Investment Trusts Alphabetical list of Investment Trusts, mutual funds, investment companies and investment company managers in the UK. Investment trust are a low cost way to invest in a diverse way in the stock markets around the world.
3i Group www.3igroup.com
3i Group: Major Investment Company Aberdeen Asset Managers www.invtrusts.co.uk
Aberdeen Asian Smaller Companies, Aberdeen Development Capital, Aberdeen New Dawn, Aberdeen New Thai,
Dunedin Enterprise, Dunedin Income Growth, Dunedin Smaller Companies, Edinburgh Dragon, Edinburgh Leveraged Income, Edinburgh New Income, Edinburgh UK Smaller Companies Tracker, Edinburgh UK Tracker,
Edinburgh US Tracker, Enhanced Zero, European Growth & Income, European Monthly Income, Income & Growth, Murray Extra Return, Murray Income, Murray International, New India, Northern Investors Company Aberforth Partners www.aberforth.co.uk
Aberforth Partners Alliance Trusts www.alliancetrusts.com
Alliance, Second Alliance. Allianz Dresdner Asset Management www.allianzdresdneram.co.uk
Allianz Dresdner Asset Management Alternative Investment Strategies www.aisinvest.com
Alternative Investment Strategies Artemis Investment Management www.artemisfunds.com
Artemis Alpha Asset Management Investment Company www.amicplc.com
Asset Management Investment Company Asset Value Investors www.assetvalueinvestors.com
Manager of British Empire Securities Baillie Gifford www.bailliegifford.com
Scottish Mortgage Investment Trust, The Monks Investment Trust, The Scottish American Investment Company, Edinburgh Worldwide, Mid Wynd International, The Baillie Gifford Japan Trust, Baillie Gifford Shin Nippon, Pacific Horizon
Baring Asset Management www.baring-asset.com
Manager of Baring Tribune, Baring Strategic BDT Investment Management www.bdtinvest.com
BDT Investment Management BFS Investment plc www.bfsinvest.co.uk
BFS Investment plc Blue Planet Investment Management www.blueplanet.eu.com
Blue Planet Investment Management Britannic Investment Management www.britannicasset.com
Britannic Smaller Companies British Empire Securities www.british-empire.co.uk
International General Investment Trust Caledonia Investments www.caledonia.com
Caledonia Investments Candover www.candover.com
Candover Investment Trust Close Finsbury Asset Management www.closefinsbury.com
Close Finsbury Asset Management Dunedin Capital Partners www.dunedin.com
Dunedin Capital Partners DWS Investment Trust Managers www.dws.co.uk
Anglo & Overseas Investment Trust Edinburgh Fund Managers www.edfd.com
Edinburgh Fund Managers F&C: Foreign & Colonial Investment Trust Plc www.fandc.com
Foreign & Colonial, Foreign & Colonial Eurotrust, F&C Emerging Markets, F&C Smaller Companies, F&C Income Growth, F&C Capital and Income, F&C Latin American, Witan Pacific, F&C US Smaller Companies, Graphite Enterprise Trust Fidelity Investments www.fidelity.co.uk
Major Fund Management Company First State Investments www.scottishoriental.com
specialist provider of investment management services Framlington www.framlington.co.uk
Framlington Gartmore www.gartmore.co.uk
Gartmore European, Gartmore Global, Gartmore Smaller Companies, Gartmore Fledgling, Gartmore Irish Growth, Gartmore SNT, Gartmore Asia Pacific, Gartmore High Income, Gartmore Growth Opportunities Glasgow Investment Managers www.glasgowinvestmentmanagers.co.uk
Glasgow Investment Managers Graphite Capital www.graphitecapital.co.uk
Graphite Capital is a leading player in mid-market private equity in the UK. Hansa - The Hanseatic Group www.hansagrp.com
Investment Management Group Henderson Global Investors www.henderson.com
City of London Investment Trust, Bankers, Witan, Lowland Investment Company, &c. iimia plc www.iimia.co.uk
iimia plc has three divisions, encompassing Independent Investment Management and Independent Advice. Invesco Perpetual www.invescoperpetual.co.uk/investmenttrusts
Invesco Perpetual Investec Asset Management Limited www.investecfunds.co.uk
Investec Asset Management J O Hambro Capital Management www.johcm.co.uk
North Atlantic Value LLP J P Morgan Fleming Asset Management www.jpmorganfleming.com/its
J P Morgan Fleming Asset Management J Z Equity Partners www.jzep.co.uk
J Z Equity Partners Jupiter Asset Management www.jupiteronline.co.uk
Jupiter manages a range of eight investment trusts designed to meet the needs of most investors. They offer cost-effective access to the world's equity markets through the Jupiter Investment Trust Savings Scheme, ISA and PEP Transfer. Kleinwort Capital www.kleinwortcapital.com
