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Investments - Investment Trusts

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CompanyValue of £1,000 lump sum investment over 5 years
1Ecofin Water & Power Opportunities Capital£13,793.82
2Royal London UK Equity & Income£9,536.41
3Resources Investment Trust£7,720.67
4F&C Private Equity Trust£6,193.88
5Blackrock Latin American£4,884.67
6JP Morgan Russian Securities£4,318.13
 
(Total Return, UK Net, No initial charges).
Fund Performance figures as at 29/08/2008 supplied by: Lipper Ltd.
Lipper Ltd
  • Notes: Past performance is not a guarantee of future performance. The figures and details shown are obtained from sources believed to be reliable. However, the accuracy and completeness of any information cannot be guaranteed and no warranty or representation is given and users must check all rates, conditions and details before finalising any arrangement. No liability can be accepted for any direct or consequential loss arising from the use or reliance upon this information.
  • Source: www.moneyfacts.co.uk
  • Date Compiled: 7 September 2008

Product Guide

  • Investment trusts

    An investment trust is a company in which shares can be bought and which must be quoted on a Stock Exchange, usually the London. It is a 'pooled' investment, with many investors owning shares in the same trust.
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