Aberdeen Investment Trusts

If you’re keen to capture the potential offered by global investment markets, turn to Aberdeen investment trusts. Managed by teams of experts, each trust is designed to bring together the most compelling opportunities we can find to target the investment growth or income you’re looking for.

Aberdeen is a global investment company that helps clients and customers plan, save, and invest for the future. Our purpose is to enable our clients to be better investors.

We manage and administer £500.1bn AUMA (as at 31 March 2025) and our strategy is to deliver client-led growth. We are structured around three businesses – Investments, Adviser and interactive investor – focused on the changing needs of our clients.

The capabilities in our Investments business are built on the strength of our insight – generated from wide-ranging research, worldwide investment expertise and local market knowledge.

Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their businesses and their clients.

interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save and invest in the way that works for them.

For more information, please visit their website

Allianz Global Investors

Allianz Global Investors and its predecessors have been managing investment trusts since 1889, providing investors with access to investment opportunities around the world. Each trust is a company listed and traded on the London Stock Exchange that has its own independent board of directors whose duty it is to look after your interests as an investor.

Established in 1889, The Merchants Trust PLC aims to provide its investors with an efficient, competitive and cost-effective way to achieve an above average level of income and income growth together with long term capital growth through a policy of investing mainly in higher yielding large UK companies.

The Brunner Investment Trust PLC aims to provide growth in capital and dividends over the long term by seeking out the world’s most exciting growth opportunities. We believe that it’s the quality of the company that matters, not its location – so through Brunner, investors can access a spread of high-quality growth companies operating in different sectors and countries in a single portfolio.

Allianz Technology Trust invests in a diversified, but focused portfolio of companies that use technology in an innovative way to gain a competitive advantage. Particular emphasis is placed on companies that are addressing major growth trends with innovation that replaces existing technology or radically changes products and services and the way in which they are supplied to customers.

For more information, please visit their website

Baillie Gifford Investment Management 

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 59 partners all of whom work in the business.

We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.

We currently manage or advise some £197bn (as at 31^st March 2025) on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 80% of FUM), we offer an extensive range of investment trusts and open-ended funds to UK wealth managers and intermediaries. 

For more information, please visit their website 

BlackRock Investment Management 

For over 30 years, BlackRock has helped investors explore the full breadth of global investment opportunities through investment trusts. Here at BlackRock, our trusted experts strategically select a mix of companies for each of our nine Investment Trusts.

Our range of trusts include companies from around the world, giving investors the ease and flexibility to invest in assets that trade less easily and frequently, with exposure to different global markets. From mining and energy transition to a focus on smaller companies, investors are able to invest in vibrant, dynamic areas such as gaming and software as well as mid-cap “disruptors” across both emerging market and developed countries.

Each of our trusts are designed to suit investors’ needs with the option of income, capital growth, or a combination of both, with a long-term view. Investing in BlackRock’s range of investment trusts is simple: this can be done via a stockbroker, online platform or through an ISA or Self-Invested Personal Pension (SIPP). 

For more information, please visit their website 

Columbia Threadneedle Investments 

Columbia Threadneedle Investments is one of the leading investment trust managers, tracing its heritage back to 1868 when F&C Investment Trust, the world’s oldest collective investment scheme, was launched.

Today, Columbia Threadneedle manages eight Investment Trusts with over £9bn in assets, providing investors with a range of investment opportunities across equities, property and private equity. Each trust is tailored to offer investors different aims and objectives with the option of capital growth, income or a combination of both, offered through portfolios with specific regional focuses or global remits. Investors can invest directly into Columbia Threadneedle’s suite of investment trusts via its own Savings Plan or through a third-party provider.

Columbia Threadneedle’s investment trust business is part of its global asset management business, which is entrusted with $621bn on behalf of individual, institutional and corporate clients around the world.

The business employs more than 2,300 people, including over 550 investment professionals based in North America, Europe and Asia. As well as investment trusts, Columbia Threadneedle offers clients a wide range of strategies across equities, fixed income and alternatives, as well as specialist responsible investment capabilities and a comprehensive suite of solutions.

