Gold Rated Top Performing Trusts

These three investment trusts have not only earned the top Gold rating from analysts, but they have also outperformed their peers resulting in a five star status

Emma Wall 10 February, 2015 | 4:48PM
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This article is part of Morningstar’s Guide to Investment Trusts, highlighting the benefits of these unique investment vehicles – busting the investment trust jargon, revealing potential pitfalls and celebrating those experienced managers who have earned the top ranking from Morningstar fund analysts.

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These three investment trusts have been rated Gold by Morningstar analysts, meaning Morningstar analysts think highly of the fund and expect it to outperform over a full market cycle of at least five years. Unlike the backward-looking Morningstar star rating, which assigns one to five stars based on a fund’s past risk- and load-adjusted returns versus category peers, the analyst rating is the summary expression of Morningstar’s forward-looking analysis of a fund.

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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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Aberdeen Standard Asia Focus Ord1,390.00 GBX-0.71Rating
Baillie Gifford Japan Ord1,070.00 GBX-2.73Rating
Finsbury Growth & Income Ord878.00 GBX-2.34

About Author

Emma Wall  is former Senior International Editor for Morningstar

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