Investment trusts

Introducing Investment Trusts

Investment trusts are collective investments that pool investors’ money to buy and sell shares or other assets in a similar way to unit trusts and OEICs.

Each trust is an investment company that trades on the London Stock Exchange.

Investment trusts deliver an instantly diversified portfolio with decisions made by a professional fund manager.

A limited number of shares are issued, so they are ‘closed ended’ funds.

Shares in each trusts trade like any other company and can trade at a higher price (premium) or lower price (discount) than the total net asset value (NAV) of the trust.

Investment trusts may retain income to guarantee dividends in lean times.

Some trusts have consistently increased their dividends over decades.

 

About Investment Trusts

Simple – Readymade, diversified investment portfolio that trades like a share. Scope – Exposure to most countries, regions, sectors, and asset classes.trust2 Expert – Each trust is a listed  investment company overseen by a board of directors and run by an investment professional. Performance – In the long term investment trusts outperform unit trusts and OEICs Cost effective – Relatively low ongoing charges; cheaper than buying similar exposure individually. Transparent – Share price is market driven rather than asset based; may trade at a premium, or discount, to the fund’s net asset value (NAV). Reliable – Retain income received in good years to support dividends in poor years. Gearing – Can borrow against reserves in search of greater investment returns. Long term – Hold more esoteric and illiquid investments in search of better returns. Easy to research – KIID documents deliver all required investment and pricing data – see also DIY Investor.

Inside Investment Trusts

Inside Investment TrustsWhat are Investment Trusts?Investment Trusts vs Unit TrustsInvesting in Investment Trusts and Unit TrustsTypes of Investment TrustsInvestment Trust Savings SchemesRisk and ReturnOwning Investment TrustsIn ISAs we Trust

Inside Investment Trusts

  We look at the difference between investment trusts and unit trusts and OEICs and consider the benefits of a professionally managed portfolio that is instantly diverse in terms of the asset types and sectors it invests in. Investment trusts are investment companies that trade on the London Stock Exchange and their share price is determined by the market; investment trusts can retain a proportion of the income they receive in good years to pay dividends in lean times. Many trusts have delivered year-on-year increases in their dividend for many decades which may make them attractive to income investors. DIY Investor suggests some of the key factors that may inform your choice and a wide range ofdiy metal3 investment trust managers share the vision they have for their fund and why you might consider investing in it.  

What are Investment Trusts?

  Investment trusts are collective investment vehicles that pool investors’ money to purchase a range of assets in a similar fashion to unit trusts and OEICs, but because they are structured in a different way they are considered here as a separate asset class. Investment trusts deliver an instantly diverse portfolio of investments with risk spread across different regions, industry sectors and asset types; they are set up as individual companies, run by a board of directors and quoted on the London Stock Exchange, but unlike other collective investments they are ‘closed ended’ in that they issue only a limited number of shares. Unlike unit trusts and OEICs which create and cancel units according to demand, for an investor to be able to buy into an investment trust there has to be a seller. Shares in investment trusts are a product of market supply and demand rather than as a fraction of the net asset value of the trust’s holdings.   trust     Read more  

Investment Trusts vs Unit Trusts

  Investment trusts, unit trusts and open ended investment companies (OEICs) are actively managed collective investment funds. Unit trusts are known as ‘open-ended funds’ on the basis that they grow or contract in line with demand; investment trusts are ‘closed-ended funds’ because they raise a set amount of cash and issue a set number of shares; for there to be a buyer in an investment trust there has to be a seller. Units in unit trusts reflect the net asset value (NAV) of the assets within the fund; the price of a share in an investment trust is set by the market. Each investment trust has a board of directors and is listed as an investment company on the London Stock Exchange; their shares are traded just like any listed company. Investment trusts outperform unit trusts in most sectors over periods of ten years or more but may display greater volatility.   scales     Read more    

Investing in Investment Trusts and Unit Trusts

  You do not have to choose between unit trusts and investment trusts, many investors hold both in a balanced portfolio; the most important thing is not the type of vehicle, but the manager’s ability to outperform the market. The DIY investor looking for a potentially higher return than from a unit trust or OEIC, willing to take a little more risk and happy to tie up their money for at least five years may consider investment trusts. Unlike unit trusts, investment trusts trade freely on the stock exchange and there is therefore immediacy and transparency in the bid and the offer prices; unit trusts are priced once a day with the unit prices set at the net asset value (NAV) of the fund divided by the number of units. Regular valuations allow a would-be investor to calculate whether or not an investment trust is ‘undervalued’ – i.e. the price of each share is less than the value of all assets held in the company divided by the number of shares.   fees     Read more    

Types of Investment Trusts

 

Conventional Investment Trusts

Investment trusts are constituted as public limited companies and issue a fixed number of shares; because of this they are referred to as closed ended funds. A trust’s shares are traded on the stock exchange like any public company and the price of its shares depends on the value of its underlying assets and the demand for them. Conventional investment trusts offer just one share class which is aligned to the objective of the trust – typically whether to target capital growth or income.  

