5 Top Performing Trusts of 2015

Which investment trusts have outperformed their counterparts in 2015? And which of the top performers are highly rated - meaning they could go on delivering next year?

Emma Wall 29 December, 2015 | 2:11PM
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Which investment trusts delivered top returns to shareholders in 2015? Closed-end funds invested in smaller companies across developed markets topped the performance charts – but will they live to fight another day?

Savvy investors after all know past performance is no indicator of future returns – however a Gold, Silver or Bronze Morningstar Analyst Rating is. Trusts with a positive medal rating are deemed more likely to outperform their peer group across the medium term. Using the free Morningstar Investment Trust Screener we have identified the best performing closed-end funds of 2015, and then filtered out those that analysts do not have conviction in. As a result here are the five highest rated, best performing funds of 2015.

Standard Life UK Smaller Companies (SLS)

Return YTD: 37%

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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
BlackRock Smaller Companies Ord1,985.20 GBP-0.99Rating
BlackRock Throgmorton Trust Ord911.46 GBP-2.20Rating
European Opportunities Trust798.24 GBP-1.69Rating
Montanaro European Smaller Ord210.22 GBP-0.84Rating
Standard Life UK Smaller Co. Ord716.01 GBP-0.28Rating

About Author

Emma Wall  is former Senior International Editor for Morningstar