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Investment ISAs /

Investment Trust ISAs

Compare selected investment trusts for your 2020-21 ISA

Investment trusts are an increasingly popular way to invest.

We have listed below the 5 most popular investment trusts purchased via Interactive Investor in August 2020.

Selected ISAs

Scottish Mortgage Investment Trust

from Baillie Gifford

ISA Option
Allows ISA Transfers
Regular Savings
  • Fund Choice: Scottish Mortgage is a low-cost equity fund which invests on a global basis. Stocks are carefully selected for their strong growth prospects.
  • Invest From: £50 pm
  • Investment Options: Scottish Mortgage Investment Trust is an actively managed by fund manager Baillie Gifford, investing in a high conviction global portfolio of companies with the aim of maximising its total return over the long term.

Scottish Mortgage Investment Trust is a popular fund which invests on a global basis. Stocks are carefully selected for their strong growth prospects. The trust aims to outperform world stock market indices over a five year rolling period.

The trust has a long term investment horizon and invests with real patience. The portfolio is driven by corporate attraction rather than index construction. The managers see themselves as owners of companies rather than renters of stocks.

The resolutely global approach taken by the trust is reflected in the current investment themes such as the speed of technological advances and how they can disrupt established business practices, and the re-emergence of China as an economic superpower.

As at 31 July 2020, Scottish Mortgage had total net assets of £13.4 billion, making it one of the UK's largest investment trusts.

*Dividend yield as at 31/7/2020

Available via:

Hargreaves Lansdown investment platform »

Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

World Mining Trust PLC

from BlackRock

ISA Option
Allows ISA Transfers
Regular Savings
  • Fund Choice: The investment policy is to provide a diversified investment in mining and metal securities worldwide.
  • Invest From: £25 pm
  • Investment Options: The Company aims to provide a diversified investment in mining and metal assets worldwide, actively managed with the objective of maximising total returns.

Investment trust providing exposure to global healthcare companies with an 1.28% ongoing charge.

The mining sector is benefiting from the world’s most compelling long-term trends from digital transformation, to the sustainability agenda, to gold and precious metals. Targeting income and capital growth, the Trust provides a diversified blend of companies designed to benefit from the changing global economy.

Available via:

Interactive Investor Platform »

Important: The value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

Polar Capital Technology

from Polar Capital

ISA Option
Allows ISA Transfers
Regular Savings
  • Fund Choice: Researching and identifying developing technology trends and investing in the companies best placed to exploit them.
  • Invest From: £25 pm
  • Investment Options: Polar Capital Technology Trust plc provides investors with access to the potential of companies in the global technology sector.

Investment trust providing exposure to global healthcare companies with an 1.16% ongoing charge.

Launched in 1996, Polar Capital Technology Trust plc (“PCT”) has grown to become a leading European investor with a multi-cycle track record. Managed by a team of dedicated technology specialists, the PCT aims to maximise long-term capital growth by investing in a diversified portfolio of technology companies from around the world. The managers’ core belief in rigorous fundamental analysis, and being unconstrained by not following a benchmark, enables PCT to deliver global equity market outperformance through exposure to a universe of over 3,000 companies.

Available via:

Hargreaves Lansdown Investor Investor Platform »

Important: The value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

Technology Trust PLC

from Allianz

ISA Option
Allows ISA Transfers
Regular Savings
  • Fund Choice: The Trust’s objective is to achieve long-term capital growth by investing principally in the equity securities of quoted technology companies on a worldwide basis.
  • Invest From: £25 pm
  • Investment Options: The award-winning Allianz Technology Trust PLC offers investors access to the fast moving world of technology with the reassurance that investment decisions are made by Walter Price who has 40 years of experience of investing in technology. He is Co-Head of the AllianzGI Global Technology Team which currently manages $4bn in assets under management.

Investment trust providing exposure to global technology companies with an 0.92% ongoing charge.

