Charter Finance Resource Latest News: Overview of Investment Trusts

Investment TrustsBelow are some of the most well known or some of the not too well known Investment Trusts, each of those listed below have been around for over 100 years. You will find information on when each Trust was launched along with the profits made in regards to share values on an initial investment of £100 over the last twenty five years.

Foreign and Colonia Investment Trust – This Investment Trust was launched in January 1868, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £828.48.

Dunedin Income Growth – This Investment Trust was launched in February 1873, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £858.21.

Scottish American ­­- This Investment Trust was launched in March 1873, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £544.61.

JP Morgan American – This Investment Trust was launched in January 1881, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £983.86.

Mercantile – This Investment Trust was launched in December 1884, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £1451.98.

JP Morgan Overseas – This Investment Trust was launched in January 1887, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £741.04.

Scottish Investment Trust – This Investment Trust was launched in July 1887, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £667.41.

Henderson Smaller Companies – This Investment Trust was launched in December 1887, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £485.67.

Alliance Trust – This Investment Trust was launched in April 1888, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £805.11.

Bankers – This Investment Trust was launched in April 1888, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £1187.95.

British Empire Securities and General – This Investment Trust was launched in January 1889, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £1786.39.

F and C Global Smaller Companies – This Investment Trust was launched in February 1889, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £1477.39.

Merchants – This Investment Trust was launched in February 1889, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £948.95.

Edinburgh Investment – This Investment Trust was launched in March 1889, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £800.47.

Law Debenture Corporation – This Investment Trust was launched in December 1889, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £1589.95.

City of London – This Investment Trust was launched in January 1891, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £1150.06.

British Assets – This Investment Trust was launched in January 1898, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £562.74.

TR Property – This Investment Trust was launched in May 1905, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £995.28.

Black Rock Smaller Companies – This Investment Trust was launched in February 1906, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £1353.39.

Witan Pacific – This Investment Trust was launched in December 1907, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £330.19.

Murray International – This Investment Trust was launched in December 1907, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £1260.85.

Scottish Mortgages – This Investment Trust was launched in January 1909, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £1350.04.

Witan – This Investment Trust was launched in February 1909, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £937.77.

London and St Lawrence – This Investment Trust was launched in March 1910, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £943.93.

Hansa Trust – This Investment Trust was launched in January 1912, and the share price from a £100 investment over a 25 year period ending June 30th would now be worth £1259.65.