Fidelity: Investors missed out on rebounding markets by playing it safe in 2023
Over half (60%) of asset classes made a positive return in 2023
Scottish Mortgage
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Scottish Mortgage and Fundsmith Equity ousted from Interactive Investor’s top spots
City of London becomes most purchased investment trust while Royal London Short Term Money Market leads for funds
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Numis: AI frenzy ‘subsides’ as retail investors flock to ‘usual suspect’ investment trusts in August
Scottish Mortgage, City of London and F&C dominate platform buylists
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Scottish Mortgage assets slide 17%
While share price fell 33.5% for the year to 31 March
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Double hire bolsters Scottish Mortgage board experience
Sharon Flood and Vikram Kumaraswamy have backgrounds ‘relevant to the trust’s portfolio’
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Scottish Mortgage bust-up and Home Reit troubles strike a sharp contrast with open-ended funds
Have public board-level disputes underlined the benefit of an open and accountable governance structure?
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Scottish Mortgage revamps board following criticism
Chair Fiona McBain announces intention to retire from role a week after director Amar Bhidé raised concerns over the length of her tenure
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Baillie Gifford suffers £113bn drop in assets under management
Scotland-based investment firm was hit hard by sharp sell-off in growth stocks last year prompted by the Fed’s monetary tightening
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Scottish Mortgage managers admit mistakes on China
Co-manager Tom Slater said he was slow to recognise deteriorating relations with the US
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City knocks Scottish Mortgage off top spot
City of London the most popular trust on AIC’s website as income piques investor interest
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Fundsmith stands alone as investors flock to passives
Terry Smith’s equity fund was the only actively-managed strategy in the 10 most-bought Interactive Investor funds
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Scottish Mortgage to up dividend by 5%
Despite the trust’s half-year results painting a grim picture