Types of investment

Investment Trusts

Invest with a specialist

We can trace our investment roots back to 1868, when F&C Investment Trust, the world’s oldest collective investment scheme launched, and have been adding to our offering ever since. We currently manage 9 Investment Trusts, providing a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and objectives with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit.

Investment Trust Insights

27 September 2024

Francis Ellison

Client Portfolio Manager

European Smaller Companies – European Assets Trust update

With inflation falling, rates peaking and corporate earnings growing, small cap valuations are attractive.
18 July 2024

Nish Patel

Director, Portfolio Manager, Global Small Cap

Global small caps – preparing for a new cycle

After a long period of underperformance, a new cycle may be emerging in smaller companies. If history is a guide the initial recovery should be strong.
Watch time - 40 mins
18 July 2024

Hamish Mair, BSc, MBA, ASIP

Managing Director and Head of Private Equity

A consciously high UK exposure

With a 40%+ weighting in the UK and around 35% in Europe, our superior returns show you don’t always have to travel far to access growth in interesting and innovative small to medium-sized companies.
Read time - 3 mins
8 May 2024

Peter Hewitt

Portfolio Manager, Multi-Asset Solutions

New opportunities as recession fears recede  

Three key themes are driving our investment strategy in 2024. We share the thinking behind the opportunities we have identified.
29 March 2024

Dan Walsgrove

Deputy Fund Manager, Balanced Commercial Property Trust

Making real estate work harder

With limited headroom for capital growth through yield compression real estate will need to work harder to offer an attractive risk premium. How can proactive asset managers unlock more potential?
Read time - 3 min
29 March 2024

Paul Niven

Head of Asset Allocation (EMEA)

A true, tall, tale of inspiration

Looking beyond prevailing trends to strategies for long-term investment success. We explore the merits diversification and explain why we believe active has the edge over passive investing.
Read time - 3 min
8 March 2024

David Moss

Portfolio Manager, CT UK High Income Trust

Retaining a focus on fundamentals 

Why the portfolio selects companies that are not yet delivering a high yield but which have the potential to do so, alongside achieving capital growth.
Read time - 3 mins
8 March 2024

Peter Ewins

Portfolio Manager, The Global Smaller Companies Trust

Embracing volatility  

While awaiting rate cuts, there are attractively valued long-term opportunities in lesser loved areas of the market. We share details of a few of our finds.
Read time - 3 mins
20 February 2024

Julian Cane

Portfolio Manager, CT UK Capital and Income Investment Trust

A pivotal year is impending  

As more than 70 countries go to the polls, the march of AI gathers momentum and interest rates, finally, come down, 2024 heralds a pivotal year.
Read time - 3 mins

Our range of Investment Trusts

Man wearing checked shirt smiling at the camera

F&C Investment
Trust

True to our goal for over 150 years.

Girl and older woman sitting in grassland

CT Global Managed Portfolio

Invest in multiple investment companies with CT Global Managed Portfolio Trust.

Man and two women sitting on sofa

The Global Smaller Companies Trust

Investing in high quality, profitable global smaller companies.

Investment Trusts - ESG Integrated Elite Rated logo
Man, woman and girl watering plants outside

CT UK Capital & Income Investment Trust

Focused on generating capital growth and an attractive income.

Man standing in kitchen holding bowl

CT UK High Income Trust

Aiming for an attractive level of income with opportunity for capital growth.

Aerial view of L'Arc de Triomphe and buildings in Paris

European Assets Trust

Investing in small and medium-sized European companies.

Colourful buildings with Union Jack bunting

Balanced Commercial Property Trust

Investing in a diversified UK commercial property portfolio.

Old buildings in Edinburgh against sunny backdrop

CT Private Equity
Trust

Unlocking private equity for over
two decades.

Glass office buildings with trees and blue sky background

TR Property
Investment Trust

Over a century of real estate investing.

Investment Trusts - Elite Rated logo

Investment Trust factsheets

Latest Fund Manager videos

Future Trends in Investment Trusts - UK Equity Income

(27:41)

The Global Smaller Companies Trust - Quoted Data Webinar March 24

(50:12)

CT UK Capital and Income Investment Trust - AGM 2024

(17:43)

Research reports

Literature

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Important information

© Columbia Threadneedle Investments. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

This financial promotion is issued for marketing and information purposes only by Columbia Threadneedle Investments in the UK.

English language copies of the key information documents (KID) can be obtained from Columbia Threadneedle Investments, Cannon Place, 78 Cannon Street, London, EC4N 6AG, telephone: Client Services on 0044 (0)20 7011 4444, email: [email protected] or electronically at www.columbiathreadneedle.com. Please read before taking any investment decision.

The information provided does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in the Funds. An investment may not be suitable for all investors and independent professional advice, including tax advice, should be sought where appropriate. The manager has the right to terminate the arrangements made for marketing.

Financial promotions are issued for marketing and information purposes; in the United Kingdom by Columbia Threadneedle Management Limited, which is authorised and regulated by the Financial Conduct Authority; in the EEA by Columbia Threadneedle Netherlands B.V., which is regulated by the Dutch Authority for the Financial Markets (AFM); In Switzerland: Issued by Threadneedle Portfolio Services AG, Registered address: Claridenstrasse 41, 8002 Zurich, Switzerland. In the Middle East: This document is distributed by Columbia Threadneedle Investments (ME) Limited, which is regulated by the Dubai Financial Services Authority (DFSA). For Distributors: This document is intended to provide distributors with information about Group products and services and is not for further distribution. For Institutional Clients: The information in this document is not intended as financial advice and is only intended for persons with appropriate investment knowledge and who meet the regulatory criteria to be classified as a Professional Client or Market Counterparties and no other Person should act upon it.