Important information - the value of investments and the income from them, can go down as well as up, so you may get back less than you invest.
The only US-focused investment trust to feature among the 10 most popular among Fidelity clients in January dropped out of the table in February, as did the only two British stock market funds. A European trust and global portfolios took their place, while the top 10’s only China trust moved up the chart.
Here in detail are the investment trusts that proved most popular among our clients in February.
US trusts
Just one trust focused on US shares featured among the top 10 most bought listed funds in January – JPMorgan American in sixth position – but it dropped out of the chart in February. Investors may have been put off from buying US funds in the latter half of the month as the sell-off on Wall Street took hold.
UK trusts
It was a similar story for trusts that invest in London-listed stocks, even though the FTSE 100 index of leading shares rose in the final 10 days of February while US stocks were falling. The two UK stock market trusts to feature in January’s top 10, Fidelity Special Values in second place and City of London in ninth, both dropped out of the table in February. The only UK trust to remain was Greencoat UK Wind, which moved up from eighth position to sixth.
Global trusts
Trusts that invest across the world increased their dominance of the top 10 in February. Although one, Polar Capital Technology, dropped out of the table from 10th place the previous month, three new global trusts appeared: Personal Assets, Allianz Technology and Alliance Witan in eighth, ninth and 10th places respectively. Meanwhile Scottish Mortgage maintained its spot at the top of the table, while International Public Partnerships, an infrastructure fund, stayed in third place. JPMorgan Global Growth & Income slipped one place from fourth to fifth and F&C stayed put in seventh position.
Regional trusts
The final two places in the top 10 were occupied by trusts that focus on specific regions. Fidelity China Special Situations moved up to second place in February from fifth in January and Fidelity European was a new entrant into the chart in fourth place.
Top 10 best-selling investment trusts on Fidelity Personal Investing in February 2025
- Scottish Mortgage
- Fidelity China Special Situations
- International Public Partnerships
- Fidelity European
- JPMorgan Global Growth & Income
- Greencoat UK Wind
- F&C
- Personal Assets
- Allianz Technology
- Alliance Witan
Source: Fidelity International. Gross investment trust sales in February 2025 for Personal Investors only.
Important information - investors should note that the views expressed may no longer be current and may have already been acted upon. Overseas investments will be affected by movements in currency exchange rates. Investments in emerging markets can be more volatile than other more developed markets. The shares in these investment trusts are listed on the London Stock Exchange and their price is affected by supply and demand. Investment trusts can gain additional exposure to the market, known as gearing, potentially increasing volatility. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
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