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Home > Investments > Investment Trusts

Investment Trusts

Latest News

Jun 30, 2015

Trust manager turnover rises: AIC

Changes due to ‘boards addressing long-term performance issues’, says AIC’s chief exec Sayers

Jun 26, 2015

Healthcare sector ‘ripe for investment’

Sam Islay, manager of the Worldwide Healthcare Trust, said factors have combined to create positive fundamentals.

Jun 23, 2015

Broker slaps ‘sell’ rating on new Woodford trust

Stifel recommends investors sell the trust due to its high premium to net asset value.

Jun 22, 2015

Caledonia Investments buys majority stake in 7IM

Caledonia Investments has acquired a 94 per cent stake in Seven IM from Zurich Holdings and Aegon UK.

Jun 19, 2015

JPMorgan scraps performance fee on another trust

The JPMorgan Emerging Markets Income Trust is to stop charging a performance fee.

Jun 17, 2015

Alan Brierley hits out at Templeton Emerging Markets trust

Investment trust analyst Alan Brierley says a “tired” recent presentation from the team behind Mark Mobius’ £2bn trust has left him “underwhelmed”.

Analysis & Opinion

Property| Jun 22, 2015

Fund Review: Schroder Real Estate Investment Trust

The manager targets the worst properties in the best locations to realise gains.

From Special Report: 100 Club 2014 Review - June 2015| Jun 08, 2015

Trusts thrive in Specialist Sectors

Alternative investment trusts in the IA 100 Club 2014 membership show the benefits of their flexibility.

From Special Report: Investment Trusts - June 2015| Jun 01, 2015

A valuable addition to the tax-efficient toolkit

Income investors should not overlook the tax benefits of VCTs.

From Special Report: Investment Trusts - June 2015| Jun 01, 2015

When will we get a level playing field?

The retail distribution review (RDR), which came into effect at the end of 2012, was supposed to usher in a new dawn for investment trusts.

Recent Articles
  1. HMRC broadens Isa investment trust scope
    Savings & Isas| Jun 16, 2015

    HMRC broadens Isa investment trust scope

    From start of July the list of investments that can be held in Isas, Junior Isas and child trust funds will be extended.

  2. Trusts hit back as EU rules threaten to throttle industry
    Jun 15, 2015

    Trusts hit back as EU rules threaten to throttle industry

    Investment trust houses join forces to raise concerns over forthcoming Mifid II rules.

  3. Small is sweet for GVQ investment trust
    Jun 11, 2015

    Small is sweet for GVQ investment trust

    Strategic Equity Capital has shown strong performance over year to date

  4. Calls for investment trusts to fall outside Mifid
    Jun 10, 2015

    Calls for investment trusts to fall outside Mifid

    One of the fears is that Europe is trying to get platforms to do what financial advisers do.

  5. Scottish Mortgage tops DFM poll of top trusts
    Jun 10, 2015

    Scottish Mortgage tops DFM poll of top trusts

    Baillie Gifford also chosen by discretionary managers and fund selectors as the best investment trust provider.

  6. JPMorgan removes performance fee on EM trust
    Jun 10, 2015

    JPMorgan removes performance fee on EM trust

    JPMorgan Emerging Markets trust claims its fees are now “most competitive in its immediate peer group”

  7. FTSE demotes six small-cap investment trusts
    Jun 05, 2015

    FTSE demotes six small-cap investment trusts

    Six trusts relegated to FTSE Fledgling index as they fall below £84.1m Small Cap threshold.

  8. UK and oil exposure weigh on Monks performance
    Jun 04, 2015

    UK and oil exposure weigh on Monks performance

    Investment trust still delivers 18.8 per cent share price total return following manager change in March.

  9. Unloved sectors embraced as part of McKinnon’s rejig
    Jun 04, 2015

    Unloved sectors embraced as part of McKinnon’s rejig

    Scottish Investment’s new manager says the prices of popular shares have risen too high.

  10. Investment trust analyst Paul Locke dies
    Jun 02, 2015

    Investment trust analyst Paul Locke dies

    Investec investment trust analyst, who had worked in finance since late 1980s, has died.

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