Investment Trusts

  • Investment trust managers tread with caution as gearing falls

    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?

    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 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 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

    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

    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.

  • AIC announces incoming chairman

    AIC announces incoming chairman

    The Association of Investment Companies (AIC) has announced that Rachel Beagles has been voted chairman-elect of the trade body, stepping up to the role of chairman on 17 January.

  • The 10 investment company sectors paying top yields

    The 10 investment company sectors paying top yields

    There is no end in sight for investors sick of the so-called hunt for income and so the Association of Investment Companies (AIC) has looked at exactly which sectors offer the best dividend yields. We’ve gathered the top 10 here.

  • PA ANALYSIS: Why did The People’s Trust fail to launch?

    PA ANALYSIS: Why did The People’s Trust fail to launch?

    Given the enormous amount of attention Daniel Godfrey’s proposed launch of The People’s Trust received, it seemed a cruel irony the announcement it had failed to gather enough assets to be viable came in the middle of Good Money Week.

  • PA ANALYSIS: Green investing has an image problem

    PA ANALYSIS: Green investing has an image problem

    Given the enormous amount of attention Daniel Godfrey’s proposed launch of The People’s Trust received, it seemed a cruel irony the announcement it had failed to gather enough assets to be viable came in the middle of Good Money Week.

  • Why GEM trusts are a double-digit discount opportunity

    Why GEM trusts are a double-digit discount opportunity

    Despite significantly outperforming developed markets for the past two years, discounts in the emerging market investment trust sector remain in double-digit territory, according to broker Stifel.

  • Platform investment trust sales surge to record level

    Platform investment trust sales surge to record level

    Investment trust sales on adviser platforms surged to a record £514m in the first half of 2017, according to research from the Association of Investment Companies.