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Collective Investments Stock List

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Use the PortfoliosLab Stock Screener to filter stocks by sector, industry, performance, valuation, and advanced risk metrics such as volatility, Sharpe ratio, and maximum drawdown.

Compare stocks side-by-side, review key fundamentals in one table, and add them directly to your portfolio for optimization.

Number of Stocks
91
Median 1Y Volatility
17.32%
Avg. Dividend Yield
6.36%
Avg. 1 Year Return
13.15%
Median P/E Ratio
4.83
Median Risk/Return Score
69 / 100
Collective Investments Stock List

88 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
BNKR.L
Bankers Investment TrustFinancial ServicesCollective Investments
11.79%
22.99%
1.88%
88
BOOK.L
Literacy Capital plcFinancial ServicesCollective Investments
-21.93%
—33.44%
36
BRFI.L
BlackRock Frontiers Investment Trust plcFinancial ServicesCollective Investments
8.55%
7.91%
4.03%
73
BRGE.L
BlackRock Greater Europe Investment Trust plcFinancial ServicesCollective Investments
1.16%
9.60%
1.22%
40
BRSC.L
Blackrock Smaller Companies Trust plcFinancial ServicesCollective Investments
15.19%
19.60%
16.57%
76
BRWM.L
Blackrock World Mining Trust plcFinancial ServicesCollective Investments
6.70%
17.52%
2.84%
83
BSIF.L
Bluefield Solar Income FundFinancial ServicesCollective Investments
42.41%
4.11%
9.77%
51
BSRT.L
Baker Steel Resources TrustFinancial ServicesCollective Investments
55.48%
16.13%
0.00%
95
BUT.L
Brunner Investment TrustFinancial ServicesCollective Investments
5.69%
12.35%
1.70%
61
CCJI.L
CC Japan Income and Growth Trust plcFinancial ServicesCollective Investments
24.30%
11.56%
2.20%
91
CGT.L
Capital Gearing TrustFinancial ServicesCollective Investments
6.85%
4.80%
1.27%
88
CVCG.L
CVC Income & Growth LimitedFinancial ServicesCollective Investments
5.31%
7.88%
8.12%
68
DIG.L
Dunedin Income Growth Investment Trust plcFinancial ServicesCollective Investments
2.83%
7.32%
6.32%
61
DIVI.L
Diverse Income Trust plcFinancial ServicesCollective Investments——6.57%—
DVNO.L
Develop North plcFinancial ServicesCollective Investments
14.83%
—5.30%
50
EDIN.L
Edinburgh Investment TrustFinancial ServicesCollective Investments
3.87%
5.11%
3.86%
63
ESCT.L
The European Smaller Companies Trust plcFinancial ServicesCollective Investments
8.67%
19.86%
3.95%
63
FAS.L
Fidelity Asian ValuesFinancial ServicesCollective Investments
-2.68%
8.90%
3.53%
59
FCIT.L
F&C Investment Trust plcFinancial ServicesCollective Investments
10.12%
16.34%
4.13%
88
FCSS.L
Fidelity China Special Situations plcFinancial ServicesCollective Investments
-12.00%
7.40%
3.51%
38

Rows per page

21–40 of 88

Best Collective Investments Stocks by Risk/Return Score

The top Collective Investments Stocks by PortfoliosLab Risk/Return Score are BXSY (92) and DXYZ (37). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return Rank
BXSY
Bexil Investment Trust
92
DXYZ
Destiny Tech100 Inc.
37
USA
Liberty All-Star Equity Fund
33

Best-Performing Collective Investments Stocks Over 5 Years

SymbolNameReturn 5Y
USA
Liberty All-Star Equity Fund
1.54%

Top Stocks Industries

Biotechnology · 752 StocksBanks - Regional · 520 StocksAsset Management · 448 StocksSoftware - Application · 365 StocksOther Industrial Metals & Mining · 249 StocksSpecialty Industrial Machinery · 231 StocksSoftware - Infrastructure · 222 StocksDrug Manufacturers - Specialty & Generic · 206 StocksOil & Gas E&P · 188 StocksInformation Technology Services · 184 StocksMedical Devices · 183 StocksPackaged Foods · 181 StocksGold · 172 StocksAerospace & Defense · 171 StocksCapital Markets · 170 StocksSpecialty Chemicals · 169 StocksEngineering & Construction · 159 StocksTelecom Services · 156 StocksAuto Parts · 151 StocksInternet Content & Information · 138 StocksSemiconductors · 128 StocksReal Estate - Services · 125 StocksCredit Services · 119 StocksElectrical Equipment & Parts · 117 StocksElectronic Components · 115 StocksEntertainment · 113 StocksAuto Manufacturers · 110 StocksConglomerates · 101 StocksOil & Gas Equipment & Services · 101 StocksSteel · 101 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.
JGGI.L vs. VWRP.LJGGI.L vs. VUSA.LJGGI.L vs. JEGP.LJGGI.L vs. JGPI.DEJGGI.L vs. SWDA.LJAM.L vs. VUSA.LJAM.L vs. VOOJAM.L vs. VUAG.LJAM.L vs. JEGI.LJAM.L vs. ^NDXPCT.L vs. QQQPCT.L vs. IXNPCT.L vs. XLKQ.LPCT.L vs. PRGTXPCT.L vs. IUIT.LATT.L vs. QQQATT.L vs. EQQQ.LATT.L vs. MUV2.DEATT.L vs. PSH.ASATT.L vs. IITU.LFCIT.L vs. LWDB.LFCIT.L vs. SMT.LFCIT.L vs. FNCL.LFCIT.L vs. HMWO.LFCIT.L vs. CTY.LAAS.L vs. ATR.LAAS.L vs. FRIN.LAAS.L vs. BHMG.LAAS.L vs. ^GSPCAAS.L vs. TVK.TOMYI.L vs. CTY.LMYI.L vs. MUT.LMYI.L vs. MIGO.LMYI.L vs. AGT.LMYI.L vs. HGT.LEDIN.L vs. HGT.LEDIN.L vs. IGC.LEDIN.L vs. GCL.LEDIN.L vs. CLIG.LEDIN.L vs. VUKE.LHICL.L vs. INPP.LHICL.L vs. 3IN.LHICL.L vs. GBPG.LHICL.L vs. SWDA.LHICL.L vs. HFEL.LAIE.L vs. FRIN.LAIE.L vs. VUKE.LAIE.L vs. III.LAIE.L vs. QDV5.DEAIE.L vs. CI2G.L