Investment Trusts
Featured
More In Investment Trusts
Why This Gold-Rated Trust Is Shunning US Stocks
While US equities continue to hit record highs, Capital Gearing Trust says investors are overlooking the biggest risks facing markets.
The Worst-Performing Investment Trusts in August
Residential Secure Income was the worst performer last month, falling 65%.
Why Are So Many UK Investment Trusts Shutting Down?
Industry experts predict more change for the sector, but some argue that a shakeup is long overdue.
The Best- and Worst-Performing Investment Trusts in Q2
A strong quarter for global equity markets was reflected in gains for technology and Asia-focused investment trusts.
What Are Venture Capital Trusts, and Should You Invest in Them?
VCTs invest in small, high-growth UK businesses that are often unquoted, taking advantage of tax breaks.
Personal Assets Trust Takes Defensive Stance as Markets Hit Record Highs
Capital preservation trust has 36% of its portfolio in equities, 30% in index-linked bonds, 9% in gold, and the rest in liquid assets.
TR Property Investment Trust Warns of Iran Impact on Inflation and Interest Rates
Commercial property investment trust manager Marcus Phayre-Mudge says that geopolitical events are dictating market sentiment.
SpaceX IPO: Which UK Investment Trusts Have Most Exposure?
SpaceX is the largest holding in the UK’s biggest investment trust, Scottish Mortgage.
The Best- and Worst-Performing Investment Trusts in May
The majority of UK-listed investment trusts posted positive returns last month.
The Best UK Funds to Hold for the Next 10 Years: Top Analyst Picks
From contrarian value to dividend income, these high-conviction strategies—including funds from Fidelity and JPMorgan—stand out for long-term UK stock market exposure.
The Best and Worst Performing Investment Trusts in April
A recovery in equity markets meant almost all UK-listed investment trusts posted positive returns last month.
Will SSE, Centrica, and National Grid Shares Rise as the UK Accelerates Renewable Energy?
In the face of the Iran war, government plans to expand renewables and cut reliance on gas are reshaping the outlook for utility stocks.
Mark Mobius, Legendary Emerging-Markets Investor, Dies at 89
The intrepid Templeton investor pioneered emerging-market investing.
The Best and Worst Performing Investment Trusts in Q1
War-driven declines in equity markets sent many investment trusts into negative territory in the first quarter.
The Worst-Performing Investment Trusts in February 2026
Private equity trusts dominate the list of worst performers last month.
The Best-Performing Investment Trusts in February 2026
Private equity investment trusts dominated the list of best performers again.
The Best and Worst Performing Investment Trusts in January 2026
Private equity investment trusts were among both the best and worst performers.
3i Shares Jump as Major Holding Performs Again
UK’s largest investment trust has added to its already large position in European retailer Action.
Which UK Investment Trusts Hold SpaceX Shares?
Four Baillie Gifford investment trusts have heavy exposure to Elon Musk’s space company ahead of a potential 2026 IPO.
Nick Train Survives Crunch Vote After Overwhelming Backing From Investors
Five-year underperformance of the popular UK investment trust overshadows AGM.
