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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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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11th


Apr

Attractively wide discount, despite long-term outperformance: AVI Global Trust

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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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26th


Mar

The best long-term growth prospects in Asia: JPMorgan Asia Growth and Income

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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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18th


Mar

Results analysis: Oakley Capital Investments

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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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15th


Mar

Strong outperformance over the long term: Impax Environmental Markets

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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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3rd


Mar

Growth Rating 2022: JPMorgan Emerging 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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31st


Jan

Good and Growing Income: Diverse Income Trust

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30th


Jan

QD view – every cloud

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28th


Jan

Fight or Flight….

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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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9th


Jan

2022 Income Rating: JPMorgan Russian Securities

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6th


Jan

Top-rated Investment Trusts for 2022

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4th


Jan

The Widest Discount of any European Trust: JPMorgan European Discovery

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2nd


Jan

Board Games

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1st


Jan

Smithson: Strong diversification potential with historic outperformance

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1st


Jan

Three graphics to help you picture what 2022 may bring

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31st


Dec

Investment Outlook 2022: ESG – Forks in the Road

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29th


Dec

Podcast: The outlook for Asia in 2022

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27th


Dec

Grounds for optimism in Europe in 2022

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26th


Dec

QD view – 2021, a retrospective

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24th


Dec

Opportunities abound in attractively valued Japan

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22nd


Dec

Alternative Income Rating: HICL Infrastructure

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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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18th


Dec

Dividends in the time of corona

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15th


Dec

Further cancer breakthroughs hinge on biotech investment

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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

An Excellent Period of Performance: Aberforth Smaller Companies

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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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22nd


Nov

Growth Rating: Fidelity European Trust

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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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20th


Nov

Income Rating: Polar Capital Global Financials

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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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6th


Nov

There is more to emerging markets than China

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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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20th


Oct

Income Rating: Lindsell Train

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18th


Oct

Sustainable investing gets active

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17th


Oct

A wide discount despite recent strong performance: Aberdeen Japan

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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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3rd


Oct

A very different way to play the energy transition: Barings Emerging EMEA Opportunities

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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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25th


Aug

‘The highest-yielding trust in its sector’: CC Japan Income & Growth

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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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18th


May

The market’s tug-of-war

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16th


May

The nuances of value investing

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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

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8th


May

Reuse, recycle and rethink sustainability

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8th


May

New look, broader resources, same proven approach

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8th


May

Growth Rating: Polar Capital Technology

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7th


May

Seeking out the best opportunities for growth and reliable dividends

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6th


May

Are the underlying investment themes in healthcare accelerating?

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5th


May

UK Smaller Companies funds up 40% in six months

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2nd


May

How Asian stock markets shook off the pandemic

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2nd


May

Why should investors care about ESG?

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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?

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27th


Apr

Mercantile Investment Trust: Starting up the UK engines

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24th


Apr

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

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23rd


Apr

Best of both worlds

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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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8th


Mar

Slow and steady wins the race

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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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14th


Oct

The fund winners powering our performance: Thoughts of Saltydog Investor

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14th


Oct

Blindness: The underrated investment case

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12th


Oct

Investing in Modern Media

As new methods of communication and entertainment evolve, where are the opportunities?

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8th


Oct

Global perspectives – Cyclicals recovery building a head of steam

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6th


Oct

The New Emerging Markets Landscape

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6th


Oct

Fantastic funds and where to find them

Which investment trusts have won a Kepler rating for 2020?

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5th


Oct

China Investment Trusts Come Of Age

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5th


Oct

Thirty Years of Dividends

What has Sky television, the World Wide Web, Taylor Swift and Henderson High Income got in common?

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2nd


Oct

After the storm: Earnings estimates stabilise

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30th


Sep

Go to work, don’t go to work: DIY Investor Magazine 25

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29th


Sep

Bull in the Chinese market?

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27th


Sep

Property Funds: How much longer will investors be trapped?

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23rd


Sep

A turning point for investors

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20th


Sep

Oh the humanity…are markets buoyed by government support in a melt-up?

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19th


Sep

What are the key market dynamics today?

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11th


Sep

Is QQQ All You Need To Do?

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11th


Sep

No need for compromise

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7th


Sep

FTSE 100 struggles to keep up with global stock markets: Thoughts of Saltydog Investor

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7th


Sep

Scottish Mortgage takes profits as Tesla is hit by tech rout

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5th


Sep

Underground Bangers: looking for hidden gems in smaller investment trusts

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3rd


Sep

Trump v. Biden

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30th


Aug

Income Investors Battered as Dividends Dry Up; how have Equity Income Funds and Trusts performed?

