magazine archive
magazine archive
Investment Trusts
Record year for investment trusts securing new cash
Thursday 25 Jan 2018Investment trusts raised a record amount of money in 2017 at £11.9bn, up 75% on the previous year according to research by stockbroker Numis. The bulk of the money came from existing investment trusts issuing new shares to raise more cash, amounting to just under £8bn. The remainder predominantly...
Go under the radar with investment trusts
Thursday 18 Jan 2018Investors tend to flock to the most popular options when it comes to choosing investment funds and trusts. This herd mentality means many people are missing out on some first-class investments simply because they are under the radar. But seeking out these lesser-known names could provide a serious...
New investment trust factsheets could be ‘misleading’
Thursday 11 Jan 2018A new document required to be published by all investment trusts could be misleading to investors, according to experts. Called the Key Information Document (KID), it is meant to help prospective investors understand the nature of a fund, the target investor base, its expected risks/returns and...
Why Asia Pacific may appeal to income investors
Thursday 11 Jan 2018Global economic power has moved decidedly eastward to the world’s most populous region over the past few decades, China and India in particular. Growth and income hungry investors should therefore take a good look at the Asia Pacific region to see if it fits their risk profile, also factoring in...
Which were the most rewarding investment trusts in 2017?
Thursday 21 Dec 2017Some of the best performing investment trusts in 2017 have been aided by favourable market conditions as global markets continue to grow. Top of the pile is Independent Investment Trust ( IIT ) , which delivered a total return of 71.6% which is the share price gain and dividend income. Its...
Why Bankers Investment Trust has the right characteristics to thrive
Thursday 21 Dec 2017Anyone concerned about toppy-looking equity markets, rising inflation and the uncertainties arising from Brexit may wish to look at The Bankers Investment Trust ( BNKR ) . It has a range of characteristics which could potentially help beat the aforementioned pressures and deliver a positive outcome...
Understanding how investment trusts manage discounts and premiums
Thursday 14 Dec 2017The closed end structure of investment trusts means they can trade at a premium or discount to the value of their underlying investments or net asset value (NAV). This is typically dependent on investor demand for the shares. Some trusts look to counteract this situation by employing ‘discount...
Using investment trusts to access smaller companies in the US
Thursday 07 Dec 2017Many investors will be familiar with the range of smaller companies on the UK stock market, but how well do you know small caps listed overseas? Using investment trusts is an easy way to access exciting companies lower down the market cap spectrum as the fund managers do the hard work finding the...
A safer way to get international exposure
Thursday 30 Nov 2017There’s a neat trick investors can use to gain exposure to international earnings without buying a single overseas-listed stock. The US, Europe, China, India plus emerging markets in Latin America, Asia, Africa and the Middle East are all accessible from the relative comfort of the London stock...
The investment trusts with double discounts
Thursday 16 Nov 2017As global stock markets roar to all-time highs investors face an increasingly tricky hunt for value. One of the most popular ways to identify value within the investment trust space is to look at the discount to net asset value or NAV per share. In other words, how much lower is a trust’s share...