magazine archive


magazine archive

Investment Trusts

Technology fund expert who’d been slicing Apple long before the warning

Thursday 10 Jan 2019

Leading technology fund manager Ben Rogoff had been cutting back on his appetite for Apple long before the consumer electronics giant’s shock profit warning (2 Jan). The respected manager of the Polar Capital Technology Trust ( PCT ) has become increasingly wary of potential threats to the...

We reveal the best performing investment trusts of 2018

Thursday 20 Dec 2018

Were you lucky enough to own some or all of the elite group of funds which made money for investors in 2018? Only 22% of active fund managers across all types of funds delivered a return above zero this year, while a mere 36% of investment trusts delivered a positive return, according to analysis...

Edinburgh Dragon looks to find its roar despite market volatility

Thursday 13 Dec 2018

As its name hints at, Aberdeen Standard Investment’s Edinburgh Dragon Trust ( EFM ) invests in Asian stocks. This has meant that over the past year it has suffered various ups and downs as trade war fears have buffeted the region’s markets. Despite an increase in volatility however, shares in the...

The benefits of self-managed investment trusts

Thursday 06 Dec 2018

Investment trusts can often be tricky vehicles to understand because they have extra features over open-ended funds such as unit trusts and Oeics. Being listed on the stock market means investors buy shares rather than units and these shares may fall to a discount to net asset value when they are...

SEEIT eyes ‘third wave’ of infrastructure trusts

Thursday 29 Nov 2018

There is a growing appetite among investors for assets whose returns are relatively uncorrelated to the wider market given the recent volatility in stocks. The team behind upcoming investment trust float SDCL Energy Efficiency Income Trust , or SEEIT for short, are certainly hoping to capitalise on...

Meet the investment trust which invests in other trusts

Thursday 22 Nov 2018

Many investment trusts are diversified products, typically with portfolios made up of up to 100 individual companies. A trust which invests in other investment trusts arguably takes this to another level, potentially providing exposure to thousands of underlying investments. You get a professional...

Do capital preservation funds perform as planned?

Thursday 15 Nov 2018

Volatility returned to equity markets during October and this recent market setback provides an opportunity to reappraise the merits of trusts that prioritise the avoidance of capital loss. Capital preservation funds are collectives with a strong track record of helping investors avoid large losses...

Can retail investors bag a unicorn?

Thursday 15 Nov 2018

Investors often hear about high growth private companies, but can’t access a piece of the investment. So-called Unicorns, start-up companies that have reached a valuation of $1bn or more, have become more commonplace in recent years. Big names such as taxi-app Uber, accommodation website Airbnb and...

The investment trusts borrowing money to buy on share price weakness

Thursday 08 Nov 2018

Market corrections are often seen by retail and professional investors as an opportunity to acquire quality stocks at a bargain price. Investment trusts have considerable flexibility to take advantage of these situations because they can borrow money to invest, creating a larger pool from which to...

Don’t hang around: snap up these investment trusts while they are going cheap

Thursday 01 Nov 2018

Market corrections are often opportunities to bag quality assets at knockdown prices and this applies just as much to investment trusts as it does to individual stocks. Helpfully there is an easy way of telling when a trust might have reached a bargain level. A quick look at the industry body...

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