Allianz Technology Trust PLC is a UK listed investment trust that offers access to the investment potential of the technology sector. The Trust aims for long-term capital growth by identifying major trends ahead of the crowd and investing in stocks worldwide that have the potential to become tomorrow’s Apple, Google or Microsoft.

The Trust invests in mid to large-sized technology companies, holding companies expected to benefit from the continued growth in particular sub-sectors of technology. It also seeks to hold companies that will create shareholder value with the introduction of a new product or new technology. Over the past 20 years, this would include PC manufacturers, software, internet applications or consumer devices.

Allianz Technology Trust is managed by the highly experienced AllianzGI Global Technology team based in San Francisco. The team benefits from its proximity to Silicon Valley where many of the world’s key technology companies are headquartered. 

Available via:

Hargreaves Lansdown investment platform »

Important: The value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

World Wide Healthcare PLC

from World Wide Healthcare

ISA Option
Allows ISA Transfers
Regular Savings
  • Fund Choice: Investing in the global healthcare sector with the objective of achieving a high level of capital growth.
  • Invest From: £25 pm
  • Investment Options: Worldwide Healthcare Trust PLC is an investment trust. The Trust invests in the global healthcare sector with the objective of achieving a high level of capital growth. The Trust invests in a diversified portfolio of shares in pharmaceutical and biotechnology companies and related securities in the healthcare sector.

Investment trust providing exposure to global healthcare companies with an 1.16% ongoing charge.

In order to achieve its investment objective, the Company invests worldwide in a diversified portfolio of shares in pharmaceutical and biotechnology companies and related securities in the healthcare sector. It uses gearing, and derivative transactions to mitigate risk and also to enhance returns.

Available via:

Interactive Investor Investor Platform »

Important: The value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

What is an Investment Trust ISA?

An investment trust is a type of fund set up as a company, so its shares can be bought and sold on the stock exchange. They aim to make money for their shareholders by investing in a portfolio of shares, property or other assets, chosen and run by the investment manager. When you buy a share you are buying a slice of the trust’s underlying portfolio.

You should only invest in investment trusts if you have the time and know-how to select and maintain a diversified portfolio to help reduce risk.

Why do investment trusts trade at a premium or discount to net asset value?

An investment trust’s share price is determined by supply and demand.

If more people are willing to buy than to sell at the current price, the price should rise.

Similarly if the share price falls then there are more investors selling than buying.

If a trust or the area in which it invests is particularly popular, demand might push the share price to a premium over the Net Asset Value (NAV).

A trust or area that is unloved by the market can trade at a discount to NAV.

Can I invest in an investment trust within an ISA?

Most UK investment trusts can be bought and held within an ISA or SIPP. To see if a particular investment trust can be bought or held with an ISA or SIPP please view the investment trust’s factsheet.

How do I invest in an investment trust ISA?

You can invest in investment trusts via a platform provider.

Platforms include:

  • Interactive Investor - The ii platform allows you to access market leading investment trusts.
  • Fidelity - Through the Fidelity platform once you set up an investment account you can invest in a wide range of investment trusts.
  • Hargreaves Lansdown - The HL platform Provide a list of popular investment trusts their clients are buying at any given time.
  • AJ Bell - With the AJ Bell platform you can use their "Select List" of investment trusts.

Important Risk Information:

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website aims to provide information to help you make your own informed decisions. It does not provide personal advice based on your circumstances. If you are unsure of how suitable an investment is for you, please seek personal advice.

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Stocks and Shares ISAs

Latest News

Our Top Picks for Technology Stocks and Shares ISAs

19th January 2021

The tech industry has been booming for the past fifteen years; and it seems to be a rollercoaster that only goes up. The tech bubble has yet to burst, with companies coming out with more and more technological developments and consumer demand is certainly not slowing down. So, for the tech-savvy investor who wants to put their pennies behind this strong growing industry, we’ve put together our top three picks for Technology Stocks and Shares ISAs. 

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