magazine archive
magazine archive
Investment Trusts
Seeking uncorrelated returns via a trust trading on a big discount
Thursday 13 Jun 2019Managed by James de Bunsen and Peter Webster, the primary focus of Henderson Alternative Strategies Trust ( HAST ) is to give private investors access to strategies and asset classes that are either not available to retail or are closed to further investment. The investment trust can invest in...
Is it worth paying a premium for infrastructure funds?
Thursday 06 Jun 2019On the face of it, investing in infrastructure seems like a wise move. After all, you tend to get a steady stream of income for a long period of time. Assets such as ports, airports and toll roads aren’t going anywhere anytime soon, and due to their essential nature their earnings are both...
Understanding why certain investment trusts are so popular
Thursday 30 May 2019A desire to generate returns through income and/or growth is a long-standing goal for investors but do you know the most popular investment products to achieve this goal? We’ve looked at the 30 most widely-held investment trusts among AJ Bell Youinvest customers to see which products resonate with...
The dividend heroes that have beaten inflation
Thursday 23 May 2019Investment trust dividend heroes are classified as funds that have increased their dividends every year for at least 20 years in a row. While this list, published by the Association of Investment Companies (AIC), will help you spot products with a dividend growth track record, it doesn’t tell you...
Witan is ready to fight back after lagging the market
Thursday 16 May 2019Growing awareness among the general public of low-cost exchange-traded funds (ETF) means actively-managed funds have to try even harder to stand out from the crowd and justify their typically higher fees. With ETF products such as Lyxor Core MSCI World (LCWL) offering exposure to companies around...
Limp US tech reporting season impact on UK investment trusts
Thursday 09 May 2019A relatively impressive first quarter of 2019 for many of the world’s largest technology companies (Google parent Alphabet aside) has failed to move the needle of the three investment trusts most exposed to the technology stocks. Shares in Allianz Technology Trust ( ATT ) , Polar Capital Technology...
BlackRock star manager Prentis to retire this summer
Thursday 09 May 2019Mike Prentis will step down as manager of BlackRock Smaller Companies Trust ( BRSC ) at the company’s June AGM, calling time on a distinguished 32-year fund management career. Prentis has managed the fund since August 2002, originally at 3i Investments, then for 14 years at BlackRock. Under his...
Templeton Emerging Markets looks to appease investors
Thursday 09 May 2019Investment trust Templeton Emerging Markets ( TEM ) , which currently trades at a 10% discount to net asset value (NAV), says it will hold a tender offer in five years’ time if the performance over the period falls short of the benchmark. This would allow shares to be sold back to the trust at NAV...
Grab global growing dividends with Securities Trust of Scotland
Thursday 09 May 2019‘We go global to hunt down the best, most sustainable income ideas,’ says Mark Whitehead, manager of the quarterly-dividend paying Securities Trust of Scotland ( STS ) . This is an investment trust generating a geographically diverse source of income from a carefully selected cohort of high quality...
Why you should consider going against the herd with Henderson Eurotrust
Thursday 02 May 2019Investors looking for an opportunity to put money to work in currently unloved European markets should consider Henderson EuroTrust ( HNE ) . This investment trust aims to deliver superior total returns from a portfolio of high quality European (ex UK) investments. Former deputy manager Jamie Ross...