Interactive Investor

Top investment trusts

View the best performing and most popular investment trusts over various timeframes. 

Please remember, investment value can go up or down and you could get back less than you invest. The value of international investments may be affected by currency fluctuations which might reduce their value in sterling.

Best performing investment trusts

Below are the top performing investment trusts up to 1 May 2024. For a more comprehensive overview of fund, investment trust and ETF performance, read our latest update.

The data - updated on or around the 15th of every month - is provided by Morningstar, a global financial services firm. interactive investor accepts no responsibility for any inaccuracies in the data.

Prices, information, data, analyses and opinions provided by Morningstar © 2023 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein: (1) include the proprietary information of Morningstar and its content providers; (2) may not be copied or redistributed except as specifically authorised; (3) do not constitute investment advice; (4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from data published on various dates. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don’t make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.

How to use the data

The tables showcase the best performing investment trusts across the entire investment trust universe. As such, you may see more specialist investment trust types feature as the best performing investment trusts across the various timeframes. 

Such investment trusts tend to invest in a single country, sector or commodity, and may be more suitable for adventurous investors with a long timeframe. 

Investment trusts can be held in an ISA, SIPP, and other investment accounts. Tax treatment depends on your individual circumstances and may be subject to change.

Please remember that past performance is not a guide to future performance. The tables simply offer a snapshot of the best-performing funds over time. When doing your research, it makes sense to look at an even greater variety of time periods to assess performance across different market conditions. It is also a good idea to look at performance on a yearly basis in order to ensure good long-term performance is not just the result of one outstanding year. 

Investment trust performance figures – also bear in mind 

The performance figures show the total return in sterling unless otherwise specified. Figures are calculated on a share price total return basis. 

Like funds (open-ended investment companies or unit trusts), investment trusts are a pooled investment that invest in a 'basket' of underlying assets such as equities, bonds or property; but unlike funds, trusts are listed on the London Stock Exchange and their share prices go up and down according to investor demand and supply.

Therefore, one of the key differences compared to funds is that there are two 'layers' of activity: the performance of the underlying investments (the net asset value) held in the investment trust, and its share price.

Choosing the right investment trusts for your portfolio

There are around 400 investment trusts available to UK investors – so finding the best investment trusts can be difficult. .

As well as fund performance over time, you should consider your investment goals and appetite for risk. 

In general, five years is the minimum recommended period for investing in funds, as the stock market can be unpredictable in the short term.

Investment trusts

Find out about investing in trusts and explore our range of tools, filters and ready-made selections.

Trading account

Buy investment trusts with our Trading account - our flexible account, where you can invest in all markets in the way you want.

Choose an account

Investment trusts can be held in a SIPP, ISA, Junior ISA or Trading account. Choose an account which meets your needs.

Important information

Our most popular investments should not be taken as personal recommendations to buy or sell a particular stock or fund, and are not intended to provide advice.

The value of your investments can fall as well as rise and you may not get back all the money that you invest. Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future.