Best-selling Investment Trusts of March 2023
14 April, 2023
Top of the Pops: popular investment trusts across all 4 providers. This article brings you the most bought trusts on each of the major investment platforms in March 2023. If you can’t face reading through it all, we start with the most popular products across the board.
This graphic highlights commonly purchased investment trusts across multiple investment platforms. The investment platforms referenced in this graphic are AJ Bell, Fidelity, Hargreaves Lansdown and Interactive Investor. Please note that this does not constitute advice.
Top 10 investment trusts from AJ Bell
Investment Trusts | 3 year performance | 5 year performance | Ongoing Charges Figure |
Scottish Mortgage | 19.68% | 57.06% | 0.32% |
City Of London | 48.39% | 30.20% | 0.37% |
Merchants Trust | 83.69% | 57.71% | 0.55% |
F&C | 67.20% | 56.85% | 0.54% |
Witan Ord | 48.12% | 24.08% | 0.77% |
Henderson Smaller Companies | 26.71% | 8.85% | 0.42% |
Impax Environmental Markets | 65.10% | 79.01% | 0.85% |
JPMorgan Global Growth & Income | 75.80% | 79.08% | 0.63% |
JPMorgan China Growth & Income | 4.41% | 25.16% | 1.09% |
Murray Income Trust | 37.43% | 42.17% | 0.48% |
Top 10 investment trusts from Fidelity
Investment Trusts | 3 year performance | 5 year performance | Ongoing Charges Figure |
Scottish Mortgage | 19.68% | 57.06% | 0.32% |
City of London | 48.39% | 30.20% | 0.37% |
F&C | 67.20% | 56.85% | 0.54% |
Edinburgh Worldwide | -13.88% | 0.80% | 0.63% |
Fidelity Special Values | 72.89% | 18.54% | 0.69% |
Fidelity European Trust | 67.08% | 82.62% | 0.79% |
BlackRock World Mining | 192.42% | 142.06% | 0.95% |
Fidelity China Special Situations | 20.39% | 12.26% | 0.94% |
Ruffer Investment | 47.07% | 40.39% | 1.08% |
JPMorgan Global Growth & Income | 75.80% | 79.08% | 0.56% |
Top 10 investment trusts from Hargreaves Lansdown (in alphabetical order)
Investment Trusts | 3 year performance | 5 year performance | Ongoing Charges Figure |
BlackRock World Mining | 192.42% | 142.06% | 1.06% |
City Of London | 48.39% | 30.20% | 0.74% |
F&C | 67.20% | 56.85% | 0.84% |
HG Capital | 62.64% | 114.88% | 1.91% |
JPMorgan Claverhouse | 52.41% | 19.46% | 1.16% |
JPMorgan Global Growth & Income | 75.80% | 79.08% | 1.25% |
Law Debenture Corporation | 95.59% | 72.41% | 0.48% |
Merchants Trust | 83.69% | 57.71% | 0.61% |
Murray International | 78.70% | 41.50% | 0.87% |
The Renewables Infrastructure Group | 13.53% | 53.02% | 0.93% |
Top 10 investment trusts from Interactive Investor
Investment Trusts | 3 year performance | 5 year performance | Ongoing Charges Figure |
Scottish Mortgage | 19.68% | 57.06% | 0.84% |
City of London | 48.39% | 30.20% | 0.74% |
F&C | 67.20% | 56.85% | 0.84% |
Alliance Trust | 61.27% | 53.86% | 0.83% |
BlackRock World Mining | 192.42% | 142.06% | 1.06% |
Murray International | 78.70% | 41.50% | 0.87% |
Merchants Trust | 83.69% | 57.71% | 0.61% |
Greencoat UK Wind | 35.03% | 66.32% | 0.87% |
Law Debenture Corporation | 95.59% | 72.41% | 0.99% |
The Renewables Infrastructure Group | 13.53% | 53.02% | 0.93% |
Performance has been calculated in accordance with end of day market prices on 31/03/2023.
