Your Industry  

MM Intelligence: Investment Trusts



    The vehicles had always been seen as strong performers, with returns regularly outstripping those of more popular unit trusts, but a perceived complexity and lack of remuneration meant few advisers were willing to embrace them.

    However, as the new regulatory regime has removed the commission barrier, and placed an onus on advisers to be able to demonstrate that they are covering the whole market. As such, a boon in investment trusts’ popularity was widely anticipated, but to what extent has this actually happened in reality?

    In the first of a regular series of Money Management Intelligence, we surveyed our adviser readers to assess adviser attitudes to the closed-ended vehicles and gauge how those attitudes are shifting.

    Our findings are further supported by commentary from the AIC.

    In this special report


    Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

    1. What was the most common percentage of business constituted of investment trusts given?

    2. When asked how they saw the volume of investment trust advice offered developing over the next 12 months, which was the most common answer?

    3. What percentage of advisers described themselves as “extremely confident” when dealing with investment trusts?

    4. What was the most commonly cited issue quoted by respondents?

    5. Which company was quoted as being unable to conduct a fund transfer internally?

    6. What percentage of respondents reported seeing no change in volume of investment trust-related enquiries from clients?

    Nearly There…

    You have successfully answered all the questions correctly, well done!

    I completed this CPD in

    To bank your CPD please complete the form below.

    Were the stated learning objectives met?

    Why weren't they met?

    What did you learn from undertaking this CPD exercise?

    Why did you undertake this piece of learning?

    Any comments about this article or FTAdviser's CPD in general?


    Congratulations, you have successfully completed and banked this piece of CPD

    Already Banked!

    You have already banked for this article.

    To bank your CPD you must sign in or


    One or more questions have been incorrectly answered,
 please review your answers and try again.

    Please complete all the above text fields to bank your CPD.

    More Your Industry CPDSee my completed CPDSee all CPD