5 Best Investment Trusts of 2018

Two Baillie Gifford closed-end funds are the best performing trusts of 2018, while emerging market funds continued to struggle

David Brenchley 20 July, 2018 | 7:26AM
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Amazon Prime, Technology stocks, stock market, Amazon share price, Scottish Mortgage, investment trusts

Buoyed by the exceptional performance of large-cap US stocks and tech companies, two Baillie Gifford closed-end funds are the best-performing Morningstar rated investment trusts year to date.

Elsewhere, smaller company offerings performed well, with healthcare and biotech stocks getting a reprieve after a difficult time during the US election campaign back in late 2016.

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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
Amazon.com Inc3,151.94 USD0.00Rating
BlackRock Smaller Companies Ord1,854.14 GBP-0.85Rating
Dechra Pharmaceuticals PLC3,934.00 GBP0.00
Edinburgh Worldwide Ord301.54 GBP-1.13Rating
Ferrari NV195.57 USD0.00Rating
Invesco Asia Ord362.50 GBP-0.14Rating
JPMorgan Global Emerg Mkts Inc Ord142.75 GBP-0.35Rating
JPMorgan Indian Ord677.12 GBP-1.29Rating
Kering SA526.17 CHF0.00
Montanaro European Smaller Ord1,635.02 GBP-0.30Rating
Murray International Ord1,166.16 GBP-1.17Rating
Netflix Inc484.98 USD0.00Rating
Ocado Group PLC1,940.00 GBP0.00Rating
Robert Walters PLC678.00 GBP0.00
Scottish Mortgage Ord1,070.05 GBP-0.69Rating
The Kroger Co36.63 USD0.00Rating
Worldwide Healthcare Ord3,550.01 GBP0.14Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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