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The investment trusts readers have been studying

The surprising investment trusts Trustnet readers have started researching

By Rory Palmer, Reporter, Trustnet 16 July 2021

Baillie Gifford has dominated the most-researched investment trusts by readers in 2021 but previously unheralded names such as Geiger Counter, Miton UK MicroCap and Canadian General Investments have seen the greatest surge, according to the latest figures.

Comparing page view data with 2020, the familiar names of Scottish Mortgage, Monks Investment Trust and Edinburgh Worldwide hold on to the top-three spots.

Holding onto top spot was the £18.7bn Scottish Mortgage Investment Trust, accounting for 8.5 per cent of Trustnet readers’ research. It was revealed in March that manager James Anderson will leave Baillie Gifford in April 2022, having managed the fund since 2000, stoking a renewed interest in the UK’s largest investment company…

Monks Investment Trust, which was third overall in 2020 is now up to second in 2021 year-to-date. The £3.3bn Baillie Gifford strategy is overseen by FE fundinfo Alpha Manager, Spencer Adair and Malcolm MacColl…

Slipping one place, but remaining in the top-three, the £1.4bn Edinburgh World Investment Trust – also managed by Baillie Gifford – has had a difficult first half of the year, down 8 per cent, but it’s a small blip in an otherwise impressive 474.2 per cent return over 10 years.

Across the top 25, there have been several names that have broken into the list from lower standings last year, including some trusts that have jumped from quite modest positions a year ago…

Cracking the top 10, the BlackRock World Mining Trust is the only portfolio from the IT Commodities & Natural Resources sector to make this list…

Finally, some trusts experienced a huge surge in popularity and research, moving up over 100 places from their standings in 2020…

The £103.9m Miton UK Micro Cap trust experienced a similar jump. The trust, headed by Gervais Williams, has surged in popularity with Trustnet readers…

James Carthew, head of investment trust research at QuotedData said: “It seemed for a long time the fund was getting left behind – but the vaccines have proved to be a great catalyst for this being re-rated.”

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