Outrageous Predictions
Executive Summary: Outrageous Predictions 2026
Saxo Group
Read Saxo's Outrageous Predictions for 2026, our latest batch of low probability, but high impact ev...
Access both platforms from your single Saxo account.
Investor Insights: Five of the top performing UK investment trusts for your ISA in 2025
Neil Wilson
Investor Content Strategist
Note: This is marketing material. This article is not investment advice, capital is at risk.
If you want to learn more about incorporating gold into your portfolio, I had a look at the Ray Dalio All-Weather Portfolio, and had a look at a simple DIY diversified approach that incorporates gold.
Key Points
- Mining, Latin America and Biotechnology were some of the major themes of 2025 for UK investment trusts
- Despite the AI trade dominating stock markets, investment trusts have shown resilience through diversification
- Investment trusts can offer investors a valuable tool for diversifying their portfolios
As 2025 draws to a close it’s time to take stock of some of the top performing ISA-eligible investment trusts over the last year*.
CQS Natural Resources Growth and Income Plc +80.89%
Invests in mining and resources equities. Largest holdings include uranium miner NextGen Energy, and gold explorers Emerald Resources and Ora Banda Mining. Clearly a beneficiary of the surge in metal prices, particularly gold, in 2025. I had a look at investing in gold here.
BlackRock World Mining Trust Plc +67.57%
Another basic resource trust investing in large mining stocks, the largest holding is Agnico Eagle Mines, Canada’s largest mining company and world number two gold producer. Rio Tinto, Wheaton Precious Metals Corp, Vale and Freeport-McMoRan are also +5% holdings.
BlackRock Latin America Inv Trust Plc +48.56%
Investors have warmed to Latin America this year and this trust makes the top three with investments in large cap miners Vale and Southern Copper, as well as Brazil-based digital banking group Nu Holdings, among others.
International Biotechnology Trust Plc +46.63%
Biotechnology stocks have also had a good run this year. The largest holdings in this trust include Vera Therapeutics, Soleno Therapeutics, and KalVista Pharmaceuticals.
Biotech Growth Trust Plc +43.27%
The second biotech-focused investment trust to make the top five has as its largest holdings in Avidity Biosciences, Alnylam Pharmaceuticals and Axsome Therapeutics.
*YTD gains up to market close on 12 December, available on the Saxo platform.
If you want to learn more about incorporating gold into your portfolio, I had a look at the Ray Dalio All-Weather Portfolio, and had a look at a simple DIY diversified approach that incorporates gold.
Latest Market Insights
Outrageous Predictions 2026
-
-
Outrageous Predictions
A Fortune 500 company names an AI model as CEO
Charu Chanana
Chief Investment Strategist
Can AI be trusted to take over in the boardroom? With the right algorithms and balanced human oversi... -
Outrageous Predictions
Dollar dominance challenged by Beijing’s golden yuan
Charu Chanana
Chief Investment Strategist
Beijing does an end-run around the US dollar, setting up a framework for settling trade in a neutral... -
Outrageous Predictions
Obesity drugs for everyone – even for pets
Jacob Falkencrone
Global Head of Investment Strategy
The availability of GLP-1 drugs in pill form makes them ubiquitous, shrinking waistlines, even for p... -
Outrageous Predictions
Dumb AI triggers trillion-dollar clean-up
Jacob Falkencrone
Global Head of Investment Strategy
Agentic AI systems are deployed across all sectors, and after a solid start, mistakes trigger a tril... -
Outrageous Predictions
Quantum leap Q-Day arrives early, crashing crypto and destabilizing world finance
Neil Wilson
Investor Content Strategist
A quantum computer cracks today’s digital security, bringing enough chaos with it that Bitcoin crash... -
Outrageous Predictions
Taylor Swift-Kelce wedding spikes global growth
John J. Hardy
Global Head of Macro Strategy
Next year’s most anticipated wedding inspires Gen Z to drop the doomscrolling and dial up the real w... -
Outrageous Predictions
SpaceX announces an IPO, supercharging extraterrestrial markets
John J. Hardy
Global Head of Macro Strategy
Financial markets go into orbit, to the moon and beyond as SpaceX expands rocket launches by orders-... -
Outrageous Predictions
Britain’s Great EU Backdoor Return
Neil Wilson
Investor Content Strategist
Faced with rolling fiscal, economic, trade and political crises the UK government sneaks back into t... -
Outrageous Predictions
Despite concerns, U.S. 2026 mid-term elections proceed smoothly
John J. Hardy
Global Head of Macro Strategy
In spite of outstanding threats to the American democratic process, the US midterms come and go cord...