Investment trusts are publicly listed as companies on the London Stock Exchange, and so are traded like shares. Though they have a track record going back over 100 years they remain a mystery too many investors. This channel looks to lift the veil and drill down into the world of investment trusts.
Investment Trust Update | July 2019
Olga Hay looks at AJ Bell’s dividends hero list as well as discussing a tough call for the board of Jupiter European opportunities, getting the gearing down at Woodford Patient Capital & a delay in giving investors money back at Miton UK Micro Cab Trust in the latest investment trust update. The AIC - Corporate activity
Investment Trust Update | 10th May 2019
In this bulletin, Baillie Gifford abandons its trust saving schemes to Hargreaves, the first female Chairman of the F&C trust named and Hargreaves has agreed to maintain Baillie Gifford’s charges for three years. Jenny Ellice is joined by Simon Elliot, Head of Research at Winterflood to see what this means for the future of savings schemes linked to investment trusts.
Investment Trust Update | 12th April 2019
In this bulletin, a tool box for income investors, Brexit blamed for lack of IPOs, and alternative asset trusts performed strongly in Q1, reflecting investors’ greater appetite for risk. AIC - Face to face training
Investment Trust Update | 8th March 2019
In this bulletin, Schroders' Tokyo manager set to retire, the FCA admits KIDs ‘mislead’ public on returns & costs and liquidity in investment trust shares seem to be falling. FCA - PRIIPs Call for Input Feedback Statement
Investment Trust Update | 8th February
In this bulletin, The Aberdeen Standard Global Sustainability Trust launch delayed for the second time, another fund manager pulls out of the savings scheme market, and the trends likely to shape investment trusts in 2019.
UK Outlook | Investment Trust Outlook
In this first Investment Trust Outlook for 2019, a panel of experts discuss the outlook for the UK and also the opportunities that there are for UK stock pickers. On the panel are: Louise Kernohan, Senior Investment Manager – Dunedin Income Growth Investment Trust PLC, Aberdeen Standard Investments Matthew Jennings, Investment Director representing Fidelity Special Values PLC, Fidelity...
Investment Trust Update | 11th January 2019
In this bulletin, does the UK investment companies sector provide opportunities for contrarian stock pickers? And a boost for biotech trusts.
Investment Trust Update | 30th November 2018
A trio of big name investment trusts underperformed their benchmark, and SDCL are raising funds of £150m via an IPO. These and other topics are discussed in this investment trust update.
Investment Trust Update | 16th November
In this bulletin, trusts take October sell off in their stride and the AIC reiterates its call for KIDs – key information documents to be suspended. Joint Consultation Paper concerning amendments to the PRIIPs KID
Asia | Investment Trust Outlook
For most of 2018 the headlines have been dominated by the trade war between Donald Trump and Xi Jinping with the tit-for-tat tariffs being felt worldwide. So how is this translated in terms of the investment environment in the region? On the panel are: Medha Samant, Investment Director, Fidelity Asian Values, Fidelity International Matthew Dobbs, Fund Manager, Schroder Oriental Income Fund...
Investment Trust Update | 2nd November
In this Investment Trust Update, Smithson beats Woodford’s trust launch record, two specialist REITs looking to raise £190 million between them, and can Brexit be blamed for UK investment trusts looking cheap?
Investment Trust Update | 19th October 2018
In this Investment Trust Update, Terry Smith more than doubles Smithson target to £600million, how well established are ESG principles in investment trusts and recent market turbulence causing investment companies to move from rare discounts to net asset value.
Investment Trust Update | 5th October 2018
In this Investment Trust Update: a big-name investor for Mark Mobius’s newly floated trust and good news for Jupiter European Opportunities run by Alex Darwall.
Investment Trust Update | 21st September 2018
With Brexit looming and discounts widening, how is property holding up? This update looks at emerging market guru Mark Mobius setting his sights on £200m for the Mobius Investment Trust before it floats in October and why European funds have fallen out of favour while global funds’ popularity peaks.
Investment Trust Update | 7th September
In this IT Update, we take a look at the impact from the collapse of the Morandi bridge in Genoa on infrastructure trusts, Terry Smith looking to raise £250m for a new trust, and what the remainder of 2018 holds for investment companies.
Investment Trust Update | 24th August
In this update for August, we discuss the Allianz Technology Trust smashing its 500-million-pound milestone and what Henderson Diversified Income annual results tells us about credit markets.
Investment Trust Update | 10th August 2018
In this update, we discuss the return of Mark Mobius along with a new investment trust and who the top trusts were in July.
Investment Trust Update | 27th July 2018
In this week's IT Update: Genesis tackles emerging market discount, a write down for Artemis Alpha, the tech sector reports results and forthcoming dividend payments.