not give personal advice. Ultimately all investments and the income they produce can fall as well as rise in value so you could get back less than you invest. If you’re unsure where to invest, ask for advice.

Find investment trusts

Investment trust research

To help you navigate the investment trust market, our Research team regularly review and provide updates on our clients' most popular holdings. This is not a guide to how you should invest, you will need to make your own investment decisions based on your aims and attitude to risk.


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Trusts under research and analysis

Investment trust Price

Data provided by Factset and updated hourly Mon-Fri.

Research updates

Category:Investment Trusts

Bankers Investment Trust: February 2021 update

In this investment trust update, Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of the Bankers Investment Trust plc.

Dominic Rowles

24 February 2021 5 m read

Category:Investment Trusts

Edinburgh Worldwide Investment Trust: February 2021 Update

In this investment trust update, Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of the Edin...

Joseph Hill

17 February 2021 6m read

Category:Investment Trusts

Schroder UK Public Private Trust: December update 2020

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of the Schroder UK Public Private Trust....

Josef Licsauer

6 January 2021 5m read

Category:Investment Trusts

Five investment trusts to watch in 2021

Emma Wall, Head of Investment Analysis, shares five investment trust ideas that could be worth keeping an eye on....

Emma Wall

30 December 2020 8m read

Open an account and start dealing

You can trade and hold investment trusts in a choice of HL accounts.

Fund and Share Account

  • Free to hold investment trusts
  • No investment limits
  • Minimum £1 to open

Find out more

Stocks and Shares ISA

  • 0.45% annual charge to hold investment trusts (maximum £45)
  • Invest up to £20,000 this tax year
  • Minimum £100 to open

Find out more

You can also deal investment trusts within a SIPP (Self-Invested Personal Pension)