Investment trusts can be tricky to understand – and risky to invest in. On this page, you'll find a guide and videos to help you get your head around them. And to aid your research, we’ve created an Investment trust select list.
Our investment specialists have analysed the investment trust market, looking at factors including price, performance and size to create a list of 19 investment trusts. You can learn exactly how we selected our list below. Or if you’d like to browse the full range of trusts on our website, use our Investment trust screener.
Remember that investment trusts can be riskier than other types of collective investments (such as funds and ETFs), and you should hold them for the longer term. Before investing you should make sure you understand about investing in investment trusts including how gearing, discounts and premiums can influence the price of investment trusts.
Please make sure you do your own research too. That includes reading factsheets and reports, as well as Key Information Documents. You can learn how much it costs to buy and hold investment trusts on our charges and rates page.
Investment trust select list
|Name||Sector||Ongoing charge||3 yr return||Yield||Discount / Premium|
|Baillie Gifford Japan||Japan||0.68||9.58||0.42||3.50|
|Baillie Gifford US Growth||North America||0.75||43.47||0.00||3.40|
|CC Japan Income & Growth||Japan||1.04||-1.42||3.24||-7.98|
|City of London||UK equity||0.36||1.48||4.94||2.45|
|Fidelity China Special Situations||Asia (ex Japan)||0.99||22.66||1.00||-2.98|
|Fidelity European||Europe (ex UK)||0.86||13.06||2.23||-5.80|
|Fidelity Special Values||UK equity||0.98||4.77||2.07||1.88|
|Invesco Asia||Asia (ex Japan)||1.02||13.50||3.99||-9.06|
|JPMorgan Emerging Markets||Global emerging markets||0.95||17.15||1.08||-3.08|
|JPMorgan Global Emerging Markets Income||Global emerging markets||1.16||9.53||3.47||-6.23|
|Polar Capital Technology||Technology||0.93||24.65||0.00||-5.63|
|Schroder AsiaPacific||Asia (ex Japan)||0.9||13.75||1.28||-7.43|
|Standard Life UK Smaller Companies||UK smaller companies||1.28||11.62||1.17||-7.28|
|Troy Income & Growth||UK equity||0.89||2.68||2.63||-1.64|