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

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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Amazon.com Inc1,949.72 USD-0.72
BlackRock Smaller Companies Ord1,120.00 GBX11.55
Dechra Pharmaceuticals PLC2,352.00 GBX2.35
Edinburgh Worldwide Ord180.20 GBX4.77
Ferrari NV152.57 USD-1.11
Invesco Asia Ord229.00 GBX9.05
JPMorgan Global Emerg Mkts Inc Ord98.80 GBX2.49
JPMorgan Indian Ord443.00 GBX4.36
Kering SA526.17 CHF0.00
Montanaro European Smaller Ord880.00 GBX11.11
Murray International Ord866.00 GBX1.29
Netflix Inc375.50 USD1.22
Ocado Group PLC1,220.00 GBX-1.29
Robert Walters PLC293.00 GBX1.03
Scottish Mortgage Ord573.50 GBX2.32
The Kroger Co30.12 USD1.59
Worldwide Healthcare Ord2,920.00 GBX3.36

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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