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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12th


Aug

Proving relatively resilient: Troy Income & Growth Trust

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11th


Aug

Should I stay or should I go?

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10th


Aug

QD view – the future of growth investing

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10th


Aug

Global equity funds are upping exposure to Japan

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7th


Aug

Energy transition and energy security – complementary or conflicting?

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7th


Aug

QD view – Divining higher income in an inflationary environment 

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7th


Aug

Equity income: the UK is now once again the most attractive market for the income investor

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7th


Aug

QD view – Can we just stop oil? Contrasting the fortunes of two UK equity income trusts

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6th


Aug

Wide discount may offer long-term value: Global Smaller Companies

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6th


Aug

The best of both worlds?

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5th


Aug

The best of British opportunity 

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5th


Aug

The compound effect of environmental solutions

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4th


Aug

Still getting it 

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2nd


Aug

Why are Asian smaller companies different?

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31st


Jul

Surprisingly robust health: Results for the UK plc

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30th


Jul

Investing Basics: Investing in Investment Trusts and Unit Trusts

DIY Investor looks at the fees and charges associated with investment trusts and unit trusts

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30th


Jul

The building blocks for an income strategy: resilience, growth and diversification

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29th


Jul

Showing resilience, but the discount remains wide: Jupiter Green

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28th


Jul

Still getting it 

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26th


Jul

Six coronations and counting for Dunedin Income Growth Investment Trust

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25th


Jul

Japan’s value shift

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24th


Jul

A low-cost core option for US equities: JPMorgan American

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22nd


Jul

Simply the best

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20th


Jul

Could benefit from a wave of M&A: Downing Strategic Micro-Cap

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18th


Jul

Putting the ‘active’ into active stewardship

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18th


Jul

Investing Basics: What are Investment Trusts?

DIY Investor's introduction to investment trusts

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13th


Jul

Many hands make light work

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10th


Jul

Delivering strong earnings growth: abrdn China

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7th


Jul

Going deep on discounters

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6th


Jul

Silk Road strife

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3rd


Jul

Well placed to benefit from tight commodity markets: BlackRock World Mining

BlackRock World Mining Trust plc believes the inherent strength of mining companies has been widely

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2nd


Jul

High end China

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1st


Jul

A high yield which could hedge inflation: abrdn Latin American Income

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29th


Jun

Bear in a china shop

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28th


Jun

Ça plane pour moi

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25th


Jun

Good peformance in a variety of market conditions: Henderson European Focus Trust

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24th


Jun

Time for a small dose of smaller companies

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23rd


Jun

Has the sustainable revolution gone into reverse?

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22nd


Jun

The best of British opportunity

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18th


Jun

Spotlight on emerging markets

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17th


Jun

Let’s go round again

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16th


Jun

Available on a small discount – Ruffer Investment Company

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14th


Jun

Results analysis: Foresight Sustainable Forestry

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11th


Jun

QD view – AI mania driving tech recovery

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9th


Jun

Under pressure

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3rd


Jun

Dazed and confused

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1st


Jun

Diversity matters

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1st


Jun

QD view – Growth capital – fast-growing companies at compelling prices?

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29th


May

Investing Basics: Investing in Asia with investment trusts

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25th


May

QD view – Time to buy Scottish Mortgage?

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25th


May

Five alternatives for income investors

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22nd


May

Treasure hunters

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20th


May

More UK M&A

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18th


May

Green shoots for global markets in 2023?

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18th


May

A Value View: The Merchant’s Trust PLC

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18th


May

US and EU ‘IRA’: Made in China?

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17th


May

QD View: Beyond Dividend Heroes

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15th


May

Tipping point: trusts on wide discounts, opportunities and bargains

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13th


May

By the dawn’s early light

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10th


May

Alternatives for income investors – 15-19th May 2023

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9th


May

Experienced Investor: Investing in private equity with investment trusts

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7th


May

Investing Basics: Investing in the UK with investment trusts

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6th


May

Alt-right or alt-wrong?

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30th


Apr

Hope springs eternal

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28th


Apr

Inflation protected income and growth: Momentum Multi-asset Value Trust

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28th


Apr

Fallen Kingdom?

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27th


Apr

Growth Rating 2023: JP Morgan UK Smaller Companies

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26th


Apr

Could value and sustainability come to the fore..? BlackRock Sustainable American Income

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25th


Apr

Are we nearly there yet?

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25th


Apr

Investment trusts: Shopping for discounts

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25th


Apr

Media watch – April 2023

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22nd


Apr

A rarely available wide discount: Baillie Gifford Shin Nippon

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20th


Apr

Navigating inflation with infrastructure assets

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19th


Apr

QD view – Discounts – time to get serious?

