Investment trusts

Choose from over 150 investment trusts to diversify your portfolio.

4.7
4.6


When you invest, your capital is at risk.

See our full pricing table.

What is an investment trust?

An investment trust is an actively managed fund, with a fund manager investing in a portfolio of shares, property or other assets according to the objectives of the fund. 

Investment trusts can provide an excellent opportunity for portfolio diversification across geographical areas and market sectors, as well as more niche opportunities like private equity.

Benefits of investment trusts

Consistent income
Many investment trusts pay steady dividends due to their ability to hold back up to 15% of the income generated every year, to help top up income payments in leaner years.
Expert management
Investment trusts are overseen by a board of directors, which ensures that the fund is managed in line with shareholders’ interests.
Diversification
You have access to a wide range of assets with just one investment.
Long term strategy
Over the long term, investment trusts tend to outperform other funds.
Gearing
Investment trusts are allowed to borrow to invest (gearing), which can increase gains.

What to consider when investing in investment trusts

Costs

Investment trusts tend to be more expensive than ETFs, to account for the research and management costs.

Not being in charge

You can potentially lose some of your money if the fund manager doesn’t make the right choices.

Gearing

Gearing can bring a positive outcome; however, it becomes a risk if the borrowed money is not invested wisely.

Data protected

Like all funds, investment trusts can rise and fall in value. However, they can be more volatile than other assets due to supply and demand.

01

FCA authorised

We are authorised and regulated by the FCA.

02

FSCS protected

Your funds are protected by the FSCS scheme up to £85,000.

03

Segregated accounts

We keep client funds and assets in segregated bank accounts.

04

Data protected

We follow industry best practices to protect your data at all times.

Most purchased investment trusts

The below table is highlighting the top ten investment trusts on Freetrade by value of their holdings.
Data updated on the 3rd of December 2020. When you invest, your capital is at risk.

Rank

Investment trust

Ticker

AIC Sector

1 Scottish Mortgage Investment Trust plc SMT Global
2 Polar Capital Technology Trust plc PCT Technology & Media
3 City of London Investment Trust plc CTY UK Equity Income
4 Smithson Investment Trust plc SSON Global Smaller Companies
5 Allianz Technology Trust plc ATT Technology & Media
6 JPMorgan Emerging Markets Investment Trust plc JMG Global Emerging Markets
7 Baillie Gifford US Growth Trust USA North America
8 Monks Investment Trust plc MNKS Global
9 BMO Commercial Property Trust plc BCPT Property - UK Commercial
10 Blackrock Smaller Companies Trust plc BRSC UK Smaller Companies

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When you invest, your capital is at risk.

See our full pricing table.

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