magazine archive
magazine archive
Investment Trusts
Funds to play emerging markets recovery
Thursday 02 Mar 2017Emerging markets enjoyed a significant comeback in 2016, despite a pullback towards the end of the year. The outlook remains equally exciting, so let’s look at the key drivers and some of the investment trusts that provide exposure to this region. The MSCI Emerging Markets Net Total Return Index...
The way to play Japan
Thursday 16 Feb 2017There are any number of ways UK investors can gain exposure to Japan, the world’s second largest developed economy. There are plenty of open-ended and closed-ended funds to choose from but for us one investment trust stands out. It trades at a wide discount to net asset value (NAV) with scope to...
Using the Z-score to find the cheapest trusts
Thursday 09 Feb 2017One of the key points to check when buying an investment trust is the discount or premium to net asset value (NAV). It always feels like a bargain if you can buy the shares for less than the underlying portfolio is worth, but it is important to dig a bit deeper. An investment trust trading at a...
Alliance Trust to buy out activist investor
Thursday 02 Feb 2017Previously underperforming fund Alliance Trust ( ATST ) is shifting strategy and appears to have quelled the criticism of activist investor Elliott Associates. The Dundee-based trust has now agreed (27 Jan) to repurchase Elliott’s entire 19.75% holding at a discount of 4.75% to the prevailing net...
This investment trust may not stay cheap for long
Thursday 26 Jan 2017‘Uncertain’ is a benevolent description of the outlook for 2017. Unknowns range from how Donald Trump may govern in the US to the result of Brexit negotiations. Against this backdrop, trusts with international dimensions and impressive, inflation-beating dividend track records should be on shopping...
Top fund ideas to bolster your ISA in 2017
Thursday 19 Jan 2017Here are six ideas from the funds space to give your portfolio a healthy New Year boost. They can help to diversify your portfolio as you can access multiple companies or other assets via single products. We’ve also added another idea as a fund to watch. While our main feature this week looks at...
Investing in ‘New’ China
Thursday 12 Jan 2017The Chinese Year of the Rooster begins on 28 January with investors still awaiting a new dawn in the country’s multi-decade growth story. The transition from an export-driven to a consumer-driven economy is resulting in slower growth and the Shanghai Composite index is yet to recover from the big...
Why the funds route is good for micro caps
Thursday 22 Dec 2016The smallest companies on the stock market can be high risk investments. So-called micro caps either make investors lots of money or lose them significant sums if they run into difficulty or go out of business. We believe anyone with the stomach for micro funds should look at this part of the...
How to play the North American markets
Thursday 15 Dec 2016Contrary to the stock market collapse predicted ahead of polling, Donald Trump’s election to the US Presidency has instead driven US equities to new highs in a ‘Trumpflation’ trade. The Dow Jones, S&P 500 and small cap Russell 2000 indices have all hit fresh highs. Investors are hoping the...
Go east for income
Thursday 15 Dec 2016If you want to diversify your portfolio income and access the main bright spot in a sluggish global economy you could consider Henderson Far East Income ( HFEL ) . The trust looks to provide a high level of dividends and capital appreciation over the long term, from investments traded on the...