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27th


Aug

Has the time come for Europe?

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26th


Aug

First in first out of COVID, how has China fared?

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21st


Aug

Focus on Funds: How revolutionary is the 5G evolution?

Fatima Lu on making the internet of things and the fourth industrial revolution a reality

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3rd


Aug

Biotech: The high stakes investment theme where expertise is everything

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1st


Aug

A game of four quarters: Investment trust picks for 2020

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18th


Jul

Active ownership of private equity in a crisis

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7th


Jul

DIY Investors Increasingly Fuelling Demand for Investment Trusts

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30th


Jun

Premier Global Infrastructure Trust – fund manager interview

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29th


Jun

Challenge the status quo: Why diversification on its own is not a panacea for portfolio construction

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24th


Jun

Catching the flight to quality in India

Global factors are contributing to short-term volatility but the longer term outlook remains

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13th


Jun

Mining: resilience in a crisis

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

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5th


Jun

Price is what you pay, value is what you get

The listed private equity sector has seen discounts widen markedly, but does this present an

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25th


May

Focus on Funds: The cup and ball trick in bonds

James Robson wonders if the cup and ball trick has a role to play in modern bond markets

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19th


May

Harnessing the power of biotech for income and growth

With the pandemic causing panic in stock markets, investors may be looking for ways to tap into

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17th


May

It’s easy going green: how to change the world – and grow your money

Making money and protecting the environment are not mutually exclusive - enjoy excellent returns

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12th


May

IT Investor: Holding On Tight

After a few decades of investing, it’s tempting to think that you’ve seen it all...

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10th


May

COVID-19: outlook for dividends in 2020

Assessing the outlook for global dividends given the wide-reaching implications from the COVID-19

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9th


May

Is it time to be Back in Brazil?

As global markets have suffered in 2020, Brazilian stocks have been no exception. Could this be a

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6th


May

Economic life after lockdown

What will the re-start look like in the short, medium and long-term?

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5th


May

What does defensive investing mean today?

Investors reflecting on the damage to their portfolios in recent weeks may be looking for a way to

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3rd


May

Investment Trusts on Solid Ground

Kepler Trust Intelligence highlights trusts which are likely to offer significantly less discount

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29th


Apr

Investing in a crisis: Worry, but don’t panic

The coronavirus is playing havoc with markets and our health and well-being; it is time to be

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25th


Apr

Hold Fast for Income

Investment trusts' revenue reserves could make them a vital stronghold for investors facing UK

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21st


Apr

Beware the risk: the other side of investing

Return is the focus of most investment discussion - but risk is a vital part of the investing

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17th


Apr

Emerging markets: what’s your excuse?

Investors cling to stable growth stocks in developed markets; this strategy overlooks the real

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14th


Apr

Not just big in Japan: Investing in the next generation of Japanese ideas

From hotels and haute cuisine to cosmetics and haute couture, Japan is having a 'Cool Britania'

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12th


Apr

Children of the Revolution – Part 2 – How do we Get Out of This Place?

The outperformance of technology hints at an exciting possible future for the market when the virus

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11th


Apr

Children of the Revolution – Part 1 – Best Performing Trusts in a Crisis

How and why certain investment trusts have done well in absolute and relative terms

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11th


Apr

Income diversification in the time of coronavirus

The role of diversification in an investment environment of continuing uncertainty.

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7th


Apr

Investors put biotechnology under the microscope as Coronavirus bites

Advanced genetic technology has already helped accelerate progress toward a cure for the influenza

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3rd


Apr

Investment trusts: Mind the gap

Discounts have yawned across trusts investing in private companies, but appearances can be

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2nd


Apr

Technology stocks’ financial strength is key to weathering the coronavirus storm

Why the tech sector looks well positioned to brave the coronavirus-induced uncertainty

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27th


Mar

Of mice and men: Revisiting 2020’s Investment Trusts ‘Top Picks’

KTI's ‘best laid plans’ have somewhat ‘gang agley’ since the team put forward its best

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23rd


Mar

Their darkest hour? Investment Trust Discount Opportunities

Kepler Trust Intelligence updates it's shortlist of discount opportunities

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21st


Mar

UK equities: diversification is paramount in uncertain times

An update on the market amid the coronavirus outbreak and oil supply price war, as well as what may