Split Capital Investment Trusts

  These run for a specified time, usually five to ten years, and issue different types of shares which pay out at the end of their term, in order of share type. You can choose a share type to suit you – typically the further down the pecking order in terms of payment the share is the greater the risk, but the higher the potential return. Income shares pay investors dividends during the trust’s life whilst zero-dividend preference shares, deliver no income during the trust’s life, but pay out a set value at maturity; this is paid as a capital gain, which may be preferable to income from a tax perspective to some investors. At the risky end of the spectrum, capital shares pay no income but entitle holders to all remaining assets once other shareholders have been paid back – if any remain. Invest 2       Read more    

Investment Trust Savings Schemes

  Investment Trust Savings Schemes (ITSS) are low cost plans that deliver diversified exposure to the stock market for regular investors. An ITSS enables the investor to embark upon a long term investment strategy by making small regular investments into the stock market; some from as little as £10 per month. The schemes tick two of the most important boxes for a successful investment strategy – they can accumulate a significant sum over the period of a long term investment and the cost of ownership is low. Over the longer term the investor will acquire shares in the scheme at differing prices, according to the level of the market at the time of purchase; the invested sum will buy fewer shares when the price is high and more when the price falls. One of the keys to success with any investment strategy is keeping costs as low as possible, and that is a particular strength of ITSS; they typically have either very low, or no, dealing costs – often charging just Stamp Duty at 0.5% – which is a considerable advantage over other investments.   investment trust savings scheme     Read more    

The level of risk and return will depend on the investment trust you choose. Find out what type of assets the trust will invest in, as some are riskier than others. Look at the difference between the investment trust’s share price and the value of its assets as this gap may affect your return. If a discount widens, this can depress returns. Find out if the investment trust borrows money to buy shares. If so, returns might be better but your loses greater. With a split capital investment trust, the risk and return will depend on the type of shares you buy.
You can sell your shares at any time, although investment trusts are most suitable for long-term investments (over five years). You will have to pay a stockbroker to buy and sell them. Investment trusts will charge an Annual Management Charge (AMC). As with any quoted share, an investment trust price will be quoted with a ‘bid offer spread’ – you’ll get a different price if you’re selling to what you’ll pay if you’re buying. Tax Any income paid is taxed at the same level as other shares. Dividends are paid with a 10% non-reclaimable tax credit that satisfies any liability for starting rate or basic rate income tax. If you’re a higher rate or additional rate taxpayer, there is further tax to pay. Any profit you make from selling shares is usually subject to Capital Gains Tax. But many investment trusts are available within an ISA (sometimes called NISA), which means dividends are paid with a 10% non-reclaimable tax credit that satisfies any liability for basic and higher rate income tax as well as Capital Gains Tax on your profits
 

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Jan

The toad to recovery

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28th


Jan

What cost of living crisis?

Read More

27th


Jan

‘Set to recover first’: BlackRock Latin American

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21st


Jan

Fortune favours the brave

Read More

20th


Jan

Growth Rating 2023: Pacific Horizon

Read More

18th


Jan

Income and Gowth Rating 2023: JPMorgan Asia Growth and Income

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17th


Jan

Alternative Income Trust Rating 2023: BBGI Global Infrastructure

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17th


Jan

Investment companies: Latin America is worth of consideration

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13th


Jan

A differentiated investment solution: Murray International

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9th


Jan

Investment trusts: a rare opportunity in UK small and mid-sized companies

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6th


Jan

Reasons to be cheerful

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4th


Jan

Private Markets: A Closer Look at Infrastructure and Renewables

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4th


Jan

Financial cost causes 41% of younger parents to regret having kids 

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2nd


Jan

Continuing to deliver strong results: CT Private Equity

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29th


Dec

Rear (QD)view mirror – 2022

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26th


Dec

The importance of profit growth in a rising rate environment

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24th


Dec

QD view – The inflation trade – an early Christmas present?

Read More

24th


Dec

Focus on quality Japanese stocks could be a source of strong returns: Aberdeen Japan

Read More

24th


Dec

Bull in China shop considers other options

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23rd


Dec

Small caps can be a good source of income: Diverse Income Trust

Read More

21st


Dec

Japan – A differentiator in tumultuous times

Read More

19th


Dec

Investment Trusts: Opportunities in all market conditions

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18th


Dec

Asia: the impact of a sliding global economy

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18th


Dec

A world running to stand still: Brunner Investment Trust

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17th


Dec

Trusts Have Their Own Black Friday Sale 

Read More

17th


Dec

How might the balance of power shift in Congress after the midterms?

