In August, Golden Prospect Precious Metal was the top performing UK investment trust, up 20% on a net asset value basis and trading at an 11% discount. Personal Assets rose 2% and Premier Miton Global Renewables Trust fell 7%. Trusts investing in Vietnam, China, and Japan also saw strong returns.
Among the 100 UK investment trusts that had a positive month in August, Golden Prospect Precious Metal, Rights & Issues Investment Trust, CQS Natural Resources G&I, Geiger Counter, and Vietnam Enterprise were the top performers. These trusts saw significant growth in their net asset values.
Golden Prospect Precious Metal rose 20.31% in August, beating its benchmark and trading at an 11.45% discount. Rights & Issues Investment Trust rose 20.19%, CQS Natural Resources G&I rose 16.98%, Geiger Counter rose 12.50%, and Vietnam Enterprise rose 12.32%. These trusts showed strong performance in various categories.
Investment trusts allow exposure to illiquid assets and niche sectors. They trade on the London Stock Exchange, priced in real-time for easy tracking. Performance can be calculated through net asset value (NAV) and share price, with discounts or premiums indicating investor favor. Trusts like Rights & Issues Investment Trust showcase varying performance metrics.
Data from Morningstar Direct highlights the performance of UK investment trusts in August. Net asset value and share price returns, discounts, and premiums provide insights into trust performance. The top-performing trusts showcased strong growth, offering valuable information for investors evaluating their portfolios.
Read more at Morningstar: The Best-Performing UK Investment Trusts in August 2025
