Temit significantly outperforms in year since Hardenberg exit
Discount has seen a significant narrowing effect as sentiment warms to EM
Winterflood
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How fund houses can deliver best execution under Mifid II
While decisions on external research have so far been dominating headlines in the post-Mifid II world, Winterflood Business Services is now seeing focus shifting to the challenges of delivering best execution.
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Winterflood cuts Temit after manager departure
Winterflood Investment Trusts has removed the Templeton Emerging Markets Investment Trust (Temit) from its recommend list of funds until the future direction of Franklin Templeton’s emerging markets team becomes clearer.
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How a market setback could affect trust discounts
After a year in which discounts have narrowed, Winterflood Investment Trusts has warned the growth and stability of investments trusts witnessed in 2017 could be at risk if markets see a significant downturn.
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Winterflood ousts Train and sticks with Woodford in 2018 picks
Winterflood Investment Trusts (Wins) has made a number of changes to its model portfolio, including dropping Nick Train’s Finsbury Growth & Income Trust and adding the Aurora Investment Trust.
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Geared for success; how trusts bested their open-ended peers
The ability to gear and stay invested in rising markets has lead the vast majority of investment trusts to outperform their comparable open-ended peers according to new research from Winterflood Investment Trusts (Wins).
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Six trust themes but has the easy money gone
Private equity could be a hot tip from the closed-ended space for the foreseeable future as valuations suggest it has yet to enjoy the recovery seen in listed markets.
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PA OPINION Whisper Scotland UK September
Scotland will more than likely vote “No” to independence in September but those with clients in investment trusts incorporated north of the border would be daft not to examine the impact of a “Yes” vote.
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closed-ended beat open-ended in 2013
Investment trusts outperformed their open-ended equivalents in 13 out of 16 sub-sectors in the 12 months to November 2013, according to research from Winterfloods.
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Trusts to look at longer-term gearing
Winterflood Securities is predicting that more investment trusts will be taking on longer-term gearing arrangements, especially those larger trusts that have an income objective.
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investment trust dividends to rise
More investment trusts are likely to increase their dividends going forward, though investors should be wary of managers changing their investment approach to boost revenues, according to Winterflood Securities.
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low platform proliferation its
Lack of presence on platforms could act as a major hurdle for investment trusts even once the playing field has been levelled post-RDR, according to Winterflood.