Top 10 Investment Trusts in May

European trusts and closed-end funds investing in small and mid sized companies prove popular with Morningstar.co.uk readers in May

Karen Kwok 12 June, 2017 | 3:31PM

Closed-end funds investors are looking to profit from the recent European equities rally – as evidenced by the Gold Rated Jupiter European Opportunities Trust (JEO) coming second in the most popular investment trusts list last month.

It followed the Gold Rated Scottish Mortgage Investment Trust (SMT), which has been the most viewed trust on Morningstar.co.uk for the past 11 months in a row.

The victory for pro-European centrist candidate Emmanuel Macron in the French Election sparked a strong rally among European assets and the euro. French equities unsurprisingly rallied, although the returns were in line with Germany and behind the peripheral members including Greece, Italy and Portugal, said Mark Preskett, senior investment consultant at Morningstar Investment Management.

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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
Biotech Growth Ord1,296.00 GBX1.89
BlackRock Smaller Companies Ord1,324.00 GBX2.48
City of London Ord343.20 GBX0.79
F&C Investment Trust Ord690.68 GBX0.53
Finsbury Growth & Income Ord835.00 GBX0.97
Henderson Smaller Companies Ord783.30 GBX0.81
Jupiter European Opportunities Ord698.80 GBX0.55
Murray International Ord1,002.74 GBX0.78
Scottish Mortgage Ord837.02 GBX1.58
Woodford Patient Capital Trust25.68 GBX0.72

About Author

Karen Kwok

Karen Kwok  is a Reporter for Morningstar.co.uk

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