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21st


Mar

Built for impact: The Global Sustainability Trust

The new trust aiming to generate long term capital growth and positive social and environmental

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11th


Mar

Building a resilient portfolio

As the economic cycle matures and the outcome for the UK economy appears more uncertain, what

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9th


Mar

Global tech: actively managing the coronavirus impact

Global Technology Team assess the impact of the coronavirus on tech companies and shares their

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6th


Mar

Don’t panic: the case for investing in Asia this ISA season

Kepler examines the relationship between stock market and GDP growth, before debating the case for

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26th


Feb

Building a long-term real estate strategy

How ASI's UK Commercial Property REIT targets strong, sustainable and rising income return and

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21st


Feb

Why private equity could boost your portfolio

Listed private equity offers clear diversification benefits for investors - but not all LPE trusts

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21st


Feb

For Innovation, Look East

JPM Emerging Markets Investment Trust seeks to deliver strong returns for the level of risk it takes

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19th


Feb

Investment Trusts: Choose your own adventure

Predicting the future is impossible, but identifying which trends have coincided in the past can

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17th


Feb

Investing in Britain: Beyond the FTSE 100

The Mercantile Investment Trust - the benefits of investing in UK small and mid-cap companies

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13th


Feb

Investing in emerging markets in a maturing global cycle

Austin Forey of the JPMorgan Emerging Markets Investment Trust, views any potential slowdown as a

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12th


Feb

A balanced approach to UK markets

Political uncertainty has weighed on the UK market, but there is real value to be found

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4th


Feb

Drifting apart: how emerging markets have become less correlated

How correlations between different emerging markets have evolved, and whether single country

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2nd


Feb

Markets: Is it time to run away?

With a sense of complacency in the air, Kepler's analysts debate the best ways to shore up your

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30th


Jan

The outlook for healthcare stocks in 2020

The threat of pharma reform is prompting more innovation, which could help drive growth over the

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23rd


Jan

Is the UK doomed without big tech players?

Challenging the consensus that the UK is destined to lag the US, owing to the absence of large-cap

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12th


Jan

Disruption: driven by technology

Ben Rogoff of Polar Capital Technology Trust says technology as an investment sector is in a good

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9th


Jan

Grow Rich Slowly with REITs

Long-term property returns derive from income and its compounding potential – that’s precisely

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4th


Jan

Crystal Balls – Investment trust picks for 2020 from Kepler

Drunk on our success in choosing funds to perform well in 2019, the team at Kepler Trust

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4th


Jan

Rule Britannia or Fool Britannia?

After an eleven year bull market, what impact will Trump's trade war and Brexit have on markets?

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2nd


Jan

Diversification – How Investment Trusts Access Specialist Asset Classes to Reduce Portfolio Risk

Investing in a range of assets, which react differently at different points in the market cycle and

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27th


Dec

Focus on Funds Issue 3: Strong and stable

Passionate about active investment management - unit trusts, OEICs and investment trusts

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5th


Dec

What would you ask a professional investor?

Register for the next episode of Trust TV to pick the brains of two professional investors

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25th


Nov

Investment Trusts That Have Flourished Since the Brexit Vote

UK Equities are Relatively Unloved; Here Kepler Identifies Companies That Have Found Outstanding

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18th


Nov

Premier Miton Investors launched following successful merger

Combined £11bn entity combines talents to deliver a greater range of relevant funds

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27th


Oct

Parklife! There’s plenty of life in retail parks

The internet has transformed our shopping habits and despite the 'death of the high street' retail

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22nd


Oct

Ignore the noise: UK dividends should be prized

Charles Luke reports on Murray Income Trust Plc which has has grown its payout to shareholders for

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22nd


Oct

Global warning: the case for low carbon investing to counter climate change

​​Hamish Chamberlayne of Janus Henderson says climate change is the biggest investment issue of

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21st


Oct

Cloud computing: A business necessity…

In ten years, cloud computing has become the default computing platform; 88% of organisations have

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9th


Oct

Mini Bond – Max Risk?

How RM Funds uses two separate structures to deliver liquidity and disclosure in its alternative

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10th


Sep

10 years after the bank lows – is it time to return to financials?

The financial sector is far stronger, more stable and more attractive to investors - what changed?

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21st


Aug

Saltydog Investor: ‘What has been is what will be…..