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, a leading US-based financial services provider. As part of Ameriprise, it is supported by a large and well-capitalised diversified financial services firm.

For more information, please visit their website

Edinburgh Investment Trust

Edinburgh Investment Trust seeks to generate an attractive total return – combining capital growth and dividends – over the long term through a flexible investment process that is thoughtful and responsible.

The portfolio managers – Imran Sattar and Emily Barnard - invest in growth and value companies as well as those able to recover through management change, business transformation and an improving business environment.

This multi-style and flexible process is designed to reduce the volatility of returns through the economic and market cycle.

The managers construct a high-conviction portfolio of 40 to 50 stocks based on fundamental company research, many of which are world-leading businesses. Up to 20% of the portfolio can be invested in non-UK domiciled stocks.

The team’s flexible investment process delivers a differentiated, diversified portfolio of listed equities.

Edinburgh Investment Trust has been looking after savers since 1889.

For more information, please visit their website

Fidelity International

Fidelity International provides world-class investment solutions and retirement expertise to institutions, individuals, and their advisers – to help our clients build better futures for themselves and generations to come.   As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for over 50 years.

We are responsible for total client assets of £698.7 billion from over 2.86 million clients across Asia Pacific, Europe, the Middle East, South America and Canada

Our UK Investment Trust Business

Fidelity has over 30 years’ experience managing investment companies and manages over £5 billion in assets across six investment trusts. These are all focused on equity growth strategies.

As a major platform distributor, Fidelity is able to offer its own investment trusts and those managed by third parties to professional investors and retail investors alike through a range of different product wrappers. Fidelity also promotes its range of trusts directly to institutions and wealth managers through its highly experienced in-house sales teams.

We offer our own investment solutions and access to those of others and deliver services relating to investing; for individual investors and their advisers we provide guidance to help them invest in a simple and cost-effective way.

For institutions including pension funds, banks and insurance companies we offer tailored investment solutions and full-service asset management outsourcing. And for employers we provide workplace pension administration services on top, or independently, of investment management. 

For more information, please visit their website

J.P. Morgan Asset Management 

J.P. Morgan Asset Management, with assets under management of USD 3.4 trillion as of December, 2024, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.

With more than 150 years of investment experience, J.P. Morgan Asset Management is one of the UK’s leading investment trust providers. The company combines global investment resources with local expertise to offer more than 15 investment trusts—each designed to help investors build stronger portfolios. Thanks to its worldwide network of experienced investment professionals, J.P. Morgan Asset Management has the scale and expertise to invest successfully across all major asset classes and regions, and through multiple market cycles. Investment trusts are a well-established part of J.P. Morgan Asset Management’s comprehensive range of investment solutions, with some of its key trusts offering a track record stretching back more than a century—a testament to the company’s long-term view and ongoing commitment to its clients.

For more information, please visit their website

Alliance Witan

Alliance Witan aims to be a core equity holding for investors that delivers a real return over the long term through a combination of capital growth and a rising dividend. The Company invests primarily in global equities across a wide range of industries and sectors to achieve its objective.

The Company’s investment manager, WTW, has appointed a number of Stock Pickers with different styles, who each ignore the benchmark and only buy a small number of stocks in which they have strong conviction. Therefore, we believe investors get the benefit of both highly focused stock picking to increase potential outperformance versus the benchmark and manager diversification which should reduce risk and volatility.

For more information, please visit their website

Caledonia Investments 

Caledonia is a FTSE 250 self-managed investment trust company with a long track record of delivering consistent returns and progressive annual dividend payments to shareholders.

Our aim is to generate long-term compounding real returns that outperform inflation by 3%-6% over the medium to long term, and the FTSE All-Share index over 10 years.

We are a long-term investor and hold investments in both listed and private markets across three pools: Public Companies, Private Capital and Funds.

Each has a strategic allocation of capital, investment strategy and target return.

We buy to hold, investing in high quality companies with strong market positions and fundamentals, alongside investments in private equity funds with track records of success.

