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.
Investment Trusts
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investment trust dividends to rise
More investment trusts are likely to increase their dividends going forward, though investors should be wary of managers changing their investment approach to boost revenues, according to Winterflood Securities.
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investment trusts outperform oeics during q2
During a tough second quarter of the year, closed-ended investments outperformed their open-ended peers.
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advisers can learn from wealth managers
Liquidity concerns cited by many IFAs to be a major turn off when it comes to investment trusts do not appear to be a problem for private client wealth managers who hold large positions in closed-end vehicles, according to JPMorgan Asset Management.
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increased sales education not rdr commission ban
One of the main facets of RDR is – or rather was – the uptake in the sale of products that don’t focus on paying a commission but if investment trusts and ETFs, for example, do see a surge in sales it will be because of better adviser education not a single product feature.
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the investment trusts to satisfy income needs
While the product mix has expanded, and a multitude of asset classes have risen and fallen in popularity over the past five years, investors priority for income has remained consistent.
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low platform proliferation its
Lack of presence on platforms could act as a major hurdle for investment trusts even once the playing field has been levelled post-RDR, according to Winterflood.
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ashmore global opps reprieved from windup
At an EGM held earlier this month, shareholders voted unanimously in favour of not winding up Ashmore Global Opportunities Limited.
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cazenove absolute equity trust to be wound up
The Board of the Cazenove Absolute Equity investment trust is to recommend to shareholders at its upcoming AGM that it is not continued.
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closed end products need to open up beard
Investment trusts need to provide greater transparency to investors or risk losing their competitive advantage once RDR rewrites the product rules.
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jpm claverhouse trust into growth income sector
JP Morgan has moved its Claverhouse investment trust into the AIC Growth & Income sector from the Growth sector
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the investment trusts shaking up
More than 80% of the 25 largest investment companies have outperformed their benchmarks over 10 years, with an average compound outperformance of 3.3%, according to new research from Canaccord Genuity.