If there is one thing the fund management industry likes it’s an anniversary. Depending on the success of a fund, accompanying press releases always seem to mark a one-year anniversary, while getting to three years is a bigger deal in the hope it will hit the radar screens of those who apparently don’t consider such…
The Association of Investment Companies has revealed the five most searched investment trusts on its website in 2017.
Despite a drop in quarterly sales, investment trust purchases on fund platforms in the first nine months of 2017 have surpassed all records data compiled by Matrix Financial Clarity shows.
Secondary fundraising within investment trusts hit an all-time high of £6bn in 2017, up £1bn on last year, according to research from the Association of Investment Companies.
Japanese and European smaller company investment trusts top the rankings when it comes to year-to-date returns, with both AIC sectors delivering returns north of 40%.
Aberdeen Standard Investments raised £187.5m for its European logistics company, falling short of its initial £250m target.
The soaring value of technology stocks is simply “normal fare” rather than a bubble, according to the team behind Polar Capital’s leading tech trust.
The ability to gear and stay invested in rising markets has lead the vast majority of investment trusts to outperform their comparable open-ended peers according to new research from Winterflood Investment Trusts (Wins).
Holdings in Alibaba, Nvidia and Naspars helped propel the Baillie Gifford managed £1.6bn Monks Investment Trust to almost double the return of its benchmark index for the six months to 31 October, the closed-ended company announced today.
Managers of investment trusts appear to be de-risking their portfolios, suggesting a hint of caution regarding global markets as we approach the end of the year.
Some of the oldest trusts in the UK equity space have a history of 70 years or more, but how have they performed? Portfolio Adviser looks closely at the list.
Aberdeen Standard Investments is planning to launch a property-focused UK investment trust this December.
