Investment trusts

Best performing funds and investment trusts Q1

The first quarter of the year saw a resurgence of some areas of the market which have been badly beaten up by the pandemic, as...

Fri, 09/04/2021 - 13:57

Will 'peak pension freedoms season' return after pandemic-induced withdrawals slump in 2020

Until 2020, the beginning of a new tax year has traditionally been peak pension withdrawal season, with UK savers taking advantage of a fresh set...

Fri, 09/04/2021 - 13:46

Most popular AJ Bell Youinvest ISA funds, shares and investment trusts in 2021

Some fund investors have been going for growth in their AJ Bell Youinvest ISA so far this year, filling their tax shelters with a raft...

Mon, 08/03/2021 - 15:44

Who wants to be an ISA millionaire?

Today’s ISA millionaires have shown a definite preference for investing in individual shares rather than funds, with 83% of their portfolios sitting in stocks, compared...

Fri, 05/03/2021 - 16:42

Which investment trusts can survive the income drought?

For those relying on their income to live on, the situation looks fairly dire at the moment. Plunging stock markets, companies cutting dividends and rock-bottom...

Tue, 31/03/2020 - 09:25

The UK investment trusts most exposed to Brexit

Investors are understandably preoccupied with what Brexit means for their portfolio, but they need to make sure they’re aware of any hidden risks in their...

Wed, 11/09/2019 - 11:29

Making sure the price is right with investment trusts

One of the main attractions for putting money into investment trusts is the ability to potentially buy assets for less than they are worth. Hypothetically,...

Wed, 15/06/2016 - 14:40

UK-focused investment trusts may offer a safe haven

Like that other great rhetorical saying about ‘crisis and opportunity’ that is invariably attributed to the Chinese, the curse ‘may you live in interesting times’...

Tue, 29/09/2015 - 13:43

Investment trusts at a discount to NAV can be good value

For many investors, the appeal of investment trusts lies in the ability to pick them up at a discount to the value of...

Mon, 28/09/2015 - 12:08

How the need for income could underpin UK stocks

Last week this column touched on the issue of the vexed issue of the valuation of the UK stock market, using market capitalisation to GDP...

Fri, 25/09/2015 - 11:42

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