Investment Trusts - The Share Centre's Preferred List

Please remember: Our website can help you make informed decisions, not provide personalised advice. If your investments fall in value, you could lose money.
Tax allowances and the benefits of tax-efficient accounts could change.

Investment trusts:
Our preferred list

Want help choosing the best investment trusts for you? The investment trusts below are handpicked by our analysts for their strong management and low costs.

Lower risk investment trusts

Risk Name AIC Sector Asset Type Analysis Invest now
L3 Invesco Perpetual Enhanced Income Global High Income Fixed Income our view
L3 Henderson Diversified Income Global High Income Fixed Income our view

Medium risk investment trusts

Risk Name AIC Sector Asset Type Analysis Invest now
M4 Picton Property Income Property Direct UK Property
M4 TR Property
Property Securities Equity our view
M5 F&C UK High Income Trust A    UK Equity and Bond Income Equity & Fixed Income our view
M5 F&C UK High Income Trust B   UK Equity and Bond Income Equity & Fixed Income our view
M5 Lowland UK Equity Income Equity our view
M5 Monks Global Equity our view
M5 RIT Capital Partners  Flexible Investment Equity our view
M5 Standard Life UK Smaller Companies UK Smaller Companies Equity our view
M5 Temple Bar UK Equity Income Equity our view
M5 City of London UK Equity Income Equity our view
M5 Foreign & Colonial Global Equity our view
M6 Henderson European Focus
Europe Equity our view
M6 Jupiter European Opportunities Europe Equity our view
M7 JPM American North America Equities Equity our view
M7 JPM US Smaller Companies North American Smaller Companies Equity our view

Higher risk investment trusts

Risk Name AIC Sector Asset Type Analysis Invest now
H8 Baille Gifford Japan Japan Equities Equity our view
H8 Schroder AsiaPacific Asia Pacific excluding Japan Equities Equity our view
H9 Genesis Emerging Markets Global Emerging Markets Equities Equity our view
H9 JPM Emerging Markets Global Emerging Markets Equities Equity our view
H10 BlackRock World Mining  Commodities and Natural Resources Equity our view
H10 Herald Small Media Comms & IT Companies Equity our view
H10 HgCapital Private Equity UK & Europe Equity our view
H10 Woodford Patient Capital UK All Companies Equity our view
H10 Worldwide Healthcare Biotechnology & Healthcare Equity our view
H10 JPM India Emerging Markets Equity our view

Our investment research analysts draw on a range of news, analysis and research tools to provide the fundamental data for their views when selecting investment trusts for our preferred range. The team of analysts meet with the relationship managers and on occasion the teams directly responsible for running the funds. This allows our analysts to better understand their style, process, philosophy, resources, capabilities and experience. The team also use filter tools, which involve the use of a number of statistical ratios and performance data to narrow down the decision-making process.

To find out more about how we arrive at our views on investments and risk, please read our Investment Research Policy.

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