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Top 20 trusts

January 2019

This list is based on the monetary value of gross purchases made by our investors during the month stated.

This information is provided for educational and informational purposes only. Any commentary provided should not be considered as a personalised recommendation and no reliance should be placed on the rankings of any investment trusts in making investment decisions. Alliance Trust Savings does not provide advice.

Top 20 trusts
Fund ID
1
Scottish Mortgage Investment Trust
SMT
2
Alliance Trust
ATST
3
Worldwide Healthcare Trust
WWH
4
Pantheon International
PIN
5
Finsbury Growth & Income Trust
FGT
6
JPMorgan Japanese Investment Trust
JFJ
7
City of London Investment Trust
CTY
8
Personal Assets Trust
PNL
9
Fidelity Special Values
FSV
10
Fundsmith Emerging Equities Trust
FEET
11
HgCapital Trust
HGT
12
Scottish Oriental Smaller Companies
SST
13
F&C Commercial Property Trust
FCPT
14
AEW UK Reit
AEWU
15
Dunedin Income Growth
DIG
16
Henderson High Income
HHI
17
BlackRock Smaller Companies
BRSC
18
Woodford Patient Capital Trust
WPCT
19
Lowland Investment Company
LWI
20
Invesco Perpetual UK Smaller
IPU

Important information

Investments can go down as well as up and investors can get back less than they originally invested. If you are unsure if a particular investment trust is suitable for you, you should seek independent financial advice before making any investment decision.

Before you choose an investment, make sure you understand its aims and risks. You should ensure you have read the Fund Factsheets andKey Investor Information Document (KIID)/Key Information Document (KID) beforehand. These are available on our website.

Investments trusts may borrow to finance further investment (gearing). The use of gearing is likely to lead to volatility in the Net Asset Value (NAV), meaning that a relatively small movement down or up, will result in a magnified movements in the same direction, of that NAV. This may mean that you could get back nothing at all.


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Alliance Trust Savings Limited is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number 116115. Alliance Trust Savings gives no financial or investment advice.