Top investment trusts for 2025

We’re a quarter of the way through 2025, and the end of the tax year is approaching. Could one of these top investment trusts make a good addition to your ISA?

A woman making investment decisions on her phone and laptop
(Image credit: Kateryna Onyshchuk via Getty Images)

As the end of the tax year approaches, savvy investors will be wondering what the best investment trusts to add to their ISAs ahead of the deadline might be.

Investment trusts are an effective way of investing in stocks and funds as well as less liquid assets like infrastructure projects or venture capital-funded companies.

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Investment trusts

Growth / Value score (5 to -5)

Quality score (10 to 0)

Pershing Square Holdings

N/A

N/A

Ashoka India Equity Investment

5.5

4.4

Pacific Assets

3.3

6.1

Schroder Asian Total Return Inv. Company

2.1

5.3

Odyssean Investment Trust

1.8

0.7

CQS Natural Resources G&I

1.5

5.3

Fidelity European Trust

1.3

6.3

Pacific Horizon

1.2

4.8

AVI Japan Opportunity

0.4

9.0

Henderson European Trust

0.4

6.1

Invesco Global Equity Income Trust

0.2

4.6

Vietnam Enterprise

-0.6

2.4

The European Smaller Companies Trust

-1.1

7.4

JPMorgan American

-1.2

5.1

Vietnam Holding

-1.2

3.2

BlackRock Frontiers

-1.3

5.0

BlackRock Energy and Resources Inc

-1.3

5.5

Schroder Japan Trust

-1.4

6.8

Strategic Equity Capital

-1.6

9.8

Fidelity China Special Situations

-3.0

7.4

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Investment trusts

Growth / Value score (5 to -5)

Quality score (10 to 0)

Montanaro UK Smaller Companies

2.5

6.3

Utilico Emerging Markets

1.7

5.2

JPMorgan UK Small Cap Growth & Income

0.8

8.0

CC Japan Income & Growth

0.8

6.0

BlackRock Smaller Companies

0.3

8.0

Scottish American

0.3

5.5

Templeton Emerging Mkts Invmt Tr

-0.3

5.3

JPMorgan Global Growth & Income

-0.3

3.5

JPMorgan European Growth & Income

-0.7

6.0

Henderson Smaller Companies

-1.8

7.4

Invesco Asia

-1.9

6.2

Diverse Income Trust

-2.0

6.3

Law Debenture Corporation

-2.3

5.3

abrdn Asian Income Fund

-2.5

5.6

TR Property

-2.7

9.3

Henderson Opportunities

-2.7

5.5

Schroder Oriental Income

-2.8

7.0

BlackRock World Mining Trust

-3.2

6.4

Aberforth Smaller Companies

-3.5

5.1

Fidelity Special Values

-3.9

6.3

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Trust

Association of Investment Companies (AIC) Sector

Yield (%)

Foresight Environmental Infra

Renewable Energy Infrastructure

10.7

Foresight Solar

Renewable Energy Infrastructure

10.4

Bluefield Solar Income Fund

Renewable Energy Infrastructure

9.5

Renewables Infrastructure Grp

Renewable Energy Infrastructure

8.7

CVC Income & Growth GBP

Debt - Loans & Bonds

8.1

Greencoat UK Wind

Renewable Energy Infrastructure

7.8

BBGI Global Infrastructure

Infrastructure

6.9

Ecofin Global Utilities & Infra

Infrastructure Securities

4.7

3i Infrastructure

Infrastructure

4.0

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Top performing investment trusts, 1 January - 27 March 2025

Investment trust

Share price total return (%) YTD

JPMorgan Emerging Europe, Middle East & Africa

42.47

DP Aircraft I

41.68

Warehouse REIT*

40.81

Golden Prospect Precious Metals

38.03

Gresham House Energy Storage

37.91

Care REIT*

37.10

Harmony Energy Income Trust*

35.48

LMS Capital

33.33

Ground Rents Income Fund

31.08

Urban Logistics REIT*

29.49

Fidelity China Special Situations

25.34

NB Distressed Debt New Global shares

24.79

Gore Street Energy Storage Fund

24.07

Life Science REIT

21.32

Baillie Gifford China Growth Trust

20.54

JPMorgan China Growth & Income

19.97

Aquila Energy Efficiency Trust*

18.27

Marwyn Value Investors

18.12

JPMorgan European Growth & Income

16.13

BBGI Global Infrastructure S.A*

15.76

Dan McEvoy
Senior Writer

Dan is a financial journalist who, prior to joining MoneyWeek, spent five years writing for OPTO, an investment magazine focused on growth and technology stocks, ETFs and thematic investing.

Before becoming a writer, Dan spent six years working in talent acquisition in the tech sector, including for credit scoring start-up ClearScore where he first developed an interest in personal finance.

Dan studied Social Anthropology and Management at Sidney Sussex College and the Judge Business School, Cambridge University. Outside finance, he also enjoys travel writing, and has edited two published travel books.