Investments

Top investment trusts

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

Best performing investment trusts

Below are the top performing investment trusts up to 1 February 2020. For a more comprehensive overview of fund, investment trust and ETF performance, read our latest update.

The data is provided by Morningstar, a global financial services firm. interactive investor accepts no responsibility for any inaccuracies in the data.

 

Total return %

Tiger Royalties and Invts

100.0

Drumz

49.5

St Peter Port Capital

34.6

Schiehallion Fund

27.5

RiverFort Global Opportunities

24.4

RTW Venture

18.6

Weiss Korea Opportunity

18.5

Value and Indexed Property Income Trust

16.8

Miton UK Microcap

16.7

BMO Real Estate Invts

16.4

 

Total return %

All Active Asset Capital

134.2

Tiger Royalties and Invts

115.4

British & American Invt Trust

71.1

Electra Private Equity

62.3

Geiger Counter

56.7

Aberforth Split Level Income Trust

53.9

Chelverton UK Dividend Trust

52.4

Value and Indexed Property Income Trust

51.7

RiverFort Global Opportunities

50.0

Weiss Korea Opportunity

46.1

 

Total return %

All Active Asset Capital

300.0

Tiger Royalties and Invts

154.5

Weiss Korea Opportunity

67.9

Chelverton UK Dividend Trust

62.1

Baillie Gifford US Growth Trust

61.3

River and Mercantile UK Micro Cap Invt Company

60.8

Jupiter Green Invt Trust

58.0

Baillie Gifford China Growth Trust

57.5

JPMorgan China Growth & Income

56.3

EPE Special Opportunities

54.9

 

Total return %

All Active Asset Capital

4350.0

RiverFort Global Opportunities

1500.0

Tiger Royalties and Invts

154.5

JPMorgan China Growth & Income

135.4

Baillie Gifford US Growth Trust

128.8

Pacific Horizon Invt Trust

127.9

Scottish Mortgage Invt Trust

117.0

Fidelity China Special Situations

92.7

Edinburgh Worldwide Invt Trust

90.4

Weiss Korea Opportunity

88.9

 

Total return %

RiverFort Global Opportunities

674.2

All Active Asset Capital

345.0

Scottish Mortgage Invt Trust

180.8

Pershing Square Holdings

149.5

Edinburgh Worldwide Invt Trust

144.8

Allianz Technology Trust

138.7

JPMorgan China Growth & Income

131.2

Pacific Horizon Invt Trust

127.9

HgCapital Trust

98.7

The Biotech Growth Trust

96.8

 

Total return %

Scottish Mortgage Invt Trust

543.7

Allianz Technology Trust

448.2

JPMorgan China Growth & Income

437.7

Polar Capital Technology Trust

383.0

Pacific Horizon Invt Trust

376.5

Edinburgh Worldwide Invt Trust

370.2

Fidelity China Special Situations

342.7

Lindsell Train Invt Trust

333.5

RiverFort Global Opportunities

300.0

3i Group

290.6

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.

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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.