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17th


Apr

The opportunity in smaller struggling companies

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14th


Apr

Seeking solutions to global environmental issues: Impax Environmental Markets

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12th


Apr

Asset managers had a poor 2022

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10th


Apr

QD View – Discount opportunity on digital disruptor, DGI9

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10th


Apr

Aiming to deliver long term capital growth: Monks Investment Trust

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9th


Apr

Blackstone reminds us to look below the bonnet

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8th


Apr

Attractive income and capital growth: Barings Emerging EMEA Opportunities

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8th


Apr

China and the post Covid era

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2nd


Apr

(Re)open the floodgates

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1st


Apr

Will China smile again? Reasons to be hopeful in 2023

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1st


Apr

ISA Event: And now for something completely different

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1st


Apr

Piece by Piece

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31st


Mar

What I’m doing with my allowance this tax year

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31st


Mar

Asian Equities: On The Road – India

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28th


Mar

A feast for your ISAs – the second course

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28th


Mar

Tapping into the potential of the US midmarket

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27th


Mar

Technology funds bounce back in Q1

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25th


Mar

ISA Event: Eastern promise

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24th


Mar

Income and Growth Rating 2023: Invesco Asia Trust

Ian Hargreaves of Invesco outlines key questions to be considered through this 'black swan' event

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23rd


Mar

Income and Growth Rating 2023: Schroder UK Mid Cap

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22nd


Mar

Investing in Japan with investment trusts

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16th


Mar

Strong NAV growth over five years: Oakley Capital Investments

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13th


Mar

Results Analysis: Alliance Trust

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12th


Mar

The next supercycle

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11th


Mar

The first course: Week one of Kepler Trust Intelligence’s ISA event in review

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9th


Mar

A feast of ideas for your ISA

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8th


Mar

Solving the Rubik’s Cube: Investment Trust Ratings 2023

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7th


Mar

Income and Growth Rating 2023: Schroder Income Growth

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6th


Mar

The Devil’s in the demographics

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5th


Mar

Income and Growth Rating 2023: Utilico Emerging Markets

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4th


Mar

Gearing up, dividends down

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27th


Feb

An adaptable and flexible investment approach: JPMorgan European Discovery

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25th


Feb

Piece by piece

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24th


Feb

Off-benchmark opportunities: Polar Capital Global Financials

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23rd


Feb

The real book

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21st


Feb

Here we go again

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20th


Feb

Calling time

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18th


Feb

Never miss an opportunity to miss an opportunity

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16th


Feb

Lost in translation

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14th


Feb

Why dividends matter now more than ever 

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10th


Feb

Here comes the sun

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5th


Feb

Income and Growth Rating 2023: JPMorgan Global Emerging Markets Income

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4th


Feb

Room for cautious optimism in emerging markets?

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2nd


Feb

Go your own way

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31st


Jan

A unique investment proposition: Foresight Sustainable Forestry

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30th


Jan

Is demography destiny?

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29th


Jan

QD view – In defence of growth

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28th


Jan

The toad to recovery

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28th


Jan

What cost of living crisis?

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21st


Jan

Fortune favours the brave

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20th


Jan

Growth Rating 2023: Pacific Horizon

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18th


Jan

Income and Gowth Rating 2023: JPMorgan Asia Growth and Income

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17th


Jan

Investment companies: Latin America is worth of consideration

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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

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

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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?

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24th


Dec

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

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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

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21st


Dec

Japan – A differentiator in tumultuous times

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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 

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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

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14th


Dec

What’s that coming over the hill?

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14th


Dec

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

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13th


Dec

2023 Outlook for Emerging Markets

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10th


Dec

Jolly Green Giant

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7th


Dec

Bottom fishing

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6th


Dec

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

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1st


Dec

Your vote counts: the investment trust AGMs in December 2022

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26th


Nov

China – 2023 outlook

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26th


Nov

Should you invest in football?

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19th


Nov

India versus China

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16th


Nov

The UK’s reputation problem

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15th


Nov

Strong income and growth: JPMorgan Global Core Real Assets

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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

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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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5th


Nov

The stability dividend

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2nd


Nov

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

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30th


Oct

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

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28th


Oct

Money for nothing

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27th


Oct

An unreasonable discount?

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23rd


Oct

QD view – has logistics been oversold?

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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 

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20th


Oct

Gimmie shelter

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17th


Oct

A bright spot in North America

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16th


Oct

The buck stops where?

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15th


Oct

QD view – Sweet Harmony

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15th


Oct

Do your own research

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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?

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6th


Oct

European equities: Oui ou non?