....and what is done is what will be done, and there is nothing new under the sun.’ (Ecclesiastes)

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17th


Aug

A New Dawn for Asian markets

James Thom says Asia is both the same as, and fundamentally different from how it was 30 years ago

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13th


Aug

Focus on Funds Magazine Issue 2

Passionate about active investment management; make informed decisions

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6th


Aug

Optimistic investing in a challenging market

A global economic slowdown, US interest rate policy, Sino-US trade wars and the rise of populism;

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5th


Jul

Half year report from IT Investor as markets hit all time highs

Guest post as eminent DIY investor and blogger 'IT Investor' reveals his investment trusts' 2019

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2nd


Jul

The end of the UK interest rate cycle

Reassessing the relationship between UK interest rates and REITs

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25th


Jun

Trust TV: European Equities, with John Bennett and Jamie Ross

Quiz Janus Henderson's fund managers live; learn their insights about the investment process and

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27th


May

The Anatomy of a Good Company: ASML

Jamie Ross explains why he included Dutch technology company ASML in Henderson Eurotrust

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21st


May

EPIC for income

Ediston Property Investment Company delivers monthly income with firm foundations

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17th


May

Why should investors consider specialist REITs?

Real estate investment trusts can be a great way of investing in property

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14th


Mar

Banking on diversification: Bankers Investment Trust

How The Bankers Investment Trust approaches the complexities of global stock markets

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7th


Mar

Large caps driving changes in healthcare

Larger companies are now joining small, nimble disruptors in driving innovation and structural

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3rd


Feb

REIT view: European REITs outlook

Brad Thomas takes a closer look at REITs in the European continent

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18th


Dec

RM Funds: Targeting long term, stable and predictable returns

How RM Funds use lower risk real estate, infrastructure & alternative lending investments

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18th


Dec

RM Funds: Targeting long term, stable and predictable returns

James Robson explains how RM Funds use lower risk real estate, infrastructure & alternative

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16th


Dec

A tale of two sisters and successful wealth creation

JP Morgan explains the power of compounding in long term wealth creation

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12th


Dec

Ediston Property Investment Company – investing in retail warehousing

Calum Bruce of EPIC on the attraction of investing in retail warehousing to generate income

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11th


Oct

Investing basics: How those seeking income can participate in the dividend bonanza

Dividends are at record levels; those seeking income can choose individual equities or UK Equity

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30th


Sep

Investors warned to be wary of risk if chasing yield

Brad Thomas recommends thinking like an intelligent REIT investor

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27th


Sep

Catching a wave: Why growth investors might find Europe’s small and mid-cap space attractive

Ollie Beckett shares some of TR European Growth Trust's recent success stories from Europe’s IPO

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10th


Sep

Structural change, disinflation and ‘Amazonisation’

John Pattullo of Henderson Diversified Income Trust, explains how investors can be on the right

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8th


Sep

Investment trusts for income

Investment trusts can help savers struggling with low returns, and rising inflation to preserve

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23rd


Aug

Change is nothing new: What does disruption mean for investors?

Simon Rowe of Janus Henderson looks at the impact of disruption in the internet era

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18th


Aug

Trust TV: City of London Investment Trust

Fund manager Job Curtis answers investors' questions, including the possible effect of a

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27th


Jul

Positive impact stocks – Global Sustainable Equity

Hamish Chamberlayne explains Janus Henderson Global Sustainable Equity Fund's approach to stock

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17th


Jul

Change, uncertainty and stock market volatility bring opportunities

James Henderson explains how Henderson Opportunities Trust plans to take advantage

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15th


Jun

Finding value in American growth – expensive but well set?

Alex Crooke of The Bankers Investment Trust believes the US could outperform

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11th


Jun

Can we afford to ignore 22.5% of world markets? Investing in financials

Nick Brind of Polar Capital Global Financials Trust considers the prospects for the sector

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19th


May

Postcard from Brazil

Scottish Investment Trust has been to São Paulo and Brasilia looking for signs of a turnaround

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10th


May

Broaden your market exposure: a time for alternative assets?

James de Bunsen asks if its time to look beyond the staples of equities and bonds

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6th


May

Oil: the contrarian case

Prices remain low Alasdair McKinnon of The Scottish Investment Trust eyes strong long term demand

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5th


May

Investing for income in a lower-for-longer world

JP Morgan shows how the structure of investment trusts allows them to pay enhanced dividends

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30th


Apr

Asia: Why the Tiger economies are poised to pounce

Michael Kerley of Henderson Far East Income says Asian markets are coming alive

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24th


Apr

Europe stakes its claim as the default diversifier to UK investment portfolios

Tim Stevenson discusses Europe’s credentials as a diversifier to UK portfolios.

