Investment Trusts

  • New regional sales manager for Baillie Gifford

    New regional sales manager for Baillie Gifford

    Baillie Gifford has appointed a new sales manager for the South West and Channel Islands.

  • baillie gifford reduces fees four trusts

    baillie gifford reduces fees four trusts

    Baillie Gifford has decided to cut the investment management fees on four of the investment trusts it managers after securing agreement from the funds’ boards.

  • Witan outperforms benchmark in 2012

    Witan outperforms benchmark in 2012

    Witan Investment Trust has announced a 38th consecutive annual increase in its dividend following a number of recent mandate changes put in place by CEO Andrew Bell.

  • Strong performance for Alliance Trust

    Strong performance for Alliance Trust

    Alliance Trust increased its dividend by 7% in 2012, its 46th consecutive annual increase, following a year of portfolio restructuring and team consolidation.

  • Fand c proceed with caution

    Fand c proceed with caution

    Foreign and Colonial Investment Trust is adopting a more cautious approach to investment in 2013 due to continued economic uncertainty.

  • Quarterly dividends increasingly common

    Quarterly dividends increasingly common

    Around a quarter of Association of Investment Companies' (AIC) members now pay quarterly dividends, research conducted by the body reveals.

  • discretionary not advisory investment trusts RDR

    discretionary not advisory investment trusts RDR

    John Husselbee urges an end to the permanent debates over closed-ended versus open-ended, and active versus passive management, as the answer is "Yes" to all of the above.

  • JPM trust slumps in tough market for small caps

    JPM trust slumps in tough market for small caps

    JPMorgan Smaller Companies Investment Trust underperformed (-7.5%) versus its benchmark (-6.2%) in the year to 31 July, despite two of its largest positions being taken over.

  • Witans Bell elected as aic chairman

    Witans Bell elected as aic chairman

    Witan Investment Trust chief Andrew Bell has been elected as the next chairman of the AIC following the completion of two years in office from the current incumbent Sarah Bates.

  • pa analysis ignore geared trusts at your peril

    pa analysis ignore geared trusts at your peril

    Being a leveraged company is seen as a huge negative right now but investment trusts use gearing as a point of competitive advantage and those that do should not be dismissed out of hand.

  • Witan results highlight manager outperformance

    Witan results highlight manager outperformance

    Witan Investment Trusts NAV climbed 5.1% in the first half of the year, with seven of its 11 external managers beating their benchmarks.

  • renaissance admits limitations of it

    renaissance admits limitations of it

    Renaissance Asset Management has proposed a restructure of its Russia Infrastructure Equities Fund, from an investment trust into an Oeic to improve liquidity and reduce its discount.