The result is a well-balanced diversified portfolio of investments with a global reach.

For more information, please visit their website

Edison 

Edison is a global communications business focused on the capital markets, enabling companies to build their equity story and connect with the right investors. With over 20 years’ experience across international markets and sectors, Edison is a trusted partner to companies of all sizes and stages, helping them enhance valuations, boost liquidity and build stronger, more engaged shareholder bases.  

Edison goes far beyond traditional research. Our content-led approach (powered by decades of investor behaviour data) blends analyst insight, multi-format equity storytelling, targeted investor engagement and digital distribution to shape, amplify and deliver your story where it matters most. 

The goal is simple: to make sure the right investors understand your business – what you do, why it matters, where you’re going and why they should invest. 

For more information, please visit their website

Greencoat UK Wind

Greencoat UKW is the original and largest listed renewable infrastructure fund. UK Wind is exclusively focused on wind generation assets in the UK and has a portfolio of 49 assets constituting 2GW of capacity, which is enough to power over 2m UK homes. The Company’s aim is to provide investors with an annual dividend that increases in line with RPI while preserving capital value on a real basis through the reinvestment of excess cashflow. By providing investors with the opportunity to participate directly in the ownership of UK wind farms, we increase the resources and capital dedicated to the country's renewable energy transition.

For more information, please visit their website

Hansa Investment Company

Hansa Investment Company Limited is a globally diversified, multi-asset class investment company which seeks to identify compelling opportunities in long funds, hedge funds, direct global equities and private assets.

The company operates without being constrained by benchmarks but instead seeks to grow capital over time through investing in a blend of best-in-class public and private equity funds balanced by more defensive all-weather investments.

We are proud to harness our public investment company structure to bring real benefits to our shareholders. From alternative investment funds to private markets, our portfolio opens up many specialist opportunities that individual investors wouldn’t normally be able to access. 

For more information, please visit their website

International Public Partnerships (INPP)

INPP is a FTSE 250-listed infrastructure investment company that invests in global public infrastructure projects and businesses, which meets societal and environmental needs, both now, and into the future. 

INPP is a responsible, long-term investor in over 140 infrastructure projects and businesses. The portfolio consists of utility and transmission, transport, education, health, justice and digital infrastructure projects and businesses, in the UK, Europe, Australia, New Zealand and North America. INPP seeks to provide its shareholders with both a long-term yield and capital growth.

For more information, please visit their website

Invesco 

In the UK, Invesco is one of the leading independent investment managers, dedicated to helping investors achieve their financial objectives through a relentless commitment to investment excellence. Our investment approach is rooted in the view that there are no short cuts to long-term investment success.

Our fund managers have a wealth of expertise and are focused on achieving the objectives of the funds they manage. Central to their approach is a belief in active fund management; building portfolios based on thorough research and analysis to identify the investment opportunities they consider most likely to provide strong long-term returns.

For more information, please visit their website

Janus Henderson Investment Trusts

Janus Henderson Investment Trusts are designed to address a range of investor needs. Our fund managers aim to build and grow the value of your investment, for today and tomorrow, giving you the freedom to live well.

Our range of investment trusts actively invest in companies in the UK and further afield, drawing on the knowledge of Janus Henderson Investors’ experts around the world. With roots that date back to 1888, our trusts invest with a genuinely long-term view.

For more information, please visit their website

Kepler Trust Intelligence 

The UK's most trusted source of high quality research about investment trusts for private and professional investors. With the largest dedicated team of analysts in the City, we produce detailed research and analysis about more than 100 investment trusts across all sectors and regular thematic research, examining trends, new developments and ideas for portfolio strategy. Our research is designed specifically to be clear and easy to understand, without compromising on depth or rigour, and is complemented by a broad range of additional content including videos, podcasts, events and presentations designed to shed light on every aspect of investing in this fascinating sector.

For more information, please visit their website

Law Debenture Investment Trust

At Law Debenture we are focused on providing peace of mind for shareholders and our wider communities, and we have been since 1889. We are a unique combination of an award-winning UK Income Investment Trust underpinned by a leading Independent Professional Services (IPS) business.

