Shares magazine
Magazine archive
Investment Trusts
BlackRock American Income: the trust using AI to manage its portfolio
Thursday 04 Sep 2025Investment trusts have a history of more than 150 years and over that time, have constantly reinvented themselves to meet investors’ needs. The first ever trust, F&C (FCIT) , was launched back in 1868 and in the intervening 157 years, the sector has survived wars, recessions and myriad market...
How Allianz Technology Trust has beaten the market despite being underweight Nvidia and Microsoft
Thursday 21 Aug 2025Once again the big US tech names have been a significant driver of returns in the technology sector and the wider markets in 2025. This has not applied across the board, but certainly the likes of Nvidia (NVDA:NASDAQ) and Microsoft (MSFT :NASDAQ) have been to the fore. Which makes it all the more...
Finsbury Growth & Income versus Temple Bar
Thursday 07 Aug 2025Close scrutiny of the AIC’s (Association of Investment Companies) UK Equity Income sector shows two trusts with strong retail followings occupying top and bottom spots in the five-year share price total return performance table, namely Temple Bar (TMPL) and Finsbury Growth & Income (FGT) . In...
Renewed focus from F&C as it looks to navigate turbulent markets
Thursday 31 Jul 2025As the oldest investment trust in the world, F&C Investment Trust (FCIT) has seen more than a few market corrections and crises in its time. And despite a tricky macroeconomic and geopolitical backdrop, the trust has managed to deliver solid returns over a one-, three-, five- and 10-year period...
Dividend heroes: the investment trusts with the longest track records of consistent dividend growth
Thursday 10 Jul 2025Rates are starting to come down on cash savings accounts driving income-hungry individuals back into equities and bonds in search of better yields at a time when tariffs and volatile geopolitics are expected to keep inflation high. In a scenario where central banks continue to cut rates, savers...
How capital preservation funds have fared in 2025
Thursday 26 Jun 2025In December 2024, with the risks for equity markets piling up in our minds, Shares put the spotlight on capital preservation funds. As it turns out, stocks are higher now than they were then, but obviously that does not tell the whole story, with investors facing significant volatility in the...
How to analyse investment trust discounts
Thursday 29 May 2025Discounts to the value of assets held, and more rarely premiums, are par for the course when it comes to investment trusts. These are best understood as the gap between the share price and the net asset value (NAV). For example, a trust with 100p of assets per share and a 95p share price trades at...
Revealed: the trusts which did best through tariff turbulence
Thursday 01 May 2025The period since ‘Liberation Day’ – when the Trump administration announced sweeping reciprocal tariffs – has been extremely volatile and ultimately negative for financial markets. This is reflected in the average performance of the investment trust universe which, excluding VCTs, comes in at -1.9...
Discover high-yielding share-focused investment trusts
Thursday 24 Apr 2025When markets are volatile and the value of your portfolio is moving around on a day-to-day basis there can be some comfort to take from investments which offer a steady stream of income. The problem is, dividends can sometimes cut or cancelled in the face of uncertainty. Investment trusts, also...
How investment trusts can use gearing to enhance returns
Thursday 10 Apr 2025This article looks at investment trusts and gearing, specifically the ability of trust managers to borrow money to invest. With the help of industry body the Association of Investment Companies, we have crunched some data on gearing levels in the investment trust universe. Overall the average...