Top 10 Investment Trusts

Which closed-end funds are favoured by Morningstar readers? We reveal the most popular investment trusts as voted for by you

David Holder 5 November, 2015 | 3:35PM

UK Equity Income funds have been the most popular areas for UK retail investment in eight of the last 12 months. Investors clearly remain very focused on the importance of deriving income from their investments. Whether it is from Murray International Trust, with a 5.33% yield, with its material weighting to Asia and Emerging Markets, The City of London Investment Trust yielding 3.93%, with its cautious approach to investment in predominantly UK equities or the concentrated and extremely patient approach followed at Finsbury Growth & Income Trust, yielding 2.07%, the trend is very clear.

Whilst all of these Morningstar Gold rated investment companies offer investors differing approaches to investment the one thing that they all have in common is that they benefit from some of the very best managers of their generation whom we continue to hold in very high regard at Morningstar.

Scottish Mortgage (SMT)

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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
Biotech Growth Ord1,386.00 GBX1.17
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
Scottish Mortgage Ord969.50 GBX1.20
Standard Life UK Smaller Co. Ord540.00 GBX1.50
Witan Ord188.00 GBX-0.21
Woodford Patient Capital Trust27.25 GBX-7.63

About Author

David Holder  is a senior investment research analyst at Morningstar

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