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 | 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
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 International Sue Noffke, Manager of the Income Growth Trust, Schroders
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
Income | Investment Trust Outlook
Are equity markets expensive and if so what should fund managers be doing with your money? On the panel to discuss in this Investment Trust Outlook are: Tony Foster, Manager, Diversified Income and Growth Trust, Aberdeen Standard Investments Cristina Dondiuc, Associate Investment Director, Fidelity International Ciaran Mallon, UK Equities Fund Manager, Invesco Perpetual Learning outcomes: How fund managers are reacting to current valuations in developed equity markets How fund managers are factoring in political risks: from trade wars to the results of Italy's election Outlook from inflation and its influence on stock selection in portfolios
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 | 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 | 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 | 9th February 2018
In this Investment Trust Update we take a look at the global sell-off hitting investment trusts and will Carillion's demise impact infrastructure investment companies?
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 Limited & Schroder AsiaPacific Fund plc Yoojeong Oh, Investment Director, Equities Asia, Aberdeen Standard Investments
Investment Trust Update | 15th June 2018
In this Investment Trust Update, the FCA steps in over feud with Invesco Perpetual and one of its investments trusts - and a welcome boost for Woodford Patient Capital Trust.
Investment Trust Update | 9th March 2018
In this update, we take a look at the world's first investment company turning 150, and a reprieve for Woodford as Autolus floats on Wall Street.
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 | 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 | January 2020
Shares in Henderson Alternative Strategies jump 11% after plans to wind up were announced, Winterflood highlight why 2019 was such a good year for investment trust’s and Scottish Mortgage increases its borrowing by 188 million.
Investment Trust Update | 6th April 2018
In this Investment Trust Update for the first week of April, we take a look at a new record of trusts being bought by financial advisers, and John Laing Infrastructure coming to the UK.
Investment Trust Update | 1st June 2018
In this Investment Trust Update, Woodford's patient capital trust faces relegation to small cap status, the AIC will no longer publish key information documents on its website, and where are all the women on investment trust boards? AIC research highlights dangers of Key Information Documents
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 | 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.
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 | 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 | 13th July 2018
In this Investment Trust update: former Guns N' Roses manager seeks £200 million on London listing and an opportunity to invest in Cuban property. A market insight report from: The Lang Cat