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

RiskNameAIC SectorAsset TypeAnalysisInvest now
L3Invesco Perpetual Enhanced IncomeGlobal High IncomeFixed Incomeour view
L3Henderson Diversified IncomeGlobal High IncomeFixed Incomeour view

Medium risk investment trusts

RiskNameAIC SectorAsset TypeAnalysisInvest now
M4Picton Property IncomeProperty Direct UKProperty
M4TR Property
Property SecuritiesEquityour view
M5F&C UK High Income Trust A   UK Equity and Bond IncomeEquity & Fixed Incomeour view
M5F&C UK High Income Trust B  UK Equity and Bond IncomeEquity & Fixed Incomeour view
M5LowlandUK Equity IncomeEquityour view
M5MonksGlobalEquityour view
M5RIT Capital Partners Flexible InvestmentEquityour view
M5Standard Life UK Smaller CompaniesUK Smaller CompaniesEquityour view
M5Temple BarUK Equity IncomeEquityour view
M5City of LondonUK Equity IncomeEquityour view
M5Foreign & ColonialGlobalEquityour view
M6Henderson European Focus
EuropeEquityour view
M6Jupiter European OpportunitiesEuropeEquityour view
M7JPM AmericanNorth America EquitiesEquityour view
M7JPM US Smaller CompaniesNorth American Smaller CompaniesEquityour view

Higher risk investment trusts

RiskNameAIC SectorAsset TypeAnalysisInvest now
H8Baille Gifford JapanJapan EquitiesEquityour view
H8Schroder AsiaPacificAsia Pacific excluding Japan EquitiesEquityour view
H9Genesis Emerging MarketsGlobal Emerging Markets EquitiesEquityour view
H9JPM Emerging MarketsGlobal Emerging Markets EquitiesEquityour view
H10BlackRock World Mining Commodities and Natural ResourcesEquityour view
H10HeraldSmall Media Comms & IT CompaniesEquityour view
H10HgCapitalPrivate Equity UK & EuropeEquityour view
H10Woodford Patient CapitalUK All CompaniesEquityour view
H10Worldwide HealthcareBiotechnology & HealthcareEquityour view
H10JPM IndiaEmerging MarketsEquityour 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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Best fund/stock pickers 2016

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