3 Gold Rated Trusts Catching Investors' Eye

What are the top three most popular investment trusts on Morningstar.co.uk? Readers prove savvy, selecting top-rated closed-end funds

Emma Wall 11 July, 2018 | 7:28AM

magnifying glass scrutiny investment trust closed end fund ideas find

What investment trusts are Morningstar.co.uk readers favouring this month? Global equity closed-end funds make up two of the top three – opting for a geographical diverse fund could be a reflection of concerns about the domestic market, or US valuations. The third most popular is a UK smaller companies trust, a contrarian choice as UK small and mid-sized companies have been out of favour since the Brexit vote. All three trusts hold a Morningstar Analyst Gold Rating.

Scottish Mortgage (SMT)

“The approach pursued here is unapologetically unconstrained and relatively concentrated, so investors can expect substantial divergence versus the index and peers,” says Morningstar analyst David Holder. “Indeed, the active share of 95% which suggests very little commonality with the benchmark.”

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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
BlackRock Smaller Companies Ord1,344.00 GBX4.67
Murray International Ord1,007.23 GBX2.88
Scottish Mortgage Ord740.00 GBX1.65

About Author

Emma Wall  is former Senior International Editor for Morningstar

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