Our objective is to achieve long-term capital growth in real terms and steadily increasing income. The aim is to achieve a higher rate of total return than the FTSE Actuaries All-Share Index Total Return through investing in a diversified portfolio of stocks.

We have grown or maintained our dividend for each of the last 46 years through our value driven, diversified portfolio managed by James Henderson and Laura Foll of Janus Henderson Investors.

For more information, please visit their website

Polar Capital

Polar Capital is a specialist, investment-led, active fund manager. The company prides itself on its collegiate and meritocratic culture where capacity of investment strategies is managed to enhance and protect performance. Since its foundation in 2001, it has grown steadily and currently has 14 autonomous investment teams managing specialist, active and capacity constrained portfolios, with combined AUM of £21.4 billion (as at 31 March 2025).

For more information, please visit their website

RIT Capital Partners 

RIT Capital Partners plc is one of the UK’s largest investment trusts with total assets in excess of £4 billion. Its purpose is to grow shareholders’ wealth meaningfully over time, through a diversified and resilient global portfolio designed to perform through market cycles and deliver equity-like returns with lower risk. This is where the trust’s flexible investment mandate, access to exclusive opportunities and internal expertise give it an edge. RIT invests across asset classes and geographies, in Quoted Equities, Private Investments and Uncorrelated Strategies. Its network, built up over decades, provides access to exclusive investment opportunities unavailable to most passive index trackers or traditional fund managers. 

For more information, please visit their website

River Global Investment Management

River UK Micro Cap and India Capital Growth Fund are proudly managed by the River Global Group.

India Capital Growth Fund (IGC) aims to unlock long term capital appreciation in India’s dynamic mid and small-cap companies. With our experienced investment team based in Mumbai, we leverage on-the-ground insights and a bottom-up stock-picking approach to construct a high-conviction portfolio.

River UK Micro Cap (RMMC) invests in a diversified portfolio of UK Micro Cap companies, utilising the closed end structure to invest in less liquid stocks, with a market cap of less than £100million. The Company has a unique redemption facility, that enables the fund to stay the optimum size for the assets it holds.

For more information, please visit their website

Rossie House Investment Management

Founded as a partnership in 1993, Rossie House specialise in selecting investment trusts to manage portfolios for individuals and their families. We are majority owned by existing and former staff with offices located in Edinburgh and London.

The firm invests, on a discretionary basis, around £450m on behalf of its clients.

For more information, please visit their website

Schroders plc

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions, with £778.7 billion (€941.8 billion; $975.3 billion) of assets under management at 31 December 2024. As a UK listed FTSE100 company, Schroders has a market capitalisation of circa £6 billion and over 6,000 employees across 38 locations. Established in 1804, Schroders remains true to its roots as a family-founded business. The Schroder family continues to be a significant shareholder, holding approximately 44% of the issued share capital.

Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. The company offers innovative products and solutions through four core business divisions: Public Markets, Solutions, Wealth Management, and Schroders Capital, which focuses on private markets, including private equity, renewable infrastructure investing, private debt & credit alternatives, and real estate.

Schroders aims to provide excellent investment performance to clients through active management. This means directing capital towards resilient businesses with sustainable business models, consistently with the investment goals of its clients. Schroders serves a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

For more information, please visit their website

Vietnam Enterprise Investments Limited

Vietnam Enterprise Investments Limited (VEIL) is a FTSE 250 investment company offering access to the Vietnamese equity market. Established in 1995, VEIL aims to provide investors with medium to long term capital appreciation by investing in companies the portfolio management team identifies as displaying attractive growth and value metrics, good corporate governance, and that align with Vietnam’s underlying economic growth drivers.
VEIL is managed by Dragon Capital, which was established in 1994 and is the largest foreign investor in the Vietnamese stock market. Dragon Capital has a dedicated team of 200 people in Vietnam, rigorous investment process, and strong commitment to sustainability.
 

For more information, please visit their website