Alternative Investment Trusts | Columbia Threadneedle Investments

Explore alternative investments with our investment trusts over the long-term

As investors consider how to build resilience into their portfolios over different life stages, some look beyond traditional stock markets for additional sources of diversification. Alternative investments can offer exposure to assets and strategies that behave differently from equities and bonds, helping to broaden overall portfolio construction.

Alternative investment trusts provide access to a wide universe of investments, from property and private equity to specialist sectors such as healthcare. These strategies are typically managed with a long‑term perspective and are designed to complement more traditional investments as part of a diversified portfolio approach.

Our alternatives range includes TR Property Trust, CT Private Equity Trust, and CT Healthcare Trust, each offering a distinct way to access alternative asset classes within an established investment trust structure.

Our alternative investment trusts

CT Private Equity Trust

Offering access to the potential benefits of investment in unlisted companies.

TR Property Trust

Offering diverse exposure to the UK and European commercial property market, TR Property Trust appeals to investors looking for solid capital growth and a growing dividend.

CT Healthcare Trust

Investing in healthcare innovation – where long‑term growth meets opportunity.

Awards and ratings as at Nov 2025.

The benefits of investment trusts

Risks spread over a number of stocks

A well-balanced portfolio will typically include a diverse range of investments. This means risks are spread and the performance of your portfolio are not dependent on the performance of a small number of companies.

Access hard to reach investment opportunities

Investment trusts allow you to access otherwise hard to reach investments, such as private equity. Investment trusts issue a fixed number of shares, allowing them to invest in illiquid assets that can be out of reach for retail investors.

Professional fund managers

Investment trusts are actively managed by a fund manager, backed with the investment expertise of research teams, with the goal of outperforming the market or benchmark over time.

Income potential

Many investment trusts have a long-running track record of paying dividends, paid from performance and in leaner times supported by revenue reserves, making them attractive for income-seeking investors.

Let's talk about risk

The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances. Each Trust has different risk factors. Please see the Key Information Documents (KIDs) for further details on the risks for each trust. There is no guarantee that dividends will continue to increase.

About Columbia Threadneedle Investments

Columbia Threadneedle’s investment trust business is part of its global asset management business, which is entrusted with £477bn on behalf of individual, institutional and corporate clients around the world.*

The business employs approximately 2,300 people* – including approximately 550 investment specialists based in North America, Europe and Asia.** As well as investment trusts, Columbia Threadneedle offers clients a wide range of strategies across equities, fixed income and alternatives, as well as specialist responsible investment capabilities and a comprehensive suite of solutions.

*All correct as at 30 June 2025.

**Although RI research is made available to all portfolio managers, each portfolio management team within our firm makes its own investment decisions and certain teams may place more, less or no emphasis on such research in any given investment decision.