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14th


Apr

We’re investing in ugly ducklings……………

At the Scottish, we take a contrarian approach to global stock markets

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11th


Apr

Disruptive technology – the return of the disrupted?

David Smith of Janus Henderson High Income Trust considers investment opportunities as the

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30th


Mar

Big opportunities in medium and smaller-sized companies

JP Morgan - smaller companies can offer greater scope for capital growth in its investment trusts

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25th


Mar

Foreign & Colonial Investment Trust – 150 Years Young

James Carthew of QuotedData explains how the venerable F&C Trust remains relevant after a

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15th


Feb

Take AIM for opportunities

James Henderson considers the dynamic young companies on 'the world's most successful growth

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9th


Feb

Inflation — the dog that never barks

John Pattullo of Janus Henderson Investors on why traditional economics may no longer apply

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2nd


Feb

S&P 500: How to invest after the all-time highs

JP Morgan Asset Management on 'what' not 'if' a UK investor should look for in the US

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15th


Jan

Compelling yield opportunities in 2018 for equity income investors

Alex Crooke, Head of Global Equity Income, believes that investors will focus more on valuations in

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27th


Dec

Bitcoin: emerging asset or speculative mania?

Paul O'Connor of Janus Henderson Investors looks at Bincoin following the appearance of a futures

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21st


Dec

European equities: will 2018 see a change in market leadership?

John Bennett, Director, European Equities at Janus Henderson Investors on key risks and

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15th


Dec

Has Brexit fear created value in UK equities for 2018?

Chris Burvill and Stephen Payne, Janus Henderson Cautious Managed Fund

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10th


Nov

Keeping it in the family – Emerging Markets equities

Glen Finegan believes that family ties make for a formidable force in both business and investing

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6th


Nov

The case for Europe: is there value in uncertainty?

Are Brexit fears affecting European markets? ​Nick Sheridan, Janus Henderson Investors

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3rd


Nov

How is innovation and disruption impacting income-oriented equities?

In this Video update from Alex Crooke, Head of Global Equity Income at Janus Henderson Investors

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1st


Nov

Would you like that in a small, medium or large, Sir?

Three pretty compelling reasons why investing in smaller firms can be more lucrative than large

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27th


Oct

Questioning the Manager: City of London Trust

The latest interview with Job Curtis manager of the Henderson City of London Trust

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25th


Oct

How Investment Trusts can Help you Seek Income and Growth in Europe

International diversification may be the way to diminish inherent market risks post Brexit

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10th


Oct

What Millennials can learn from Generation X

Older generations outflank millennials when it comes to wealth, investment and risk

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28th


Sep

How investment trusts can give you exposure to capital growth in the world’s biggest economy

How to gain exposure to some of the biggest global brands as well as dynamic smaller companies by

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30th


Aug

Questioning the manager: Henderson European Focus Investment Trust

John Bennett Global Equity Head at Janus Henderson Investors

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27th


Aug

The Quest for Income: finding income from equities

Ben Lofthouse explains how Janus Henderson's Global Equity Income Team find the best opportunities

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15th


Aug

Is it all doom and gloom for UK domestic cyclicals?

David Smith of Henderson High Income Trust sees opportunities due to low valuations for UK domestics

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9th


Aug

Small and mid-caps…..for income?

Laura Foll of the Lowland Investment Company says there is an alternative to FTSE 100 dividends and

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7th


Aug

‘Peak’ everything? After the crash

John Pattullo of Janus Henderson looks at sectors that have peaked and the effect of the sharing

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27th


Jul

AIMing For Something Different

Henderson Opportunities Trust seeks out opportunities in the small-cap sector

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11th


Jul

Japan: value released from corporate change

Alex Crooke of Janus Henderson Investors' Bankers Investment Trust

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27th


Jun

Healthcare Transformation Creates New Opportunities

Daniel Mahoney PhD, Fund Manager Polar Capital Healthcare Team

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24th


Jun

Europe: as the politics subside might Europe be the place to invest?

Tim Stevenson of Janus Henderson Investors sees political stability and improving economies in

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21st


Jun

Henderson High Income Trust offer of shares

HHI becomes the roll over choice for Threadneedle Select investors, and offers more shares: David

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19th


Jun

Introducing Janus Henderson Investors

Janus Henderson Investors exists to help clients achieve their long-term financial goals

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4th


Jun

Introducing Janus Henderson

Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors and

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