magazine archive
magazine archive
Investment Trusts
Lowland places two big bets
Thursday 08 Jun 2017UK investors may feel there are more questions than answers as we hurtle towards Brexit and detailed negotiations on a deal with Europe. That won’t change in the short-term regardless of the outcome of today’s General Election and the identity of the next government. That suggests, in our opinion,...
Investment trusts with a technology edge
Thursday 01 Jun 2017Big technology companies have become hugely influential over past few decades. Technological advances have revolutionised our lives, changing the way we shop, communicate, work and even date, thanks to the internet’s ability to connect people like never before. It’s no wonder that investors have...
It is getting hard to find investment trust bargains
Thursday 25 May 2017A mere 10% of the main investment trust sectors are trading below their average discount or premium to net asset value (NAV) over the past year. That implies it is becoming harder to find bargains, albeit not impossible. We’ve calculated the 10% statistic by looking at data from financial services...
Watch out for managers changing their process
Thursday 18 May 2017An increasing number of funds and investment trusts are making amendments to how they invest or operate. Investors should therefore keep a close eye on products in their ISA or SIPP (self-invested personal pension) as there is a chance your funds may not stay exactly the same in structure or focus...
Two new IPOs look to small caps for success
Thursday 11 May 2017Fans of small cap stocks are being treated to two new investment trusts targeting the lower end of the market cap spectrum. The Stewart Investors-managed ScotGems investment trust will launch in June, targeting smaller companies in the emerging markets space. Keep reading this article to get the...
Fund manager reveals sources of good income
Thursday 27 Apr 2017With the number of retirees set to grow by an estimated 50% over the next 20 years, there is a pressing need for income to fund those who fall into this demographic. Looking at where cash and bonds are at the moment, traditional sources aren’t going to fund it, but perhaps Henderson High Income...
Inflation-busting investment trusts
Thursday 20 Apr 2017UK inflation is at its highest level since October 2013, putting a squeeze on consumers’ wallets. The latest rate of 2.3% is above the Bank of England’s 2% target; and experts believe it will only get worse at the year goes on. With this in mind, you need to ensure your investment returns exceed...
A world of opportunity with investment trusts
Thursday 13 Apr 2017Investing in a single country fund typically involves a higher degree of risk than a more diversified alternative but it has the potential to deliver some spectacular returns. Single country investment trusts are available for the main developed markets such as the US and Japan, as well as more...
Profit from private equity
Thursday 06 Apr 2017Investors seeking exposure to innovative growth businesses should look at private equity funds. They can be a terrific source of opportunity despite the high leverage and fees associated with the industry. QuotedData senior analyst Matthew Read explains: ‘Private equity is an asset class that is...
How to get more from investment trusts
Thursday 30 Mar 2017Investment trusts are the oldest form of managed fund with some dating back more than a hundred years. They are structured as publicly listed companies with their shares quoted on the London Stock Exchange. There are about 400 investment trusts available in the UK and they have a combined market...