Interactive Investor: Investors favour global equity funds in new Top 50 Fund Index
20 investment trusts on list of 50 most popular funds
20 investment trusts on list of 50 most popular funds
|
|
Strong returns from UK equities had investors buying trusts again in the first half of the year
|
|
The trust is spending £40m a week on buybacks, following £311 payout to halve ‘uncomfortable’ stake held by Elliott
|
|
Record-high share buybacks have failed to stem widening discounts
|
|
The trust will repay £115m in the first half of the year, but the remaining £188.8m may not fully mature until 2029 at the earliest
|
|
The trust will return some capital this year as it winds down, but shareholders may not see a full repayment until 2033 as private assets mature
|
|
Share price discounts remained above 10% throughout 2023, according to AIC’s year in review
|
|
Aberforth Smaller Companies, Aurora Investment Trust and Chelverton Growth Trust earn a place on the list
|
|
The trusts have seen a considerable bounce over the last three months
|
|
Rising interest rates, widening discounts and fixed income inflows have bruised assets
|
|
On a level playing field when it comes to equities and multi asset, what about real assets and bonds?
|
|
Analysts surprised as European equities star steps back from £7.7bn worth of funds
|
|