Investment Trust Update | March 2020
Which Investment Trusts are thriving in the turbulent times brought about by coronavirus? We take a look at the ever expanding fallout in this Investment Trust update.
Investment Trust Update | February 2020
An acquisition is on the horizon for Jupiter Fund Management, Henderson Opportunities Trust is looking to raise its dividends and Winterflood believes it is becoming harder for smaller investment trusts to be bought. All this and more in this bulletin.
Investment Trust Outlook | The prospects for income and for Asia in 2020
In this Investment Trust Outlook, how big a risk is illiquidity in today's market? Which letter in ESG is of greatest importance in Asia and what are corporate earnings looking like in 2020? Our panel discusses this and more. Bruce Stout, Manager, Murray International Trust PLC Matthew Dobbs, Manager, Schroder Asia Pacific Fund & Schroder Oriental Income Fund, Schroders James Hart, Investment Director, Witan Investment Trust
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 | December 2019
Invesco is making changes to its head of UK equity role, Octopus Renewables Infrastructure Trust is looking to raise £250 million & underperformance at Aberdeen Standard Equity Income. All this and more in this bulletin with Olga Hay.
Investment Trust Update | November 2019
In this bulletin, Olga Hay takes us through the downgrade at Edinburgh Trust, a shares slide at Woodford & a snippet of our interview with Simon Elliott. Full Simon Elliott interview
Investment Trust Update | October 2019
There are personnel changes at Jupiter UK Growth Trust & Stewart Investors, we speak to Simon Elliott from Winterflood & how is JP Morgan’s recently floated investment trust trading? All this and more in this bulletin.
Investment Trust Update | September 2019
What’s making things uncomfortable for UK equity investors? The latest on an addition at Alliance Trust & shareholders looking for a continuation on the Gabelli Value Plus Trust vote. All this and more in this bulletin.
Investment Trust Update | August 2019
In this bulletin, there's a fee re-structuring at Schroders, a personnel change at J.P. Morgan & investment in alternative assets have doubled to 200bn.
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.