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5th


Oct

Event Invitation: The AIC hosts first Investment Company Showcase

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3rd


Oct

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

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1st


Oct

No money, mo problems

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28th


Sep

Mind the gap

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27th


Sep

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

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23rd


Sep

Windfall taxes

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20th


Sep

2022 Alternative Income Rating: Honeycomb Investment Trust

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17th


Sep

Same same but different

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16th


Sep

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

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11th


Sep

QD view – Here comes the rain again

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10th


Sep

To buy or not to buy

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10th


Sep

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

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9th


Sep

The 28 Investment Trust ISA Millionaires

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8th


Sep

American muscle

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8th


Sep

Investing Basics: Types of Investment Trusts

Looking at Conventional and Split Capital Investment Trusts and

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6th


Sep

Growth at an unreasonable price

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4th


Sep

JARA: Real assets investing in real time

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3rd


Sep

Less stocks, more diversification: Alliance Trust

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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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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

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25th


Aug

O Brave New World

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21st


Aug

QD view – small is beautiful

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20th


Aug

Every silver lining has a cloud

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19th


Aug

The world for sale

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19th


Aug

Three renewable energy investment trusts to watch

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17th


Aug

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

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15th


Aug

Buying the discount

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15th


Aug

Ingredients for success

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13th


Aug

QD view – meaningful mergers

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12th


Aug

Get ’em while they’re hot

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9th


Aug

Focusing on what matters in Europe

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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

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30th


Jul

Long-Term Returns of the Oldest Trusts

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28th


Jul

Has the comeback begun?

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19th


Jul

Sector leading income: GCP Infrastructure Investments

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18th


Jul

QD view – (half) year in review

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17th


Jul

Seeking quality at a wide discount: Henderson EuroTrust

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16th


Jul

Focussing on long-term winners in Japan

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15th


Jul

Insights from Silicon Valley: The crisis in Ukraine

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14th


Jul

Ready Player One

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13th


Jul

How Japan is making strides on sustainability

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13th


Jul

DIY Investor Magazine Issue 34

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12th


Jul

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

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12th


Jul

Canadian Stocks have a lot of tailwind in their favour

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11th


Jul

Taking stock in a volatile market

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10th


Jul

Europe could accelerate the shift from mobile to metaverse 

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10th


Jul

Why now could be the time to buy UK equities 

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9th


Jul

Your vote counts: Investment trust AGMs in July 2022

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9th


Jul

Why I remain confident on delivering attractive returns in the UK

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8th


Jul

A game of two halves

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8th


Jul

Japan’s quiet recovery holds promise for investors

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7th


Jul

Q2 2022: The Big Bad Bear 

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5th


Jul

Investing in a world of labour shortages

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2nd


Jul

Reality Check

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1st


Jul

Investing through China’s storm 

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28th


Jun

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

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26th


Jun

Spider’s web

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25th


Jun

Delivering returns in a financial storm

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22nd


Jun

A balancing act

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18th


Jun

Staying Active

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17th


Jun

Have green stocks been oversold?

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14th


Jun

Investing in Europe with investment trusts

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11th


Jun

Catch a tiger by the tail…

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5th


Jun

Are Emerging Markets Doomed?

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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

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22nd


May

Time to change the record

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21st


May

Is it time to ditch index funds?

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19th


May

Scottish Mortgage empasises the long term after bruising year

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18th


May

Riding out the storm

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17th


May

Finding value in a haystack

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16th


May

Getting in on the act: Private markets

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14th


May

Going against the grain

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12th


May

Investing Basics: Investment trusts vs Unit Trusts and OEICs

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

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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

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8th


May

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

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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…..

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3rd


May

What ails Asian equities and where to from here? 

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3rd


May

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

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1st


May

The ESG regulation race is on

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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

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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?

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19th


Apr

Has the commodities ship sailed?

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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

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15th


Apr

60/40 and other dinosaurs

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10th


Apr

We are the (ESG) champions

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7th


Apr

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

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7th


Apr

What’s next for China? 

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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

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28th


Mar

How climate leaders will trump complacent companies

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22nd


Mar

A Healthy Contribution

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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

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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

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7th


Mar

Gone with the wind

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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

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30th


Jan

QD view – every cloud

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28th


Jan

Fight or Flight….

Read More

26th


Jan

Building resilience for income investors

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25th


Jan

QD view – Private Companies Dominate in 2021

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20th


Jan

A unique structure for dividend seekers

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17th


Jan

Is the UK’s debt a ticking time bomb?

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17th


Jan

How to protect your portfolio from inflation

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14th


Jan

Bargain hunt

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13th


Jan

Why China, why now?

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6th


Jan

Top-rated Investment Trusts for 2022

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2nd


Jan

Board Games

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1st


Jan

Three graphics to help you picture what 2022 may bring

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21st


Dec

Emerging markets – from uncertainty to opportunity?