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17th


Dec

Potentially exciting returns: Aberforth Split Level Income

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16th


Dec

DIY Investor Magazine Issue 36

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15th


Dec

Beyond the Rubicon

Read More

14th


Dec

What’s that coming over the hill?

Read More

14th


Dec

Cost of Cash: 4 in 5 parents losing out on children’s savings

Read More

13th


Dec

2023 Outlook for Emerging Markets

Read More

10th


Dec

Jolly Green Giant

Read More

7th


Dec

Bottom fishing

Read More

6th


Dec

Investing in small-caps? Don’t pick up any cigarette butts

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4th


Dec

A sustainable growth portfolio for more uncertain times: European Opportunities

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1st


Dec

Your vote counts: the investment trust AGMs in December 2022

Read More

26th


Nov

China – 2023 outlook

Read More

26th


Nov

Should you invest in football?

Read More

19th


Nov

India versus China

Read More

16th


Nov

The UK’s reputation problem

Read More

15th


Nov

Strong income and growth: JPMorgan Global Core Real Assets

Read More

13th


Nov

Balancing opportunity and risk in UK small-cap equities

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12th


Nov

Asian Equities: The Straight Talk

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11th


Nov

Light at the end of the tunnel

Read More

10th


Nov

The case for Japanese equities

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9th


Nov

The impact of the energy crisis on UK equities

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6th


Nov

Edinburgh Investment Trust: Strong performance from a better balanced portfolio

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5th


Nov

The stability dividend

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2nd


Nov

Herald Investment Trust: An opportune entry point for long term investors?

Read More

2nd


Nov

Will Anyone Save The Investment Trust Savings Scheme?

Guest blog as eminent DIY investor and blogger 'IT Investor' laments the ITSS

Read More

30th


Oct

Will we see more M&A activity in the UK?

Read More

28th


Oct

Money for nothing

Read More

27th


Oct

An unreasonable discount?

Read More

23rd


Oct

QD view – has logistics been oversold?

Read More

22nd


Oct

Potentially attractive discount for a long-term investor: Scottish Mortgage

An update from the team at Scottish Mortgage as the COVID-19 crisis continues

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21st


Oct

Navigating emerging markets in a rising interest rate environment 

Read More

20th


Oct

Gimmie shelter

Read More

17th


Oct

A bright spot in North America

Read More

16th


Oct

The buck stops where?

Read More

15th


Oct

QD view – Sweet Harmony

Read More

15th


Oct

Do your own research

Read More

13th


Oct

Attractive valuations, strong secular growth: International Biotechnology Trust

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11th


Oct

Key challenges facing the UK’s new prime minister

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11th


Oct

Why ESG considerations matter and how they are embedded in the Mercantile’s stock selection process

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9th


Oct

A compelling opportunity: Impax Environmental Markets

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8th


Oct

Active vs passive investing: Use active to your advantage

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8th


Oct

A Value View: The Merchant’s Trust PLC

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7th


Oct

Recession: How bad will it be?

Read More

6th


Oct

European equities: Oui ou non?

Read More

5th


Oct

Event Invitation: The AIC hosts first Investment Company Showcase

Read More

5th


Oct

Solid income to see you through the short-term uncertainty: BlackRock Income & Growth

Read More

3rd


Oct

Small-cap outlook: Time to pick up small-cap bargains

Read More

2nd


Oct

Underlying discount to NAV has rarely been wider: MIGO Opportunities

Read More

1st


Oct

No money, mo problems

Read More

28th


Sep

Mind the gap

Read More

27th


Sep

Targeting a high and growing dividend along with capital growth: abrdn Smaller Companies

Read More

23rd


Sep

Windfall taxes

Read More

20th


Sep

2022 Alternative Income Rating: Honeycomb Investment Trust

Read More

19th


Sep

Positioned to protect against inflation: Ruffer Investment Company

Read More

17th


Sep

Same same but different

Read More

16th


Sep

Fidelity Asian Values PLC : Getting inside the manager’s head

Read More

11th


Sep

QD view – Here comes the rain again

Read More

10th


Sep

To buy or not to buy

Read More

10th


Sep

Leading the AIC Japan sector over both one and five years: CC Japan Income and Growth

Read More

9th


Sep

The 28 Investment Trust ISA Millionaires

Read More

8th


Sep

American muscle

Read More

8th


Sep

Investing Basics: Types of Investment Trusts

Looking at Conventional and Split Capital Investment Trusts and

Read More

6th


Sep

Growth at an unreasonable price

Read More

4th


Sep

JARA: Real assets investing in real time

Read More

3rd


Sep

Less stocks, more diversification: Alliance Trust

Read More

3rd


Sep

Investment Basics: Investment Trust Saving Schemes

Investment Trust Savings Schemes (ITSS) are low cost plans that deliver diversified exposure to the

