It has been one of those years where decades happen in weeks, to misquote Lenin, and we are only halfway through 2025. From DeepSeek at the start of the year, to trade wars and an escalation in the Middle East more recently, there has been plenty to rattle markets.
Despite this, investment trust performance has been strong. The average trust (excluding venture capital trusts) is up 7% over the past six months in share price terms, according to the Association of Investment Companies (AIC).
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|
Sector |
H1 2025 |
1 year |
3 years |
5 years |
10 years |
|
European Smaller Companies |
24.41% |
22.95% |
53.44% |
80.82% |
174.32% |
|
Property – UK Commercial |
17.94% |
22.29% |
-15.73% |
21.48% |
46.00% |
|
Europe |
17.48% |
7.11% |
52.63% |
57.39% |
142.01% |
|
China / Greater China |
14.60% |
25.07% |
-10.93% |
-6.27% |
84.60% |
|
UK All Companies |
13.18% |
17.24% |
54.68% |
70.85% |
107.07% |
|
Japan |
12.28% |
14.43% |
42.10% |
28.77% |
124.36% |
|
Private Equity |
12.03% |
27.30% |
168.55% |
291.77% |
550.53% |
|
UK Equity Income |
11.62% |
16.25% |
36.69% |
74.31% |
97.21% |
|
Debt – Structured Finance |
11.42% |
24.05% |
54.14% |
106.20% |
106.42% |
|
Global Emerging Markets |
11.42% |
15.09% |
32.16% |
34.20% |
109.91% |
|
Average investment trust ex VCTs |
7.09% |
12.48% |
36.42% |
64.72% |
176.38% |
