Which investment trusts hold Nvidia?

Following Nvidia’s positive fourth quarter results, the AIC has published a list of the investment trusts with exposure to the company.

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Following Nvidia’s positive fourth quarter results, the Association of Investment Companies (AIC) has published a list of the investment trusts with exposure to the company.

There are 13 investment trusts with holdings in Nvidia, nearly all of which are trading on a discount except for JPMorgan Global Growth & Income which is trading at a premium of 1% and JPMorgan American which is trading at par.

Manchester & London is the investment trust with the largest portfolio weighting in Nvidia (22%). This is followed by Martin Currie Global Portfolio with 9.5% of its portfolio in Nvidia, Polar Capital Technology with 8.4%, Allianz Technology with 7.1% and Canadian General Investments with 6.7%.

Scottish Mortgage Investment Trust, with total assets of £13.8 billion, has 5.1% of its portfolio in Nvidia.

The Global sector dominates the list, with seven of these 13 investment trusts coming from that sector. This is followed by the North American sector with three investment trusts and the Technology & Technology Innovation sector with two investment trusts.

Investment trusts with exposure to Nvidia

Investment trust

AIC sector

Portfolio weighting %

Discount / premium %

Manchester & London




Martin Currie Global Portfolio




Polar Capital Technology

Technology & Technology Innovation



Allianz Technology Trust

Technology & Technology Innovation



Canadian General Investments

North America



Scottish Mortgage Investment Trust




Baillie Gifford US Growth

North America



JPMorgan Global Growth & Income

Global Equity Income



JPMorgan American

North America



Alliance Trust




F&C Investment Trust




Witan Investment Trust




Monks Investment Trust




Source: theaic.co.uk / Morningstar (discount/premium as at 21/02/24).

Annabel Brodie-Smith, Communications Director of the Association of Investment Companies (AIC), said: “Investors looking for exposure to Nvidia should consider these investment trusts. Currently 11 of these trusts are trading on a discount, with eight on a double-digit discount. Of course, investors need to do their own research. There is no guarantee that future performance of a single company will be strong, and all of these investment trusts hold a mix of companies within their portfolios.”


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