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Home > Investments > Investment Trusts

Investment Trusts

Latest News

Aug 19, 2014

‘Valuations seem full, rather than cheap’

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

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.

Aug 12, 2014

Artemis global team dumps ‘risky’ shares on new trust

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

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.

Aug 08, 2014

Advisers hit back over post-RDR investment claims

Price and performance points contested by advisers and providers.

Aug 06, 2014

Timber investment trust lines up emergency share offer

Forestry investment trust admits it may not meet its obligations unless it can raise capital.

Analysis & Opinion
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

From Special Report: Investment Trusts - August 2014| Aug 04, 2014

Model behaviour? It’s too close to call

What are the pros and cons of a self-managed versus managed approach to investment trusts?

From Special Report: Investment Trusts - August 2014| Aug 04, 2014

Specials prove a popular pick

Allowing access to more niche areas of investment is helping boost popularity of closed-ended vehicles.

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.

Special Reports

Guide to Investment Trusts - March 2014

In 2013, approximately 75 per cent of the new investment trust launches were situated in specialist investment sectors.

Recent Articles
  1. From Special Report: Investment Trusts - August 2014| Aug 04, 2014

    Trusts enjoy boost in platform sales

    Are platforms the new access route to investment trusts?

  2. Investment Trusts - August 2014
    From Our Publications| Aug 04, 2014

    Investment Trusts - August 2014

    Has the RDR levelled the playing field for investment trusts?

  3. Why hasn’t RDR catalysed an investment revolution?
    Ashley Wassall| Aug 01, 2014

    Why hasn’t RDR catalysed an investment revolution?

    There is compelling evidence that trusts could provide stronger returns for, often, lower fees.

  4. F&C European Assets lags benchmark in ‘confusing’ first half
    European| Aug 01, 2014

    F&C European Assets lags benchmark in ‘confusing’ first half

    Investment trust acknowledges a “confusing but ultimately positive” first half for both Europe and small caps dragged on performance.

  5. Advisers have not broadened horizons post-RDR
    Jul 30, 2014

    Advisers have not broadened horizons post-RDR

    Lack of specialist knowledge and access on major fund networks blamed for muted trust take-up.

  6. Allianz removes RCM name on its technology trust
    Jul 30, 2014

    Allianz removes RCM name on its technology trust

    Walter Price’s RCM Technology Trust to be renamed as Allianz Technology Trust in August.

  7. Schroder Income Growth trust scraps performance fee
    Jul 30, 2014

    Schroder Income Growth trust scraps performance fee

    Simplified annual charge of 0.75 per cent replaces complex former fee structure.

  8. Clients facing 100% money loss in Invesco property trust
    Jul 29, 2014

    Clients facing 100% money loss in Invesco property trust

    Invesco Property Income trust suspends share trading; warns clients it is likely will not get any return when the trust winds up.

  9. Jul 28, 2014

    AIC seminars announced

    Free session target closed-end sector investment

  10. Winterflood: Alliance Trust failing to compete with peers
    Jul 28, 2014

    Winterflood: Alliance Trust failing to compete with peers

    Underperformance from the investment trust’s equity portfolio led to a “disappointing” start to the year.

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