The investment trusts that would have made you an ISA millionaire
Capital at risk. These figures relate to past performance. Past performance is not a reliable indicator of future results.
Scottish Oriental has been ranked as number seven in a list of top 50 investment trusts, published by the Association of Investment Companies (AIC). Independent research from the AIC identified a total of 50 investment trusts which would have made investors more than £1 million if they had invested the full annual ISA allowance (£326,560 plus reinvesting the dividends) in the same trust each year on 6 April from 1999 to 2024.
Annabel Brodie-Smith, Communications Director of the Association of Investment Companies, said: “Investment trusts’ long-term approach has delivered strong performance for investors over time. With their permanent capital structure, investment trusts can take a long-term view and are never forced sellers. This makes them particularly suitable for hard-to-sell assets like smaller companies and unquoted companies.
“History demonstrates the resilience of investment trusts, which have navigated numerous crises including two world wars, the financial crisis, the dotcom boom and bust and the pandemic over more than 155 years. While past performance is no guarantee of future returns, the structure of investment trusts offers a compelling approach for investors seeking to build long-term wealth amidst economic uncertainty.”
Risk factors
Capital at risk. The value of investments and any income from them may go down as well as up and are not guaranteed. Investors may get back significantly less than the original amount invested.
Important Information
This document has been prepared for informational purposes only and is only intended to provide a summary of the subject matter covered and does not purport to be comprehensive. The views expressed are the views of the writer at the time of issue and may change over time. It does not constitute investment advice and/or a recommendation and should not be used as the basis of any investment decision. This document is not an offer document and does not constitute an offer or invitation or investment recommendation to distribute or purchase securities, shares, units or other interests or to enter into an investment agreement. No person should rely on the content and/or act on the basis of any material contained in this document.
Net Asset Value (NAV) performance is not the same as share price performance and shareholders may realise returns that are lower or higher than NAV performance.
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References to “we” or “us” are references to First Sentier Investors.
In the UK, issued by First Sentier Investors (UK) Funds Limited which is authorised and regulated by the Financial Conduct Authority (registration number 143359). Registered office Finsbury Circus House, 15 Finsbury Circus, London, EC2M 7EB number 2294743.
Scottish Oriental Smaller Companies Trust plc (“Company”) is an investment trust, incorporated in Scotland with registered number SC0156108, whose shares have been admitted to the Official List of the London Stock Exchange plc. The Company is an alternative investment fund and has appointed First Sentier Investors (UK) Funds Limited as the alternative investment fund manager for the Company. Further information is available from Client Services, First Sentier Investors (UK) Funds Limited, Finsbury Circus House, 15 Finsbury Circus, London, EC2M 7EB or by telephoning 0800 587 4141 between 9am and 5pm Monday to Friday or by visiting www.scottishoriental.com. Telephone calls with First Sentier Investors may be recorded.
First Sentier Investors entities referred to in this document are part of First Sentier Investors a member of MUFG, a global financial group. First Sentier Investors includes a number of entities in different jurisdictions. MUFG and its subsidiaries do not guarantee the performance of any investment or entity referred to in this document or the repayment of capital. Any investments referred to are not deposits or other liabilities of MUFG or its subsidiaries, and are subject to investment risk including loss of income and capital invested.
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