Best-selling trusts of September 2021
13 Oct, 2021
Top of the Pops: popular Trusts across all 4 providers. This article brings you the most bought Trusts. If you can’t face reading through it all, we start with the most popular products across the major investment platforms.
Top 10 Trusts from AJ Bell
Name | 3 year performance | 5 year performance | OCF |
Scottish Mortgage | 174.75% | 325.79% | 0.34% |
City of London | 8.35% | 17.91% | 0.38% |
Monks | 66.40% | 161.09% | 0.43% |
BlackRock World Mining | 72.45% | 122.26% | 0.99% |
Smithson Investment Trust | N/A | N/A | N/A |
Scottish Investment Trust | -4.17% | 21.90% | 0.52% |
BlackRock Throgmorton | 81.09% | 194.70% | 0.60% |
Fidelity China Special Situations | 58.65% | 81.09% | 0.97% |
Witan | 17.79% | 58.58% | 0.75% |
Bankers | 32.63% | 82.30% | 0.50% |
Top 10 Trusts from Fidelity
Name | 3 year performance | 5 year performance | OCF |
Capital Gearing Trust | 25.17% | 40.98% | 0.58% |
BlackRock Throgmorton Trust PLC | 81.09% | 194.70% | 0.60% |
Harbourvest Global Private Equity | 65.60% | 119.24% | 1.37% |
F&C Investment Trust | 26.53% | 80.28% | 0.59% |
Personal Assets Trust | 26.50% | 30.08% | 0.73% |
RIT Capital Partners PLC | 30.86% | 56.21% | 0.66% |
Smithson Investment Trust PLC | N/A | N/A | N/A |
Fidelity Japan Trust PLC | 49.05% | 137.63% | 0.94% |
Impax Environmental Markets | 84.68% | 149.87% | 0.95% |
Montanaro European Smaller C.TST PLC | 113.47% | 225.86% | 1.20% |
Top 10 Trusts from Hargreaves Lansdown
Name | 3 year performance | 5 year performance | OCF |
City Of London Investment Trust Ordinary 25p Shares | 8.35% | 17.91% | 0.38% |
Edinburgh Worldwide Investment Trust Ordinary 1p | 61.98% | 199.96% | 0.72% |
F&C Investment Trust plc Ordinary 25p | 26.53% | 80.28% | 0.59% |
Monks Investment Trust plc Ordinary 5p | 66.40% | 161.09% | 0.43% |
Pacific Horizon Investment Trust plc Ordinary 10p Shares | 182.71% | 298.47% | 0.78% |
RIT Capital Partners plc Ordinary GBP1 | 30.86% | 56.21% | 0.66% |
Scottish American Investment Co plc Ordinary 25p Shares | 44.40% | 84.57% | 0.70% |
Scottish Mortgage Investment Trust plc Ordinary Shares 5p | 174.75% | 325.79% | 0.34% |
Smithson Investment Trust Plc ORD GBP0.01 | N/A | N/A | N/A |
Witan Investment Trust plc ORD GBP0.05 | 17.79% | 58.58% | 0.75% |
Top 10 Trusts from Interactive Investor
Nam | 3 year performance | 5 year performance | OCF |
Scottish Mortgage (LSE:SMT) | 174.75% | 325.79% | 0.34% |
Smithson (LSE:SSON) | N/A | N/A | N/A |
City of London | 8.35% | 17.91% | 0.38% |
European Assets | 49.48% | 81.49% | 0.95% |
BlackRock World Mining | 72.45% | 122.26% | 0.99% |
BlackRock Throgmorton | 81.09% | 194.70% | 0.60% |
Capital Gearing | 25.17% | 40.98% | 0.58% |
Finsbury Growth & Income | 17.29% | 43.43% | 0.64% |
Fidelity China Special Situations | 58.65% | 81.09% | 0.97% |
Monks (LSE:MNKS) | 66.40% | 161.09% | 0.43% |
