Beneath the bonnet: The case for Samsung Life, Sunonwealth and Bim
Three fund managers on stocks that are getting them excited
investment trusts
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PRS REIT: ‘Number of interested parties’ regarding sale of trust
The board is in ‘active discussions’ about selling the trust with ‘a number of interested parties’
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J.P. Morgan proposes wind-down plan for Global Core Assets trust
It will liquidate its portfolio and return the proceeds to shareholders by the end of 2025
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Cyber Monday: Seven industry experts talk tech as sector extends dominance
The industries and names expected to shine in 2025 and beyond
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Schroder Social Impact adopts SDR label
Schroder BSC Social Impact trust invests in UK social organisations and charities
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MPS: Smaller-value clients face restricted access
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
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Edinburgh Worldwide to undergo restructure following poor performance
Baillie Gifford is to change the £630m trust’s investment policy after its share price halved in three years
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Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
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Investment trusts: Growth story in Japan
The cyclical leaders that dominate Japan’s equity market and drove its recent rally could recede as growth stocks take centre stage once more
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JPM’s Elliott: Are bigger investment trusts always better?
Consolidations have swept the sector as wealth managers seek larger trusts, writes Simon Elliott
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Investment companies will no longer be required to produce KIDs
A draft Statutory Instrument proposed by HM Treasury found EU-inherited cost disclosure rules are ‘not accurate’
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Investment trusts: Retail investor take up of private equity trusts remains low
Just a small proportion of private equity trusts are owned by retail investors, despite predictions the asset class will be among the biggest earners of the next decade