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2nd


Sep

Mid Wynd International: Resilient compared to its global equity focused peers

Read More

1st


Sep

Why ESG considerations matter and how they are embedded in The Mercantile’s stock selection process

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30th


Aug

Taking stock of Japan’s equity market

Read More

25th


Aug

O Brave New World

Read More

21st


Aug

QD view – small is beautiful

Read More

20th


Aug

Every silver lining has a cloud

Read More

19th


Aug

The world for sale

Read More

19th


Aug

Three renewable energy investment trusts to watch

Read More

17th


Aug

Meet the Manager: Alex Wright, Fidelity Special Situations & Special Values PLC

Read More

15th


Aug

Buying the discount

Read More

15th


Aug

Ingredients for success

Read More

13th


Aug

QD view – meaningful mergers

Read More

12th


Aug

Get ’em while they’re hot

Read More

9th


Aug

Focusing on what matters in Europe

Read More

7th


Aug

Mind the gap

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2nd


Aug

The mother of invention (and returns?)

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30th


Jul

An unconstrained multi-asset portfolio: Aberdeen Diversified Income and Growth Trust

Read More

30th


Jul

Long-Term Returns of the Oldest Trusts

Read More

28th


Jul

Has the comeback begun?

Read More

19th


Jul

Sector leading income: GCP Infrastructure Investments

Read More

18th


Jul

QD view – (half) year in review

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17th


Jul

Seeking quality at a wide discount: Henderson EuroTrust

Read More

16th


Jul

Focussing on long-term winners in Japan

Read More

15th


Jul

Insights from Silicon Valley: The crisis in Ukraine

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14th


Jul

Ready Player One

Read More

13th


Jul

How Japan is making strides on sustainability

Read More

13th


Jul

DIY Investor Magazine Issue 34

Read More

12th


Jul

QD view – Multi-manager trusts – a safe haven in current choppy markets?

Read More

12th


Jul

Canadian Stocks have a lot of tailwind in their favour

Read More

11th


Jul

Taking stock in a volatile market

Read More

10th


Jul

Europe could accelerate the shift from mobile to metaverse 

Read More

10th


Jul

Why now could be the time to buy UK equities 

Read More

9th


Jul

Your vote counts: Investment trust AGMs in July 2022

Read More

9th


Jul

Why I remain confident on delivering attractive returns in the UK

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8th


Jul

A game of two halves

Read More

8th


Jul

Japan’s quiet recovery holds promise for investors

Read More

7th


Jul

Q2 2022: The Big Bad Bear 

Read More

5th


Jul

Investing in a world of labour shortages

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2nd


Jul

Reality Check

Read More

1st


Jul

Investing through China’s storm 

Read More

28th


Jun

What are the survival traits of a multi-asset manager?

Read More

26th


Jun

Spider’s web

Read More

25th


Jun

Delivering returns in a financial storm

Read More

22nd


Jun

A balancing act

Read More

18th


Jun

Staying Active

Read More

17th


Jun

Have green stocks been oversold?

Read More

14th


Jun

Investing in Europe with investment trusts

Read More

11th


Jun

Catch a tiger by the tail…

Read More

5th


Jun

Are Emerging Markets Doomed?

Read More

2nd


Jun

How long-term investment can help us cope with short-term uncertainty

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1st


Jun

Access relatively high-yielding retail warehousing: Edison Property Investment Company

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1st


Jun

Five alternative trusts for income investors

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28th


May

Out with the new, in with the old

Read More

22nd


May

Time to change the record

Read More

21st


May

Is it time to ditch index funds?

Read More

19th


May

Scottish Mortgage empasises the long term after bruising year

Read More

18th


May

Riding out the storm

Read More

17th


May

Finding value in a haystack

Read More

16th


May

Getting in on the act: Private markets

Read More

14th


May

Going against the grain

Read More

12th


May

Investing Basics: Investment trusts vs Unit Trusts and OEICs

DIY Investor looks at the key differences between closed and open ended funds

Read More

12th


May

Investing Basics: How to buy and sell investment trusts

Investment trusts are listed companies, so they can be bought and sold through a stockbroker just

Read More

11th


May

The European Smaller Companies Trust: Finding tomorrow’s winners

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8th


May

It’s the end of the world as we know it

Read More

7th


May

Trading at an attractive discount: Hipgnosis Songs Fund

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5th


May

Staying the course amid uncertainty in Europe 

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5th


May

Commercial property: the post-pandemic landscape

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4th


May

You say tomato…..

Read More

3rd


May

What ails Asian equities and where to from here? 

