Top 10 Highest selling Investment Trusts of 2012
| TOP 10 OF 2012 | |
|---|---|
| 1 | Alliance Trust (LON:ATST) |
| 2 | Murray International Trust (LON:MYI) |
| 3 | Personal Assets Trust (LON:PNL) |
| 4 | Scottish Mortgage Investment Trust (LON:SMT) |
| 5 | Edinburgh Investment Trust (LON:EDIN) |
| 6 | RIT Capital Partners (LON:RCP) |
| 7 | Merchants Trust (LON:MRCH) |
| 8 | Finsbury Growth & Income Trust (LON:FGT) |
| 9 | Templeton Emerging Markets Investment Trust (LON:TEM) |
| 10 | City of London Investment Trust (LON:CTY) |
These figures come from sales figures on the Alliance Trust Savings platform, a platform savings business owned by the Alliance Trust investment trust. The platform is one of the easiest ways to invest in investment trusts as well as being one of the most popular so the figures give a good indication of the popularity of individual trusts.
This list is based on the gross inflows in each stock by Alliance Trust Savings customers, via their i.nvest platform. It should be noted that investors on Alliance Trust i.nvest platform can purchase Alliance Trust share free of dealing charges. This may support Alliance Trust’s high ranking on the list.
Please note none of what is written here is or should be taken as an endorsement or recommendation to invest in any of these trusts. You may wish to refer to WhichInvestmentTrust.com’s Disclaimer for more information.
Filed Under: Investment Trusts,
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Disclaimer:
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Alliance Trust PLC is a self-managed investment trust. The Company’s objective is to be a core investment for investors seeking increasing value over the long-term. The Company pursues its objective by investing in both quoted and unquoted equities in different sectors and industries; investing internationally in fixed income securities; investing in other asset classes and financial instruments, either directly or through investment vehicles, and investing in subsidiaries and associated businesses. The Company's subsidiaries are Alliance Trust Savings Limited, Alliance Trust (Finance) Limited, Alliance Trust Pensions Limited, AT2006 Limited, Second Alliance Trust Limited, Second Alliance Leasing Limited, Alliance Trust Real Estate Partners (GP) Limited, Alliance Trust Real Estate Partners LP and Alliance Trust Services Limited. more »
Murray International Trust PLC is an investment trust. The investment objective of the Company is to achieve a total return greater than its benchmark by investing in equities worldwide. The Company’s assets are invested in a diversified portfolio of international equities and fixed income securities spread across a range of industries and economies. The Company’s benchmark is an index made up as to 40% of the FTSE World UK Index and 60% of the FTSE World ex-UK Index. As of December 31, 2011, the Company’s top 10 investment portfolio included British American Tobacco, Souza Cruz, Unilever Indonesia, Telus, Taiwan Mobile, Vale do Rio Doce, Philip Morris International, Standard Chartered, Aeroportuario del Sureste ADS and Telefonica Brasil. Aberdeen Asset Managers Limited, a subsidiary of Aberdeen Asset Management PLC, is the manager of the Company. more »
Personal Assets Trust PLC is a self-managed investment trust. The Company’s investment policy is to protect and increase the value of shareholders’ funds per share over the long-term and to earn a total return as is compatible with a risk equivalent to that of the FTSE All-Share Index. The Company’s portfolio will have a high United Kingdom content. The overseas exposure for the Company may range between 50% of total assets and zero. The Company may also invest in other investment trusts, as a way of gaining exposure to a geographical or industrial area in which the Company preferred not to invest directly. The Company’s policy is not to invest more than 15% of its gross assets in other investment trusts and other listed investment companies. The Company’s equity portfolio is usually concentrated in a short list of stocks and turnover tends to be low. Troy Asset Management Limited (Troy), the investment adviser of the Company. more »
