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Tracker Trusts

A tracker investment trust is an investment trust which aims to track the performance of a particular index such as the FTSE All-Share Index or the S&P 500.

You can choose to invest your Stocks and Shares ISA allowance of £7,200 a year in our Investment Trust ISA. Invest monthly from only £100 or invest a lump sum from £1,000.

 Growth or IncomeRisk GuideDividends PaidPerformanceFactsheet
Tracker Trusts
Edinburgh UK Tracker Trust plcBothAverageTwice Yearly

April,
August
View PerformancePDF
Edinburgh US Tracker Trust plcBothAverageTwice Yearly

May,
October
View PerformancePDF

Note: Every investor’s risk appetite is different and subjective. The risk ratings have been independently assessed by WINS Investment Trusts (a division of Winterflood Securities Limited) as at 30 November 2007. The ratings apply only to asset performance and not share price. The risk characteristics of a trust may change over time, particularly for funds with gearing, complex capital structures or with assets invested in volatile asset classes. The rating does not address the circumstances of any particular individual or entity, and is not intended to provide the sole basis for any evaluation of an investment decision. It should be noted that all funds carry some degree of risk, and securities classified as “Below Average” should not be regarded as a cash proxy as their price may fall in certain market conditions. Additionally, subjective measures of risk have been incorporated such as portfolio concentration, stated policy, currency exposure, gearing and the manager’s investment style. Advice from a suitably qualified professional should always be sought in relation to any particular matter or circumstances.