Decision to largely avoid Japan cited as key driver behind performance in first half of trust’s year.
A period of underperformance on the Standard Life UK Smaller Companies Trust presents an opportunity to new investors, according to analysts.
Marbella Resort and Spa fund hoped to raise £40m but platform moves to prevent investment
Westhouse Securities analyst warns trusts may be hit if rates and inflation increase
Fund research and ratings group restores ‘neutral’ rating on Anthony Bolton’s former trust after meeting manager Dale Nicholls (pictured).
European private equity market displays “healthy” level of activity, but net asset value of the trust affected by adverse currency movements.
Analysis & Opinion
The world is changing about us faster than we realise, and we must rethink our investment strategies, says Russell Taylor.
Defaqto Outsourcing Update: Trusts’ flexibility can produce strong returns, but within a very different risk profile.
Ellie Duncan talks to AIC director general Ian Sayers about regulation and changing financial advisers’ attitudes to investment trusts
Are platforms the new access route to investment trusts?
More on Investment Trusts
Aug 27, 2014
Infrastructure investment trust sees 4 per cent shareholder return and rise in value of its portfolio.
Aug 21, 2014
The private equity investment trust hailed “strong trading” in the first half of 2014 as it deployed £72m in five buyout investments.
Aug 20, 2014
Analysts expect private equity investment trusts to report strong earnings and attract renewed investor support.
Aug 19, 2014
“The mild euphoria at the end of 2013 has dissipated”, trust chairman says.
Aug 18, 2014
So far this year, money put into equity trusts accounts for just 22 per cent of total fundraising.
Aug 12, 2014
New brooms at Mid Wynd International switch to ‘sensible, predictable companies’.
Aug 12, 2014
Net asset value total return was 1.1 per cent, compared with the trust’s benchmark return of 2.3 per cent.
Aug 08, 2014
Price and performance points contested by advisers and providers.
Aug 06, 2014
Forestry investment trust admits it may not meet its obligations unless it can raise capital.