Statistical Supplement August 2025

A digital-only version of our highly popular Statistical Supplement, containing performance data on the whole of the investment trust sector, in our own special format.   12pp A5 layout. 

To differentiate our tables from those available online, we have adapted the data and done things our own way.  This means we have combined certain sectors that are often listed separately, such as Japan and Japanese Smaller Companies, to provide what we think is a more useful comparison.  Very small trusts capitalised at less than £25m have been excluded.  One unique addition is an extra column showing when we last mentioned each trust in the newsletter.  This may help as an index.