10 Most Popular Investment Trusts in Q3

Discover which investment trusts have been on other investors' radars over the summer months

Holly Cook 7 October, 2013 | 1:07PM

Investors appear to have used the seasonally-quiet summer months of 2013 as an opportunity to continue their hunt for, and research of, investment trusts. Morningstar.co.uk has recorded strong footfall on our investment trust pages, with many of the usual suspects appearing in our top ten most researched trusts by website users in the third quarter. 

"While there is variety among the income targets of these funds, with the likes of JEO aiming for total return rather than a fixed income yield, all trusts have a demonstrable track record in delivering steady incremental dividend growth on which investors can rely," says Morningstar director of closed-end fund research Jackie Beard. 

Compared to the previous quarter, Personal Assets Trust (PNL) and Scottish Oriental Smaller Companies Trust (SST) have both dropped out of the top ten, to be replaced by Temple Bar, which offers exposure to UK large caps, and Acorn Income, a trust investing in small caps.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Aberdeen Standard Asia Focus Ord1,050.00 GBX1.94
Acorn Income Fund Ord264.50 GBX-0.56
City of London Ord322.00 GBX0.00
Edinburgh Investment Ord454.50 GBX-0.76
Finsbury Growth & Income Ord857.00 GBX-0.35
Jupiter European Opportunities Ord679.00 GBX-0.15
Murray International Ord965.00 GBX-0.21
Perpetual Income & Growth Ord222.00 GBX0.00
Scottish Mortgage Ord969.50 GBX1.20
Temple Bar Ord690.00 GBX-0.72

About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites

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