Investment Trust Update | March 2020

Aberdeen Standard Investments is a leading manager of investment trusts with over £10 billion of assets. Aberdeen Standard Investments investment trusts focus on the following areas: Asia, emerging markets, globally invested funds, Japan, North America and the UK; as well as specialist sector funds.

• Trust Finder
• ISA/Share Plan Brochure & Application form
• Murray Income Trust
• Murray International Trust
• Dunedin Income Growth Investment Trust

Baillie Gifford has been managing investments since 1908. As a wholly independent partnership, with no external shareholders demanding short-term gains, we can focus on what we do best, seeking out long-term investment returns for our clients.

We are the largest manager of investment trusts in the UK with twelve trusts that give access to global, regional and income investment opportunities.

As with all stock market investments, your capital is at risk. Baillie Gifford & Co Limited is authorised and regulated by the Financial Conduct Authority.

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of 31 December 2019, the firm managed approximately $7.43 trillion in assets on behalf of investors worldwide. We can help you chart a path to financial health through a range of products, including Investment Trusts. So, whether you’re looking for income, growth or both, our experienced team has a range of 9 investment trusts to suit your needs.

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J.P. Morgan Asset Management, with assets under management of USD 2.3 trillion (as of September 2020), 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.

Our investment trusts cover a variety of investment styles, whether you’re looking to generate a regular income, want to target long-term capital growth, or you need to produce an attractive income and grow your savings at the same time.

You can also choose to invest in the home UK market, or access opportunities further afield in the US, Europe, emerging markets or the far east—all backed by the experience and expertise of J.P. Morgan Asset Management’s global investment platform.

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At Schroders, asset management is our business and our goals are completely aligned with those of our clients - the creation of long-term value. We launched our first investment trust in 1924. Our range provides investors with access to a range of nine distinctive investment opportunities including: UK and Japanese equities, Pan-Asian equities and commercial property.

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• View Schroders Investment Trust range
• View latest Investment Trust articles
• 9 considerations when comparing Investment Trusts and Unit Trusts
• Getting to grips with discounts and premiums
• Investment Trusts as part of your income strategy – Q&A

The Association of Investment Companies (AIC) provides training, statistics and industry data for financial advisers and wealth managers who use investment trusts. Among the free services
provided are:

• Face-to-face training seminars and workshops
• Online training
• Bespoke training for individual firms
• Performance data and fund statistics
• Quick, easy access to factsheets and reports
• A monthly industry update, "Spotlight"