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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

Fidelity China Special Situations: August 2022 update

Lead Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, ESG integration, cost and performance of Fidelity China Special Situations PLC.

Kate Marshall

4 August 2022 6 m read

Category:Investment Trusts

Tritax – higher rents drive profits up

Half year operating profit rose 5.6% to £88.8m, driven by a 16.1% increase in net rental income that offset a reduction in Development Management Agre...

Matt Britzman

4 August 2022 5m read

Category:Investment Trusts

Schroder Asia Pacific Fund: July 2022 update

Lead Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, ESG integration, cost and performance of the Schroder Asia...

Kate Marshall

2 August 2022 7m read

Category:Investment Trusts

Real Estate Investment Trusts – an answer to beating inflation?

With inflation soaring, some investors are turning to Real Estate Investment Trusts. We look at what they offer investors and how to value them....

Laura Hoy

28 July 2022 6m 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)