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Home > Investments > Investment Trusts

Investment Trusts

Latest News

Sep 16, 2014

Scottish Mortgage set for windfall from Alibaba

The New York Stock Exchange listing of the Chinese e-commerce firm has pushed it into the investment trust’s top holdings.

Sep 10, 2014

Henderson’s Hermon brings in host of new stocks

Henderson’s manager reveals new holdings, including Emis, Esure and UTV Media.

Sep 03, 2014

Invesco agrees to cut fees on Barnett and Mustoe trust

The group’s Select Trust has seen its management fees cut from 0.75 per cent to 0.65 per cent.

Sep 02, 2014

Japan underweight boosts Murray International

Decision to largely avoid Japan cited as key driver behind performance in first half of trust’s year.

Sep 02, 2014

Numis tips Nimmo trust as it moves to a discount

A period of underperformance on the Standard Life UK Smaller Companies Trust presents an opportunity to new investors, according to analysts.

Sep 02, 2014

Novia suspends new money in spa fund

Marbella Resort and Spa fund hoped to raise £40m but platform moves to prevent investment

Analysis & Opinion

Asia Pacific| Sep 08, 2014

Fund Review: Aberdeen Asian Income fund

The fund’s manager, Hugh Young, says the team’s disciplined approach to investing has helped to combat market uncertainties

A new investingworld

Aug 26, 2014

A new investingworld

The world is changing about us faster than we realise, and we must rethink our investment strategies, says Russell Taylor.

Everything you need to know about investment trusts

Aug 19, 2014 |

Everything you need to know about investment trusts

Defaqto Outsourcing Update: Trusts’ flexibility can produce strong returns, but within a very different risk profile.

Interview| Aug 11, 2014

“You don’t change people’s habits over a couple of years.”

Ellie Duncan talks to AIC director general Ian Sayers about regulation and changing financial advisers’ attitudes to investment trusts

More on Investment Trusts
Adviser Guides

Guide to Split Capital Investment Trusts

This guide looks at how split capital investment trusts work, the pros and cons of the vehicle and the regulatory stance in 2014.

Special Reports

Investment Trusts - August 2014

Has the RDR levelled the playing field for investment trusts?

Special Reports

Investment Trusts - May 2014

In the post-RDR world, investments trusts have been expected to make ground against their open-ended counterparts and find favour among investors.

Recent Articles
  1. Infrastructure trusts are ‘untested’
    Sep 02, 2014

    Infrastructure trusts are ‘untested’

    Westhouse Securities analyst warns trusts may be hit if rates and inflation increase

  2. Morningstar reinstates Fidelity China Special Sits rating
    Sep 01, 2014

    Morningstar reinstates Fidelity China Special Sits rating

    Fund research and ratings group restores ‘neutral’ rating on Anthony Bolton’s former trust after meeting manager Dale Nicholls (pictured).

  3. Sterling strength hits F&C Private Equity results
    Alternative Investments| Aug 29, 2014

    Sterling strength hits F&C Private Equity results

    European private equity market displays “healthy” level of activity, but net asset value of the trust affected by adverse currency movements.

  4. John Laing Infrastructure sees robust half year
    Aug 27, 2014

    John Laing Infrastructure sees robust half year

    Infrastructure investment trust sees 4 per cent shareholder return and rise in value of its portfolio.

  5. HgCapital Trust reports growth in first-half results
    Aug 21, 2014

    HgCapital Trust reports growth in first-half results

    The private equity investment trust hailed “strong trading” in the first half of 2014 as it deployed £72m in five buyout investments.

  6. Oriel sees private equity boost after selloff
    Aug 20, 2014

    Oriel sees private equity boost after selloff

    Analysts expect private equity investment trusts to report strong earnings and attract renewed investor support.

  7. ‘Valuations seem full, rather than cheap’
    Aug 19, 2014

    ‘Valuations seem full, rather than cheap’

    “The mild euphoria at the end of 2013 has dissipated”, trust chairman says.

  8. Rock-bottom interest rates fuel rise of alternatives
    Aug 18, 2014

    Rock-bottom interest rates fuel rise of alternatives

    So far this year, money put into equity trusts accounts for just 22 per cent of total fundraising.

  9. Artemis global team dumps ‘risky’ shares on new trust
    Aug 12, 2014

    Artemis global team dumps ‘risky’ shares on new trust

    New brooms at Mid Wynd International switch to ‘sensible, predictable companies’.

  10. Witan IT fails to keep up with benchmark
    Aug 12, 2014

    Witan IT fails to keep up with benchmark

    Net asset value total return was 1.1 per cent, compared with the trust’s benchmark return of 2.3 per cent.

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