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Home > Investments > Investment Trusts

Investment Trusts

Latest News

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.

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.

Jul 30, 2014

Schroder Income Growth trust scraps performance fee

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

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.

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.

Equities| Jul 25, 2014

F&C Managed Portfolio Trust grows thanks to UK mid-caps

Holdings in trusts including those run by Schroders’ Andy Brough (pictured) helped boost performance.

Analysis & Opinion

Jul 28, 2014

AIC seminars announced

Free session target closed-end sector investment

Adding alpha with investment trusts

Multi-Asset Funds| Jul 24, 2014

Adding alpha with investment trusts

As multi-asset funds become prevalent in portfolios, it is worth considering investment trusts to generate alpha and diversity. Charlotte Richards...

From Special Report: IA 100 Club 2014 - July 2014| Jul 21, 2014

Investment trust focus shifts to specialist sectors

Investment trust 100 Club membership declines as the focus moves to specialist sectors.

From Special Report: IA 100 Club 2014 - July 2014| Jul 21, 2014

How we uncover the best investment talent

The methodology behind picking the elite 100 Club members.

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 - 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. Market rotation drags on Alliance Trust performance
    Jul 25, 2014

    Market rotation drags on Alliance Trust performance

    Investment trust increases dividend by 3 per cent but notes switch from ‘growth’ to ‘value’ stocks has impacted its equity portfolio.

  2. AIC announces speakers for adviser seminar roadshow
    Jul 24, 2014

    AIC announces speakers for adviser seminar roadshow

    Trade body will tour the UK with key investment trust managers.

  3. Gearing call pays off for Henderson
    Jul 18, 2014

    Gearing call pays off for Henderson

    Gearing strategy helps manager boost share price of Opportunities Trust by 13.2 per cent.

  4. Guide to Split Capital Investment Trusts
    From Training| Jul 10, 2014

    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.

  5. AIC: Advisers are purchasing 23% more trusts
    Jul 09, 2014

    AIC: Advisers are purchasing 23% more trusts

    Total purchases of investment companies by advisers in the first quarter of 2014 reached £106.8m, a 23 per cent increase and a record quarterly high.

  6. Scottish Mortgage manager describes setbacks as ‘reasonable’
    Jul 09, 2014

    Scottish Mortgage manager describes setbacks as ‘reasonable’

    Manager says he is not worried about sell-off in growth stocks that have hit trust.

  7. Seneca renames Miton trust after takeover
    Jul 08, 2014

    Seneca renames Miton trust after takeover

    Board says Liverpool-based Seneca plans to seek ‘significant enlargement’ of trust as it cuts management fee.

  8. F&C’s Peter Ewins sells down UK for out-of-favour EMs
    Jul 08, 2014

    F&C’s Peter Ewins sells down UK for out-of-favour EMs

    F&C Global Smaller Companies manager said it is ‘always tempting’ to add regions that have been less popular.

  9. BlackRock trust drops performance fee
    Jun 25, 2014

    BlackRock trust drops performance fee

    The board of the BlackRock Income and Growth Investment Trust removes the performance fee, leaves management fee unchanged.

  10. Artemis overhauls Mid Wynd International trust
    Global| Jun 25, 2014

    Artemis overhauls Mid Wynd International trust

    Only two of the top 20 holdings on the trust under Baillie Gifford have been retained.

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