Investment trust select list
Our expert-chosen list of investment trusts from
across the market, considerate of price, potential,
management, and size.
Carefully chosen by our experts
Investment trusts offer great potential but can be tricky to understand. Knowing how to invest in investment trusts is important to anyone considering them as a place to put their money.
With over 300 trusts available, there are a lot of options to choose from. That’s why our experts have created a select list – carefully choosing trusts to help with your research.
- Balancing value and potential
We look at the charges associated with each trust, how this pairs with its performance, the size of the trust, and how investment decisions are made. - Performance and management
We consider the experience of the investment manager, their investment philosophy, approach to risk management, and how they plan to outperform the market. - Regularly monitored and updated
As stock markets fluctuate daily, our team of experts monitor whether trusts are trading at a discount or premium to their net asset value (NAV) and will review their place on the list if needed.
Our Select list is a short list of investment trusts carefully chosen by our experts but are not personal recommendations. Please make sure you read any factsheets or reports attached to a trust before investing. Investment trusts are structured differently to other funds, so please research them carefully before investing.
Investment trust select list
Important information: Investment trusts can trade at a premium or a discount to their net asset value (NAV). As stock market prices fluctuate day to day, and we’re taking a more long-term view, we’ll not make regular changes to the list based on the premium or discount. However, if a trust is consistently trading at a large discount or premium, we will review the trust’s place on this list.
How we manage our Investment trust select list
Our Investment trust select list has been carefully built, taking into consideration price, performance, size, and other criteria. The select list isn’t a personal recommendation and should only be used as a tool for research.
We regularly review our Investment trust select list to keep it up to date. This means adding and removing funds when we need to. Please keep in mind this list of changes is informational only, and not a personal recommendation to buy or sell these investment trusts.
January 2025
- Baillie Gifford US Growth Trust – Removed due to the high exposure to unlisted companies.
June 2024
- CC Japan Income & Growth - removed due to the fall in assets at the trust’s investment manager.
July 2023
- Bankers Investment Trust - removed due to a lack of conviction in its ability to meet its stated objectives.
- Troy Income & Growth - removed following a change in the process which needs more time to bed in before we can determine whether it is suitable for the list.
- Personal Assets Trust - this addition offers investors exposure to a multi asset vehicle, managed by a tried and tested management team that has flexibility to vary allocations to any of their 4 asset classes; shares, fixed income, precious metals and cash (cash like instruments).
June 2023
- Scottish Mortgage - removed due to issues over unlisted companies and challenges within the Board.
July 2021
- Securities Trust of Scotland - added to the list to provide a dedicated global equity income option.
April 2020
- Temple Bar - removed from the list following the announcement of a change of portfolio manager
Our expert investments team have more than 100 years’ combined experience managing funds. They’re tasked with combing through more than 400 investment trusts and making their selections. Meet our investments team and read more about their backgrounds.
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