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19th


Dec

Targeted opportunities in China

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14th


Dec

Sustainable investing – the defining decades

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9th


Dec

Five expert tips for choosing a fund manager

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9th


Dec

UK M&A surge highlights undervalued domestic opportunities

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8th


Dec

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

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6th


Dec

Exploring the UK market opportunity

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6th


Dec

Opportunities abound in cheap UK market

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5th


Dec

‘Better positioned than ever’: Scottish Oriental Smaller Companies

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3rd


Dec

IT Investor: Quarterly Review – quality fights back

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2nd


Dec

A Crack in the China? Brunner Investment Trust PLC

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1st


Dec

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

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30th


Nov

Beyond the Middle Kingdom

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30th


Nov

The opportunities in China’s maturing markets

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29th


Nov

Holding back the tears

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28th


Nov

Unlocking the untapped power of mid-caps

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27th


Nov

New PM, new dawn for investing in Japan?

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21st


Nov

Japan: the next generation of growth

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21st


Nov

The next value opportunity?

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21st


Nov

In good hands

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19th


Nov

Podcast: Dunedin Income Growth Investment Trust

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18th


Nov

Stand and deliver

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17th


Nov

Opportunities abound in cheap UK market

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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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5th


Nov

Don’t fear the reaper

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3rd


Nov

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

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2nd


Nov

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

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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

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28th


Oct

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

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27th


Oct

Global Perspectives Podcast: ESG is more than a score

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26th


Oct

Bargains galore: Discounted Investment Trusts

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24th


Oct

Results analysis: Scottish Oriental Smaller Companies

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24th


Oct

Winter is coming

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21st


Oct

Podcast: Aberdeen Smaller Companies Income Trust

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18th


Oct

Sustainable investing gets active

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17th


Oct

Slings and arrows

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14th


Oct

Alternative Income Rating: Starwood European Real Estate Finance

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11th


Oct

How Covid moved views on sustainability

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11th


Oct

Where to uncover the hidden gems in the UK tech sector

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10th


Oct

Looking to sustainability for opportunity

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8th


Oct

Six Investment Trusts on Juicy Discounts

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4th


Oct

Uncovering Europe’s hidden gems

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29th


Sep

Standing out from the (discounted) crowd

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29th


Sep

A better class of travel*

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27th


Sep

What makes a company a climate leader?

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26th


Sep

Brunner Investment Trust PLC: A Different Approach

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24th


Sep

In at the deep end

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19th


Sep

Podcast: Update from Aberdeen Latin American Income Fund

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18th


Sep

A snapshot of the global economy in September 2021

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16th


Sep

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

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15th


Sep

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

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13th


Sep

Finding quality companies in volatile markets

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12th


Sep

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

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8th


Sep

Beating the biotech blues

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2nd


Sep

Why the rally in UK equities still has legs

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31st


Aug

Growth in the next phase of recovery

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26th


Aug

China’s evolving regulatory landscape

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22nd


Aug

Under New Management: Fundsmith Emerging Equities Trust

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21st


Aug

The Great Rotation: Will it Endure?

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20th


Aug

Pandemic immunity

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17th


Aug

Dire Straits or Money for Nothing?

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17th


Aug

Kepler’s top-rated investment trusts for 2021

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17th


Aug

Every which way but loose

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13th


Aug

The Journey to Net Zero

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13th


Aug

Green is good!

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10th


Aug

The evolution of an investment thesis

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10th


Aug

Can private equity thrive in the ‘new normal’?

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7th


Aug

Inflation – a real threat or hot air?

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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

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1st


Aug

Riders on the storm: Yields in the alternatives space

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27th


Jul

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

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21st


Jul

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

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21st


Jul

Time to back Britain?

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21st


Jul

The outlook for UK income

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19th


Jul

Do the best investments come in small packages?

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18th


Jul

Contrarian, value, UK: A recipe for success?

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17th


Jul

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

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13th


Jul

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

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11th


Jul

Where Asia leads the world

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10th


Jul

London Calling

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9th


Jul

Insights from Silicon Valley: Optimism Versus Pessimism

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8th


Jul

How can investors access the UK’s industrial recovery?

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6th


Jul

Sizing up US smaller companies

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4th


Jul

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

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4th


Jul

East End boys and West End girls

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2nd


Jul

The long (and short) of future healthcare

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27th


Jun

Cool Britannia: Register now

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26th


Jun

So…what about inflation?

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25th


Jun

Podcast: Aberdeen Standard Equity Income Trust

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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

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22nd


Jun

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

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21st


Jun

Brighter outlook for Japanese stocks?

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20th


Jun

Delivering a decade of growth from Japanese equities

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15th


Jun

Thailand: an option for recovery?

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12th


Jun

Inflation and financials – concern or opportunity?

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11th


Jun

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

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7th


Jun

Alternative Income Rating: Bluefield Solar Income Fund

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2nd


Jun

Europe’s digital ambitions

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2nd


Jun

Is the tide turning for UK income investing?

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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

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20th


May

Results analysis: Aberdeen Standard Equity Income

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19th


May

Allow us to reintroduce ourselves

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