Our Investment Trusts

Our investment trust range traces its heritage back to 1868, providing investment opportunities in specific regions and investment objectives.

A range of investment objectives to select from

Our investment trusts provide investors with a range of investment opportunities across equities, property and private equity.

Each trust is tailored to offer clients different aims and objectives with the option of capital growth, income or a combination of both, offered through portfolios with specific regional focuses or global remits.

Investors can invest directly into Columbia Threadneedle’s suite of investment trusts via its own Savings Plan or through a third-party investment platforms.

Each trust has different risk factors. Please see the Key Information Documents (KIDS) 
for further details on the risks for each trust.

Global

Investing globally allows you to tap into a number of different markets, 
helping you spread your risk.

UK & Europe

Invest in companies closer to home in the UK, across Europe, or both, to help you potentially achieve the investment goals you seek.

Alternatives

Invest in commercial property in sectors including offices, retail and industrial units through our Property 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.

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.

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.

Our jargon buster

Our glossary can help explain anything you want to understand. Getting the ball rolling can be easier when you understand some of the words that the world of investing.

This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.