Latest News
JPMorgan Mid Cap trust reports outperformance
JP Morgan’s £105m Mid Cap investment trust has reported benchmark outperformance in the six months to end-2011.
Anthony Bolton: The worst in China is over
Fidelity’s Anthony Bolton has said that “the worst is over” for the Chinese stockmarket, following a year of turbulence.
AIC reveals IFAs backing income for Isa season
An income theme dominated the more cautious Isa recommendations from IFAs polled by the Association of Investment Companies this year.
AIC to demand higher IT fee disclosure standards
The AIC is set to demand higher standards of fee disclosure from the investment trust industry.
Landers: Mexico to provide a surprise
Mexico could provide a positive surprise for investors this year following its presidential election, according to BlackRock’s Will Landers.
Morningstar hosts RDR workshops for advisers
Morningstar is launching a series of investment trust workshops to aid advisers in the run up to the implementation of the RDR
Analysis & Opinion
Analyst view: Investment trust fees are rising
Recent news has focused attention on the level of fees charged by the fund management industry.
A good year for VCTs?
AIC data shows that VCTs make up half of the top 10 investment company performers of 2011
Technological breakthroughs
Following the tech boom and bust, investors have tended to be more cautious about technology shares.
A question of trust for income-focused investors
Trusts have recovered from the scandal of the early 2000s and are worthy of serious consideration for income-focused investors.
Recent Articles
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Feb 22, 2012Investment trusts support AIC on fee transparency
Major investment trust providers are throwing their weight behind their trade body, as it calls for greater transparency on charges.
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Feb 22, 2012JPMorgan Mid Cap trust reports outperformance
JP Morgan’s £105m Mid Cap investment trust has reported benchmark outperformance in the six months to end-2011.
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Feb 22, 2012
Q: How can I research/invest in investment trusts?
For advisers looking to find out more about investment companies the AIC’s website, www.theaic.co.uk is a good place to start.
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Feb 22, 2012
Q: What are the pros and cons of investment trusts?
Liquidity is often cited as a reason not to opt for investment trusts.
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Feb 22, 2012
Q: How does the pricing structure work?
Discounts and premiums are a feature that sets investment trusts apart from the open-ended sector, where the price is the same as the value of the ...
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Feb 22, 2012
Q: How are investment trust companies managed?
The raison d’etre of an investment company is ultimately the same as a unit trust/Oeic – to spread risk by investing in a variety of companies on ...
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Feb 22, 2012
Q: How do ITs differ from Oeics and unit trusts?
Because of the stock exchange listing, investment companies are ‘closed-ended’, meaning that for every buyer, there also needs to be a seller.
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Feb 22, 2012Guide to investment trusts
The Retail Distribution Review could potentially be the single biggest long-term boost the investment trust sector has ever seen.
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Feb 22, 2012
Q: What is an investment trust?
Investment trust companies invest in a diversified portfolio of assets. The investment trust is managed.
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Feb 22, 2012
Q: Can investment trusts invest in alternative assets?
Investment companies can invest in a wide range of equities and also can invest in alternative assets.
