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Alliance Trust reveals top investment trust choices

11th April 2007 Print
The Alliance Trust ISA Ranking lists the most popular investment trusts that private investors have chosen for their ISA through Alliance Trust Savings, excluding investments in Alliance Trust PLC. The latest ranking shows six new entrants that were not in the previous quarterly top choices, notably Lowland Investment Trust that comes in at sixth place. The ranking excludes shares in Alliance Trust PLC, the investment trust company that owns Alliance Trust Savings.

The new top choice is British Empire, which took the top place in the fourth quarter and was also the most popular choice among investors for the full year in 2006. In the fourth quarter, RIT Capital Partners diipped to fourth place from first in the previous quarter. Caledonia goes up one place to second and TR Property rises one becoming the third most-popular choice with investors.

In the full year ranking for 2006 headed by British Empire, RIT Capital Partners sits at second place, Caledonia at third and TR Property at fourth, the same four trusts that were the most popular in ISAs in 2005.

Malcolm Dodds, PEP and ISA Manager at Alliance Trust, said, " This ranking is a great snapshot of where people are investing at the moment and has seen quite a lot of movement over the year. The ranking highlights that private investors do stick with investments with encouraging performance but are also flexible and willing to try new options.”

“The fluctuations in investors’ choices show how important it is to have a wide range of investment options for your PEP and ISA money so that you can adapt your investments according to your view of the market.”