Should investment trusts win a place in your portfolio?

Investment trusts have been the bedrock of many seasoned investor portfolios for decades. But with rising interest rates and the rapid growth of ETFs, how can they compete today?

15th May 2026 10:10

by the interactive investor team from interactive investor

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Investment trusts have been the bedrock of many seasoned investor portfolios for decades. But with rising interest rates and the rapid growth of exchange-traded funds (ETFs), how can they compete today? 

The panel explore the advantages of investment trusts, their outlook in the current market, and how they can attract the next generation of investors. 

Panel: 
Kyle Caldwell, funds and investment education editor, interactive investor
Katya Gorbatiouk, head of investment funds, London Stock Exchange 
Christian Pittard, head of closed end funds, Aberdeen 
Andrew Lister, director, portfolio manager/analyst, Lazard Asset Management.

This webinar is for experienced investors looking for practical insights.

These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.

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