How 2017 has been a record breaker for investment trusts
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.
Investment Trusts
-
-
Japanese and European smaller company trusts shine in 2017
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 falls short of European trust IPO target
Aberdeen Standard Investments raised £187.5m for its European logistics company, falling short of its initial £250m target.
-
Soaring tech stock valuations are ‘normal’
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.
-
Geared for success; how trusts bested their open-ended peers
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).
-
Monks moves to a premium after strong six months
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.
-
Investment trust managers tread with caution as gearing falls
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.
-
How have the oldest UK equity trusts performed?
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 to raise £250m for European trust
Aberdeen Standard Investments is planning to launch a property-focused UK investment trust this December.
-
Fidelity hires head of investment trusts
Fidelity International has appointed a head of investment trusts following the retirement of Nicky McCabe.
-
Big tech propels Scottish Mortgage outperformance
Strong rises in the share prices of Alibaba, Tencent and Baidu in the last six months have boosted the performance of the £6.3bn Scottish Mortgage Investment Trust, according to its latest results.
-
Fidelity Special Values enjoys bumper five years under Alex Wright
Five years since taking over as manager of the Fidelity Special Values investment trust, manager Alex Wright has managed to almost double the benchmark return in net asset value terms.