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 10 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

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
3 January 2024

Peter Hewitt

Portfolio Manager, Multi-Asset Solutions

Waiting for the Patience Pay-off

Investment trust discounts have widened considerably this year, mainly due to sentiment in our view. We look at the time horizon for a potential turnaround.
Read time - 3 mins
15 December 2023

Peter Ewins

Portfolio Manager, The Global Smaller Companies Trust

A welcome ray of light going into year end  

October inflation figures from the US and UK have raised hopes that an easing in rates might be brought forward. We discuss why this is good for small caps.
15 December 2023

Hamish Mair, BSc, MBA, ASIP

Managing Director and Head of Private Equity

A difficult year of transition

Higher interest rates have been the primary challenge of the current year. This has had consequences and tested the portfolio’s resilience.
8 November 2023

Sam Cosh

Portfolio Manager, European Assets Trust

Lucy Morris

Portfolio Manager, European Equities

Size is no barrier to opportunity 

Small and medium-sized companies in Europe may not be the obvious destination for accessing big global investment themes but with a strong research capability, we think there is excellent long-term potential in select stocks.
Read time - 3 min

Our range of Investment Trusts

F&C Investment Trust

True to our goal for over 150 years.

CT Global Managed Portfolio

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

The Global Smaller Companies Trust

Investing in high quality, profitable global smaller companies.
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.

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.

CT UK Capital & Income Investment Trust

Focused on generating capital growth and an attractive income.

CT UK High Income Trust

Aiming to provide an attractive level of income together with the opportunity for capital growth.

European Assets Trust

Investing in small and medium-sized European companies.
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.

Balanced Commercial Property Trust

Investing in a diversified UK commercial property portfolio.

CT Private Equity Trust

Unlocking private equity for over two decades.

TR Property Investment Trust

Over a century of real estate investing.
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 Trust factsheets

Latest Fund Manager videos

Future Trends in Investment Trusts - UK Equity Income

(27:41)

CT High Income Trust webinar - September 2023

Global Smaller Companies webinar - July 2023

FCIT webinar - June 2023

Research reports

Literature

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© 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, Exchange House, Primrose Street, London EC2A 2NY, 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.

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