Read More

3rd


May

The Brunner Investment Trust: A new phase – how will markets react?

Read More

1st


May

The ESG regulation race is on

Read More

30th


Apr

Surviving the stress test: JP Morgan American

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28th


Apr

Six reasons to invest in the Mercantile Investment Trust

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28th


Apr

The inevitabilities: Death and taxes

Read More

25th


Apr

Q1 2022: Keeping It Simple

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23rd


Apr

On the Hunt: 10 ‘cheap’ investment trusts that could super-charge returns

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23rd


Apr

The path less travelled: A value approach

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22nd


Apr

QD view – Are you still watching?

Read More

19th


Apr

Has the commodities ship sailed?

Read More

18th


Apr

Income and Growth Rating 2022: Law Debenture

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18th


Apr

Using AI to discover Asia’s environmental leaders

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16th


Apr

Apples and pears

Read More

15th


Apr

60/40 and other dinosaurs

Read More

10th


Apr

We are the (ESG) champions

Read More

7th


Apr

Private Markets: A closer look at the expanding private debt opportunity

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7th


Apr

What’s next for China? 

Read More

7th


Apr

A differentiated approach to building long-term value

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5th


Apr

The fog of war: a multi-asset view

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2nd


Apr

A true all rounder…

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31st


Mar

‘Dividend Hero’: BMO Capital & Income

Read More

28th


Mar

How climate leaders will trump complacent companies

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22nd


Mar

A Healthy Contribution

Read More

19th


Mar

QD view – why AVI Japan is blooming

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16th


Mar

Capturing the opportunity in Asia’s dynamic smaller companies

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15th


Mar

The funds we’ve bought to profit from rising inflation

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15th


Mar

QD view – Cushion the inflation blow

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14th


Mar

Ideas for your ISA – virtual Spring Event: Tuesday 15th March

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12th


Mar

Ukraine investment considerations: time in the market beats market-timing

Read More

10th


Mar

The under-explored power of listed private equity

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8th


Mar

Regime Change

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7th


Mar

Notes from the Investment Floor: Russia – the facts have changed

Read More

7th


Mar

Gone with the wind

Read More

5th


Mar

Focusing on Japan’s long-term winners amid market volatility

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4th


Mar

Financial Inclusion and Fintech in Emerging and Frontier Markets

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27th


Feb

QD View: CQS New City High Yield – inflation premium

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27th


Feb

Consumer mid-caps set to benefit from a return to normality

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23rd


Feb

The Unique Opportunity in Asia’s Smaller Companies

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23rd


Feb

The overlooked opportunity in Asian smaller companies

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20th


Feb

Great Expectations: Six Investment Trust Tips for 2022

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19th


Feb

Technology Enablers: ‘Picks and shovels’ in the technology gold rush

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16th


Feb

A Value View: Separating the Wheat from the Chaff

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12th


Feb

A framework for long-term investing

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10th


Feb

The Dividend Dilemma

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7th


Feb

Climate Progress Dashboard: long-term temperature rise drops again to 3.3°C

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3rd


Feb

Three reasons why China could roar in the year of the tiger

Read More

30th


Jan

QD view – every cloud

Read More

28th


Jan

Fight or Flight….

Read More

26th


Jan

Building resilience for income investors

Read More

25th


Jan

QD view – Private Companies Dominate in 2021

Read More

20th


Jan

A unique structure for dividend seekers

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17th


Jan

Is the UK’s debt a ticking time bomb?

Read More

17th


Jan

How to protect your portfolio from inflation

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14th


Jan

Bargain hunt

Read More

13th


Jan

Why China, why now?

Read More

9th


Jan

2022 Income Rating: JPMorgan Russian Securities

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6th


Jan

Top-rated Investment Trusts for 2022

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2nd


Jan

Board Games

Read More

1st


Jan

Three graphics to help you picture what 2022 may bring

Read More

31st


Dec

Investment Outlook 2022: ESG – Forks in the Road

Read More

29th


Dec

Podcast: The outlook for Asia in 2022

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27th


Dec

Grounds for optimism in Europe in 2022

Read More

26th


Dec

QD view – 2021, a retrospective

Read More

24th


Dec

Opportunities abound in attractively valued Japan

Read More

21st


Dec

Emerging markets – from uncertainty to opportunity?