Kleinwort Capital Law Debenture Corporation Plc www.lawdeb.co.uk
Law Debenture, investment trust and trustee services Lazard Asset Management www.lazard.com
Lazard Asset Management Legal & General Ventures www.legalandgeneralventures.com
Legal & General Ventures Martin Currie Investment Management www.martincurrie.com/investmenttrust
Securities Trust of Scotland, Martin Currie Portfolio Investment Trust, Martin Currie Pacific Trust, Martin Currie Japan Investment Trust, Martin Currie Income & Growth Trust, Premium Trust
Maunby Investment Management www.maunbyinvestments.co.uk
Maunby was established in 1982 for the express purpose of offering discretionary investment management to private individuals, family trusts and related funds both in the UK and overseas. Merrill Lynch Investment Managers www.mlim.co.uk/its
Merrill Lynch Investment Managers Montanaro Investment Managers www.montanaro.co.uk
Funds under management are currently over £150 million invested in four core funds, of which three are open for further investment by professional investors: an investment trust (The Montanaro UK Smaller Companies Investment Trust PLC) which is listed on the London Stock Exchange; an offshore unit trust (The Montanaro New Millennium Fund); and a European Fund listed on the Irish Stock Exchange (The Montanaro European Smaller Companies Fund plc). Morley Fund Management www.morleyfm.com
Morley Fund Management Northern Venture Managers www.nvm.co.uk
We specialise in making equity investments of between £500,000 and £5 million in UK unquoted companies. Old Mutual Asset Managers (OMAM) www.omam.com
Old Mutual Asset Managers (OMAM) Pantheon International Participations www.pipplc.com
PIP’s primary objective is to maximise capital growth by investing in funds specialising in unquoted investments, acquiring unquoted portfolios and from time to time participating in direct investments into private companies. Platinum Investment Trust plc www.platinumfm.co.uk
Platinum Investment Trust plc, is a long term investment vehicle, listed on the London Stock Exchange, managed by Platinum Fund Managers Limited, an independent fund management company. The trust had assets of £77 million at 30th April 2004. Polar Capital Partners www.polarcapital.co.uk
Polar Capital Partners Premier Asset Management www.premierfunds.co.uk
Premier High Income, Premier Pacific Income, Premier Utilities, European Utilities Private Equity Investor PLC www.peiplc.com
Private Equity Investor PLC is an investment company, incorporated in the UK, which invests principally in early to pre-IPO stage information technology companies and has the tax benefits of investment trust status. Progressive Asset Management www.pro-asset.com
Manager of Advance Developing Markets Renaissance Capital Group www.rencapital.com
Renaissance Capital Group Royal London Asset Management www.rlam.co.uk
Royal London Asset Management Rutland Partners www.rutlandpartners.com
Rutland Partners Schroders www.schroders.com
global asset management company Scottish Widows Investment Partnership www.swipartnership.co.uk
Asset Management Company Standard Life Investments uk.standardlifeinvestments.com
Standard Life Investments SVM www.svmonline.co.uk
Investment Managers Templeton Emerging Markets Investment Trust www.franklintempleton.co.uk/uk/jsp_cm/funds/investmenttrust.jsp
Templeton Emerging Markets Investment Trust The Eastern European Trust www.teetplc.com
closed-end investment trust company The Scottish Investment Trust www.sit.co.uk
The Scottish Investment Trust TR Property Investment Trust plc www.trproperty.com
TR Property is a UK-based investment company, listed on the FTSE 250 index, which invests in Pan European equities and UK direct property on behalf of its shareholders. Tribune Trust Plc www.tribunetrust.com
The investment objectives of the two share classes are to provide long-term growth of capital and income through selective investment in the UK and international markets. Utilico Investment Trust plc www.utilico.co.uk
objective is to provide long-term capital appreciation by investing predominantly in utility and related businesses including other investment companies investing in these businesses Value and Income www.olim.co.uk
Value and Income Witan Investment Trust Plc www.witan.co.uk
International General Investment Trust |