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25.29 34.49 Fund Share price total return for trusts, NAV total return for mutual funds 20 Feb ’20 to 16 Mar ’21. Source: FE Fundinfo But over longer time periods, the merits of the trust structure are evident when it comes to performance, according to research from Interactive Investor. The platform provider found on average, investment trusts have outperformed funds in almost every major sector on an annualised basis over 10 and 20 years (see table below). It found the average global investment trust has outperformed its fund equivalent by almost one percent (0.95%) a year over the last 10 years, and by 2.62% per year over the last 20 years. The UK Equity Income sector has seen investment trusts outperform funds by an average of 1.79% per year over 10 years and 1.5% per year over 20 years.

United kingdomUnited kingdom generalTemple barAnnabel brodie smithBryan hughesGavin haynesBaillie gifford pacificJason hollandsFinsbury growth income trustAssociation of investment companiesTemple bar investment trustBaillie gifford monks investment trustBaillie gifford pacific horizon investment trustFidelity special valuesPolar capital global technologyUnited kingdom smaller companies ret platform