Read More

19th


Dec

Targeted opportunities in China

Read More

18th


Dec

Dividends in the time of corona

Read More

14th


Dec

Sustainable investing – the defining decades

Read More

9th


Dec

Five expert tips for choosing a fund manager

Read More

9th


Dec

UK M&A surge highlights undervalued domestic opportunities

Read More

8th


Dec

Fidelity European Trust PLC: Sam Morse shares his thoughts on the trust’s 30th anniversary

Read More

6th


Dec

Exploring the UK market opportunity

Read More

6th


Dec

Opportunities abound in cheap UK market

Read More

5th


Dec

‘Better positioned than ever’: Scottish Oriental Smaller Companies

Read More

3rd


Dec

IT Investor: Quarterly Review – quality fights back

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2nd


Dec

A Crack in the China? Brunner Investment Trust PLC

Read More

1st


Dec

QD view – 7% yield opportunity, but read the small print

Read More

30th


Nov

Beyond the Middle Kingdom

Read More

30th


Nov

The opportunities in China’s maturing markets

Read More

29th


Nov

Holding back the tears

Read More

28th


Nov

Unlocking the untapped power of mid-caps

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27th


Nov

New PM, new dawn for investing in Japan?

Read More

21st


Nov

Japan: the next generation of growth

Read More

21st


Nov

The next value opportunity?

Read More

21st


Nov

In good hands

Read More

19th


Nov

Podcast: Dunedin Income Growth Investment Trust

Read More

18th


Nov

Stand and deliver

Read More

17th


Nov

Opportunities abound in cheap UK market

Read More

17th


Nov

Private Equity: Even better than the real thing

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14th


Nov

Podcast: Good COP, bad COP

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7th


Nov

The fund we’ve bought to play recent US rally

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6th


Nov

There is more to emerging markets than China

Read More

5th


Nov

Don’t fear the reaper

Read More

3rd


Nov

Quality and value could be coming back into favour: Aberdeen Asian Income

Read More

2nd


Nov

The world is on fire: How can investors move from climate anxiety to action?

Read More

31st


Oct

IPCC report: why the detail matters to energy investors

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31st


Oct

Countdown to COP26: how 2021 is a ‘make or break’ year in the fight against climate change

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31st


Oct

Climate emergency but the investment industry can make a difference

Read More

28th


Oct

Invitation: Fantastic Growth Funds (and where to find them)

Read More

27th


Oct

Global Perspectives Podcast: ESG is more than a score

Read More

26th


Oct

Bargains galore: Discounted Investment Trusts

Read More

24th


Oct

Results analysis: Scottish Oriental Smaller Companies

Read More

24th


Oct

Winter is coming

Read More

21st


Oct

Podcast: Aberdeen Smaller Companies Income Trust

Read More

20th


Oct

Income Rating: Lindsell Train

Read More

18th


Oct

Sustainable investing gets active

Read More

17th


Oct

Slings and arrows

Read More

14th


Oct

Alternative Income Rating: Starwood European Real Estate Finance

Read More

11th


Oct

How Covid moved views on sustainability

Read More

11th


Oct

Where to uncover the hidden gems in the UK tech sector

Read More

10th


Oct

Looking to sustainability for opportunity

Read More

8th


Oct

Six Investment Trusts on Juicy Discounts

Read More

4th


Oct

Uncovering Europe’s hidden gems

Read More

29th


Sep

Standing out from the (discounted) crowd

Read More

29th


Sep

A better class of travel*

Read More

27th


Sep

What makes a company a climate leader?

Read More

26th


Sep

Brunner Investment Trust PLC: A Different Approach

Read More

24th


Sep

In at the deep end

Read More

19th


Sep

Podcast: Update from Aberdeen Latin American Income Fund

Read More

18th


Sep

A snapshot of the global economy in September 2021

Read More

16th


Sep

The Merchant’s Trust Plc: The UK five years on….

Read More

15th


Sep

QD view – growth works, value works, cash not so good

Read More

13th


Sep

Finding quality companies in volatile markets

Read More

12th


Sep

Shell and BP: Why we’re Hopeful for a Sensible Transition to Renewables

Read More

8th


Sep

Beating the biotech blues

Read More

2nd


Sep

Why the rally in UK equities still has legs

Read More

31st


Aug

Growth in the next phase of recovery

Read More

26th


Aug

China’s evolving regulatory landscape

Read More

22nd


Aug

Under New Management: Fundsmith Emerging Equities Trust

Read More

21st


Aug

The Great Rotation: Will it Endure?

Read More

20th


Aug

Pandemic immunity

Read More

17th


Aug

Dire Straits or Money for Nothing?

Read More

17th


Aug

Kepler’s top-rated investment trusts for 2021

Read More

17th


Aug

Every which way but loose

Read More

13th


Aug

The Journey to Net Zero

Read More

13th


Aug

Green is good!

Read More

10th


Aug

The evolution of an investment thesis

Read More

10th


Aug

Can private equity thrive in the ‘new normal’?

Read More

7th


Aug

Inflation – a real threat or hot air?

