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Home > Investments > Investment Trusts

Investment Trusts

Latest News

Jan 29, 2015

Pacific Assets trust overhauls fee structure

The trust’s annual management charge is to be raised but its performance fee has been scrapped and a separate admin charge has been reduced.

Jan 29, 2015

Pension reforms may not lift trust demand

Trust providers do not expect April’s pensions revamp will see demand surge for their products.

Tax Efficient Investments| Jan 27, 2015

VCTs managers expect ‘strong year’ despite capacity crunch

Tax-incentivised funds are an “increasingly mainstream option” for generating income.

Jan 27, 2015

JPMorgan Chinese trust scraps performance fee

The JPMorgan trust move comes after 36 trusts changed their fee arrangements in 2014.

Jan 27, 2015

Rathbones’ Coombs cuts stake in Schroder UK trust

Fresh blow for embattled trust as its second-largest shareholder slashes its stake.

Jan 27, 2015

Demand for new investment trusts is waning

Analysts at Winterflood and Numis see signs of initial public offering (IPO) “fatigue”.

Analysis & Opinion

Jan 21, 2015

Pershing boosts clarity for investors

Launch Pad

Jan 19, 2015

Fund Review: Fidelity Japanese Values

Shinji Higaki explains the benefits of a diversified approach.

Jan 19, 2015

Fund Review: JPM Japan Smaller Companies Trust

Manager Nicholas Weindling explains the investment trust’s focus on long-term mega trends.

Asia Pacific| Jan 12, 2015

Fund Review: Baillie Gifford Japan Trust

Sarah Whitley explains why she likes companies that are “underappreciated” by the market.

Recent Articles
  1. TwentyFour plans £25m share issue for Select Monthly Income
    Jan 23, 2015

    TwentyFour plans £25m share issue for Select Monthly Income

    Specialist fixed income manager looking to boost the size of its newest investment trust to take advantage of “a number of investment opportunities”.

  2. Vietnam-focused trusts need to reduce fees, warns Numis
    Jan 22, 2015

    Vietnam-focused trusts need to reduce fees, warns Numis

    Increased investor interest in Vietnam investment trusts prompts analysts to call for lower fees.

  3. UK ‘detractors’ hurt Thorneycroft
    Jan 22, 2015

    UK ‘detractors’ hurt Thorneycroft

    Exposure to subdued UK equities hits performance of JPMAM manager’s £218.5m trust last year.

  4. Burns drops Threadneedle and BlackRock in overhaul
    Jan 21, 2015

    Burns drops Threadneedle and BlackRock in overhaul

    Fund facelift sees James Burns turn to investment trust stalwarts, Alastair Mundy and Job Curtis.

  5. JPMAM warned £220m Asian Investment Trust must improve
    Jan 16, 2015

    JPMAM warned £220m Asian Investment Trust must improve

    Board of investment trust has said “significant performance improvement” is needed ahead of a continuation vote in 2016.

  6. Baillie Gifford promotes Brodie to partner
    Jan 16, 2015

    Baillie Gifford promotes Brodie to partner

    Investment partnership will make the manager of the Edinburgh Worldwide Investment Trust a partner in May.

  7. Loss of mandate sees Jupiter post £626m Q4 outflow
    Investments| Jan 14, 2015

    Loss of mandate sees Jupiter post £626m Q4 outflow

    Open-ended fund assets rise but mandate loss and the closure of an investment trust mean assets are down for the quarter.

  8. Open-ended funds outshine trusts
    Jan 12, 2015

    Open-ended funds outshine trusts

    Winterflood finds closed-end funds have underperformed rivals in 10 out of 17 sectors.

  9. Winterflood chief to retire
    Jan 12, 2015

    Winterflood chief to retire

    Philip Yarrow will replace Julian Palfreyman as chief executive of investment trust broker Winterflood.

  10. Baillie Gifford promotes Slater on Scottish Mortgage trust
    Jan 06, 2015

    Baillie Gifford promotes Slater on Scottish Mortgage trust

    Tom Slater joins long-serving manager James Anderson (pictured) as joint manager on the largest UK-listed investment trust.

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