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
investment trusts
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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
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Kepler: Finding alternative plays on the AI story in Asia
With so much of the AI story focused on the US, Ryan Lightfoot-Aminoff examines the overlooked alternatives in Asia
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AIC: More wealth managers willing to go off buy list for investment trusts
Discounts cited by over 80% as reason to buy
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Home REIT shareholders vote for investment policy change
Required to pursue a managed wind-down
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Keystone Positive Change board considers folding into open-ended vehicle
Keystone Positive Change board is consulting over a potential rollover into the £1.8bn Baillie Gifford Positive Change fund
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Trust cost disclosure bill receives first reading in House of Lords
Following the change of government in July
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First reading of the investment trust bill: What will clearer cost disclosure rules mean?
The bill discussed in the House of Lords today will reshape industry practices, according to these four commentators
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Monks Investment Trust chair to step down
Sternberg to become non-executive director of Capital Gearing Trust
