The JP Morgan Emerging Markets Investment Trust has been touted as a stable alternative to Templeton Emerging Markets Investment Trust, where careful succession planning following Mark Mobius’s retirement was thrown into disarray with the sudden departure of his replacement Carlos Hardenberg earlier this year.
Infrastructure delivered some of the worst performers among investment trusts in Q1 on the back of Carillion’s collapse and fears in the UK of a Labour-led government, while Donald Trump is getting the blame for falls in US investment trusts as well as biotechnology portfolios. Portfolio Advisers looks at the 10 investment trusts that fared…
The Blackrock Smaller Companies Trust is ditching performance fees in an effort to stay competitive with rival investment trusts.
The Association of Investment Companies (AIC) has appointed alternatives expert Susie Farnon to its board of directors.
A short position in Conviviality has delivered for Blackrock Throgmorton, according to its first portfolio update since investors voted in favour of expanding the portfolio’s investment universe.
The board of the Schroder UK Growth fund is dumping Schroders as its manager and replacing it with Baillie Gifford, citing continuous underperformance since inception as the reason behind the decision.
Blackrock Income and Growth Investment Trust underperformed its benchmark index during the first quarter as holdings in British American Tobacco and RELX Group stymied returns.
During a rockier-than-anticipated first quarter, which investment trusts rose to the top? Portfolio Adviser examines the 10 best performers on a share price basis, using data from Stifel.
A stretched premium has seen Lindsell Train top investment trusts for performance in the first quarter, over a period when the listed closed-ended funds outperformed wider markets, according to a report from Stifel.
Woodford-backed activist investment trust Crystal Amber has upped its stake in De La Rue, the UK company currently appealing the government following its failed bid to produce the country’s blue passports following Brexit.
Blackrock fund managers Sam Vecht and Emily Fletcher are already in the process of introducing emerging market stocks into the Frontiers Investment Trust following an expansion of its investment universe less than a week ago, as they seek opportunities in the “forgotten” countries of both indices, which show reduced correlation with mainstream markets.
Fidelity Japanese Values has become the first investment trust run by the asset manager to adopt its variable management fee model, but has also announced plans to switch to a poorer performing benchmark.
