Winterflood predicts wave of share buybacks as trusts languish on discounts
Retail favourites Scottish Mortgage and Polar Capital Technology have seen shares pummelled in the tech sell-off
Winterflood
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Winterflood adds discounted Nick Train investment trust to recommended list
Finsbury Growth & Income Trust has this year delivered its weakest relative returns since 2007
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Schroders trust makes headway despite Woodford ‘baggage’ and virus crisis
Schroder UK Public Private investment trust managers tap into shares as discount widens to 55%
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Temit significantly outperforms in year since Hardenberg exit
Discount has seen a significant narrowing effect as sentiment warms to EM
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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.