Read More

6th


Aug

A clear beneficiary of the reflationary rally: Schroder Japan Growth

Schroder Japan Growth offers a solid yield and a crisp focus on valuation which differentiates it

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5th


Aug

60/40 and other dinosaurs

Read More

1st


Aug

Riders on the storm: Yields in the alternatives space

Read More

27th


Jul

Why companies with stronger ESG credentials should be expected to underperform…but won’t

Read More

21st


Jul

Why has north Asia outperformed its south-east Asian peers?

Read More

21st


Jul

Time to back Britain?

Read More

21st


Jul

The outlook for UK income

Read More

19th


Jul

Do the best investments come in small packages?

Read More

18th


Jul

Contrarian, value, UK: A recipe for success?

Read More

17th


Jul

ESG credentials give the JPMorgan Emerging Markets Investment Trust a sustainable advantage

Read More

13th


Jul

Tomorrow’s giants: why Japan is the next global technology hub

Read More

11th


Jul

Where Asia leads the world

Read More

10th


Jul

London Calling

Read More

9th


Jul

Insights from Silicon Valley: Optimism Versus Pessimism

Read More

8th


Jul

How can investors access the UK’s industrial recovery?

Read More

6th


Jul

Sizing up US smaller companies

Read More

4th


Jul

Why JPMorgan Emerging Markets Investment Trust has the secret sauce for uncertain times

Read More

4th


Jul

East End boys and West End girls

Read More

2nd


Jul

The long (and short) of future healthcare

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27th


Jun

Cool Britannia: Register now

Read More

26th


Jun

So…what about inflation?

Read More

25th


Jun

Podcast: Aberdeen Standard Equity Income Trust

Read More

24th


Jun

Podcast: Shires Income Trust

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23rd


Jun

QD view – on drugs…and other aspects of healthcare

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23rd


Jun

Keystone Positive Change: Profit and purpose

Read More

22nd


Jun

Inflation – the latest fad or the theme of the future?

Read More

21st


Jun

Brighter outlook for Japanese stocks?

Read More

20th


Jun

Delivering a decade of growth from Japanese equities

Read More

15th


Jun

Thailand: an option for recovery?

Read More

12th


Jun

Inflation and financials – concern or opportunity?

Read More

11th


Jun

Inflation: worth considering, or is it all just hot air?

Read More

7th


Jun

Alternative Income Rating: Bluefield Solar Income Fund

Read More

2nd


Jun

Europe’s digital ambitions

Read More

2nd


Jun

Is the tide turning for UK income investing?

Read More

24th


May

Fortune favours the brave – why complexity should not put you off listed private equity trusts

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23rd


May

Take-Off Platforms

Read More

20th


May

Results analysis: Aberdeen Standard Equity Income

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19th


May

Allow us to reintroduce ourselves

Read More

18th


May

The market’s tug-of-war

Read More

16th


May

The nuances of value investing

Read More

16th


May

Ten themes for sustainable investing

Hamish Chamberlayne identifies five environmental and five social themes that shape Janus

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13th


May

The Rapid Growth Potential for Emerging Markets Investments

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9th


May

The stars are aligned for UK equities

Read More

8th


May

Reuse, recycle and rethink sustainability

Read More

8th


May

New look, broader resources, same proven approach

Read More

8th


May

Growth Rating: Polar Capital Technology

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7th


May

Seeking out the best opportunities for growth and reliable dividends

Read More

6th


May

Are the underlying investment themes in healthcare accelerating?

Read More

5th


May

UK Smaller Companies funds up 40% in six months

Read More

2nd


May

How Asian stock markets shook off the pandemic

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2nd


May

Why should investors care about ESG?

Read More

30th


Apr

Never Turn Your Back on Mother Earth: DIY Investor Magazine 28

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30th


Apr

Jungle Fever: Is interest in ESG investing making valuations hot, hot hot?

Read More

27th


Apr

Mercantile Investment Trust: Starting up the UK engines

Read More

24th


Apr

Necessary changes in global healthcare systems bring long-term investor opportunities

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23rd


Apr

Best of both worlds

Read More

19th


Apr

2021’s key themes for emerging markets

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15th


Apr

More than meets the eye with private company investing

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13th


Apr

How strong might the UK’s post-Covid economic recovery be?

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11th


Apr

Thinking outside the box: Seneca Global Income and Growth Trust

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10th


Apr

Paging Dr Alpha

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10th


Apr

Income Rating: Invesco Income Growth

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7th


Apr

A Value View: A return to Fundamentals?

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6th


Apr

Investment Trusts – ESG: Nice guys finish first

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4th


Apr

Powerful factors coalescing for a rebound in U.S. travel and leisure

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4th


Apr

Growth Rating: Finsbury Growth and Income

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4th


Apr

Disaffected savers turn to DIY investing; which shares, funds and trusts have they been buying?

