Presenting
AJ OLD
AJ Bell is one of the UK’s largest providers of online investment platforms and stockbroker services. With more than 230,000 customers and assets under administration exceeding £52 billion, we succeed by providing award-winning investment products, backed up with excellent service and online functionality at a low cost.
BlackRock Greater Europe Investment Trust
BlackRock Greater Europe Investment Trust invests in a combination of large, mid and small-cap European companies. This includes investing in the developing markets of Europe, which we believe offer significant growth potential and investment opportunities.
JPMorgan Emerging Markets Investment Trust
JPMorgan Emerging Markets Investment Trust plc seeks to uncover quality stocks from across emerging markets that are also attractively valued, benefiting from an extensive network of country and sector specialists from one of the longest established emerging market teams in the industry.
Monks Investment Trust
The Monks Investment Trust is both a distinctive trust and one of distinction. It was launched in 1929 and has been managed by Baillie Gifford throughout most of its history.
Monks seeks to meet its objective by investing principally in a portfolio of global quoted equities. Equities are selected for their inclusion within the portfolio solely on the basis of the strength of the investment case.
There are no limits to geographical or sector exposures, but these are reported to, and monitored by, the Board in order to ensure that adequate diversification is achieved. The number of holdings in equities typically ranges from 70 to 200. As at 28 February 2019, the portfolio contained 117 equity holdings.
The investment trusts managed by Baillie Gifford & Co Limited are listed UK companies. The value of their shares, and any income from them, can fall as well as rise and investors may not get back the amount invested.
Polar Capital Global Financials Trust (PCFT)
The Polar Capital Global Financials Trust aims to select the best investment opportunities from the world of financials. The five-strong investment team, with almost 100 years’ experience invest solely in financials, scouring the globe and actively investing in developed regions such as the US as well as emerging economies and Asia. The culture at the firm is collegiate and, as such, the managers are able to draw on the expertise of the wider investment teams at Polar Capital, which includes a dedicated Global Insurance team.
Schroder Japan Trust (SJG)
Schroder Japan Trust (SJG) aims to achieve long-term capital growth by investing in a diversified portfolio of 50-60 of the best quality but undervalued companies in Japan.