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21st
Jan 2021
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​Best Investment Trusts - 5 Top Picks For Your ISA

​Best Investment Trusts - 5 Top Picks For Your ISA

Considering your 2021 ISA Options? We look at investment trusts worth a closer look and our 5 top picks for consideration for your stocks and shares ISA.

Investment Trusts - 5 Top Picks For Your 2021 ISA

What is an Investment Trust?

Traceable to the mid 19 th century thus adding kudos to their popularity, investment trusts are companies that are set up and traded on the stock exchange. Each investor in the trust becomes a shareholder in that company which allows a group of individuals to pool their funds and get access to a wider range of assets.

Unlike open-ended trusts, an investment trust is close-ended. This means that once they are created, they have a fixed number of shares that investors can buy and sell on the stock market. This fixed number of shares adds stability to the trust and makes it easier for managers of these funds. They always know how much money they have to play with rather than having to sell shares to pay other investors.

Similar to unit trusts, investment trusts are grouped by area/sector and the funds are invested and traded on the markets for a specific industry/geographic area such as Europe, UK Growth or global growth. Popular investment trusts are traded in mining or the technology for example and are often chosen over open ended (Oeics) or unit trusts as they tend to outperform them. They also often have lower costs for potentially higher returns.

For those interested in an investment trust, here are our top 5 trusts for you to consider:


Scottish Mortgage Investment Trust

  • Fund choice: Scottish Mortgage is a low-cost equity fund investing on a global basis. The stocks within this fund are carefully chosen for the strong growth potential
  • Invest from: £50pm
  • Investment options: The trust is actively managed by fund manager Baillie Gifford. It invests in a high conviction global portfolio of companies with a goal of maximising total return over the long term.

Stocks within the Scottish Mortgage Investment Trust are carefully selected for their strong growth prospect. They are invested on a global basis with the aim of outperforming the world stock market indices over a 5 year period.

The largest holdings within the trust include Tesla and Amazon and the fund managers see themselves as the owners of companies rather than solely renters of stocks.

As at Jan 2021, the net assets of the Scottish Mortgage trust had net assets of £17.99 billion, making it one of the UK's largest investment trusts.

Available via an ISA through:

Hargreaves Lansdown investment ISA platform »

Interactive Investor investment ISA platform »


BlackRock World Mining Trust PLC

  • Fund Choice: The trust provides 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.

The World Mining Trust PLC Investment trust form Black Rock provides exposure to global healthcare companies. An ongoing charge of 1.28% is applicable.

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

Available via an ISA through:

Interactive Investor investment ISA platform »

Hargreaves Lansdown investment ISA platform »


Polar Capital Technology

  • Fund Choice: This investment trust looks for developing technology trends and invests in the companies that are in the best position to exploit these trends.
  • Invest From: £25 pm
  • Investment Options: Polar Capital Technology Trust plc provides investors with access to the companies in the global technology sector.

Investment trust providing exposure to global technology companies.

Launched in 1996, Polar Capital Technology Trust plc (“PCT”) has grown to become a leading European investor with a proven record. Managed by a team of dedicated technology specialists, it aims to maximise long-term capital growth by investing in a diversified portfolio of global tech companies.

With a core belief in rigorous fundamental analysis, the manager of the fund helps to deliver global equity market outperformance through exposure to a universe of over 3,000 companies including top holdings such as Apple, Microsoft, Google & Facebook.

Available via an ISA through:

Hargreaves Lansdown investment ISA platform »

Interactive Investor investment ISA platform »


Technology Trust PLC from Allianz

  • Fund Choice: The objective of this investment trust is to achieve long term capital growth by investing in the equity securities of quoted global technology companies.
  • Invest From: £25 pm
  • Investment Options: If you want to invest in the ever-evolving world of technology, the award-winning Allianz Technology Trust PLC provides the reassurance that investment decisions are made by Walter Price. With 40 years-experience of investing in technology, Walter is Co-Head of the Allianz GI Global Technology Team. The team currently manage $4bn in assets under management.

As a UK listed investment trust, Allianz Technology Trust PLC gives investors the chance to invest with exposure to global tech companies. By identifying major trends first, and investing in stocks that have the potential to be the next big thing, the trust aims for long-term capital growth.

The trust is continually seeking mid to large technology companies that have the potential to be the next big thing. They are looking for the next Apple or Google and seek to hold companies that are looking to launch a new product or new technology. Imagine PC manufacturers, software, internet apps or devices, those all looking to launch something new and innovative. These are the investments that have the potential to create shareholder value.

Managed by Allianz GI Global Technology the team is based in San Francisco and benefits from being in Silicon Valley among some of the world’s tech giants.

Available via an ISA through:

Hargreaves Lansdown investment ISA platform »

Interactive Investor investment ISA platform »


World Wide Healthcare PLC

Regular Savings

  • Fund Choice: The aim is to achieve high capital growth by investing in the global healthcare sector
  • Invest From: £25 pm
  • Investment Options: A trust which invests in the global healthcare sector, investing 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.

To achieve its investment objective, they invest globally in a diversified portfolio of shares in pharmaceutical and biotechnology companies and related securities in the healthcare sector.

Available via an ISA through:

Hargreaves Lansdown investment ISA platform »

Interactive Investor investment ISA platform »



Choosing the Right Investment Trust

When choosing an investment trust, it is important to look at where and how the funds are invested, the chosen sector, markets and the manager of the funds. 

Look for fund managers with proven results and a good track record. Pick a name that you can trust and be aware of the long-term fees before you invest.

Remember that investments can incur losses as well as making profit and only invest what you can afford to lose. 

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 largest holdings include Tesla and Amazon.

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 Jan 2021, Scottish Mortgage had total net assets of £17.99 billion, making it one of the UK's largest investment trusts.

Available via:

Interactive Investor investment platform »

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.

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. 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 or Google.

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. Current major holdings include Google, Amazon and Tesla.

This fund is available via: Interactive Investor 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.

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 technology companies. 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. Top holdings in the fund include Apple, Microsoft, Google & Facebook.

This fund is available via: Interactive Investor 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.

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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