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30th


Mar

Why ISA investors may prefer enhanced dividends

With a £20,000 allowance JP Morgan considers investment trusts for ISA investors seeking income

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29th


Mar

Is biotechnology M&A the big opportunity post-vaccine?

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29th


Mar

UK portfolio trends and opportunities for 2021

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27th


Mar

The Mercantile Investment Trust: offering UK investors a world of long-term growth opportunities

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24th


Mar

Keeping a level head: the balanced approach to investing

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23rd


Mar

Uncovering Japan’s hidden gems

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22nd


Mar

How Covid is changing the way we shop

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20th


Mar

Strength in depth: UK Equity Income Trusts

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18th


Mar

Flash update: Invesco Select & Invesco Income Growth

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18th


Mar

Emerging market equities: same storm, different boats

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17th


Mar

Seeking a high and rising income and capital growth: The Merchants Trust

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16th


Mar

European Bank bonds – the last oasis of income in the credit market

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12th


Mar

A true original

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11th


Mar

Can Chinese stocks continue their strong run in 2021?

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9th


Mar

Why are UK mid caps in such an M&A sweetspot right now?

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9th


Mar

Income Rating: Chelverton UK Dividend Trust

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7th


Mar

……what on earth is a digital watch? DIY Investor Magazine 27

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4th


Mar

Don’t discount the property generalists

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3rd


Mar

The year ahead for Asia: recovery beckons

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28th


Feb

Investing in a changing world

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28th


Feb

The future of commercial property post-Covid

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26th


Feb

Investment Trusts: Spring Conference, register now

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25th


Feb

A new mood in markets: positioning for recovery

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23rd


Feb

What happens when the party starts back up?

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15th


Feb

Kepler Trust Intelligence Spring Conference: Register now

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7th


Feb

ISA Season: The importance of buying earners*

Our analysis shows that the impact of dividend contributions on long term returns is anything but

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6th


Feb

A structured approach to European small-cap investing at an attractive discount

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30th


Jan

Big game: Can the Scottish Mortgage stampede continue?

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25th


Jan

Catching up with reality in emerging markets

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24th


Jan

A trust with hidden depths

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22nd


Jan

Private markets: the quest for diversification

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18th


Jan

Can the passives bull market continue forever?

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17th


Jan

The next big thing: two mega-trends that everyone should own

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14th


Jan

Get ’em while they’re hot!

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12th


Jan

ESG: Sustainable design in consumer products

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9th


Jan

Value vs Growth: Hope springs eternal

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7th


Jan

Allianz Technology Trust: Electric vehicles and government stimulus

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6th


Jan

This time next year Rodney…

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5th


Jan

UK small-caps: themes from a crisis

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3rd


Jan

What the illuminati don’t want you to know

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31st


Dec

2020 Hindsight

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31st


Dec

Emerging Markets 2020: How JPM Emerging Markets puts the ’S’ and ‘G’ into ESG

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30th


Dec

The haves and have nots

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29th


Dec

Sustainability: My haven’t you grown!

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24th


Dec

What the Dickens!

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24th


Dec

Talking With: Jenna Barnard & John Pattulo

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24th


Dec

Alliance Trust: A standout trust for the uncertain times ahead

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19th


Dec

The Best Performing Investment Trusts Of 2020

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15th


Dec

Can you teach an old dog new tricks?

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13th


Dec

Emerging Markets 2020: Experience and expertise never more needed

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9th


Dec

Dividends and the pandemic: where are we eight months on?

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6th


Dec

Biden victory and vaccine hopes spur rotation into value stocks

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25th


Nov

The long run: experience is the key in volatile emerging markets

Trusting a fund manager with experience of selecting stocks successfully through crises could be

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24th


Nov

Emerging Markets, Evolving Opportunities

When seeking new investment opportunities in emerging markets, your focus should be on companies

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18th


Nov

Growth Rating: Fidelity European Values

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6th


Nov

It’s not about following the herd: Seneca Global Income and Growth Trust

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2nd


Nov

Five ways to play Indian equities

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29th


Oct

European logistics: surveying the digital evolution

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29th


Oct

ESG: Sustainable financial returns for long-term growth

ESG considerations are becoming more important for investors; what is BlackRock Income and Growth

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27th


Oct

Commercial property: the future is bright, but different

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27th


Oct

Taking the long view on Japanese growth

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24th


Oct

A time for caution?

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24th


Oct

Diversifying for good and growing income opportunities

Research shows that dividend growth companies tend to outperform the market in the long term

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24th


Oct

Time to switch horses? What is the outlook for equity markets and what are the alternatives?

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23rd


Oct

Utilities: The unsung heroes of the stock market

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17th


Oct

Gimme shelter: as income investors brace which trusts are less likely to cut dividends in 2020

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