In Focus: Tax Year End  

Thirty trusts that would have made Isa savers millionaires

The 30 “Isa millionaire” investment companies

Investment company

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AIC sector

Share price total return, 06/04/1999 to 25/02/2022

Total ISA investment  value at 25/02/2022

HgCapital Trust

Private Equity

3,450%

£2,062,931

Scottish Mortgage

Global

1,776%

£2,046,762

Allianz Technology Trust

Technology & Media

1,603%

£1,746,012

Pacific Horizon

Asia Pacific

3,210%

£1,726,154

Polar Capital Technology

Technology & Media

1,298%

£1,555,681

Aberdeen Standard Asia Focus

Asia Pacific Smaller Companies

3,606%

£1,399,197

BlackRock Throgmorton Trust

UK Smaller Companies

1,504%

£1,394,984

BlackRock Smaller Companies

UK Smaller Companies

1,353%

£1,313,361

Montanaro European Smaller Companies

European Smaller Companies

1,109%

£1,225,549

Scottish Oriental Smaller Companies

Asia Pacific Smaller Companies

3,222%

£1,201,039

TR Property

Property Securities

2,015%

£1,197,023

3i

Private Equity

930%

£1,194,494

Rights & Issues

UK Smaller Companies

1,730%

£1,187,666

Canadian General Investments

North America

1,531%

£1,187,340

abrdn UK Smaller Companies Growth

UK Smaller Companies

724%

£1,165,308

BlackRock World Mining Trust

Commodities & Natural Resources

2,154%

£1,158,910

Biotech Growth

Biotechnology & Healthcare

1,315%

£1,124,071

Worldwide Healthcare

Biotechnology & Healthcare

1,932%

£1,120,001

JPMorgan UK Smaller Companies

UK Smaller Companies

1,294%

£1,102,772

Invesco Perpetual UK Smaller Companies

UK Smaller Companies

1,340%

£1,099,079

Oryx International Growth

UK Smaller Companies

842%

£1,092,604

Mid Wynd International

Global

1,155%

£1,078,848

JPMorgan China Growth & Income

China / Greater China

1,497%

£1,074,332

JPMorgan European Discovery

European Smaller Companies

1,692%

£1,063,440

JPMorgan American

North America

666%

£1,056,986

International Biotechnology

Biotechnology & Healthcare

1,658%

£1,039,390

JPMorgan US Smaller Companies

North American Smaller Companies

1,207%

£1,021,282

Henderson Smaller Companies

UK Smaller Companies

475%

£1,016,271

Schroder AsiaPacific

Asia Pacific

1,349%

£1,007,009

The European Smaller Companies Trust

European Smaller Companies

841%

£1,001,620

Source: AIC/Morningstar. 

sally.hickey@ft.com