Shares magazine
Magazine archive
Investment Trusts
The benefits of self-managed investment trusts
Thursday 06 Dec 2018Investment 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 2018There 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 2018Many 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 2018Volatility 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 2018Investors 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 2018Market 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 2018Market 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...
Fund manager Mark Barnett offers an antidote to UK investment blues
Thursday 25 Oct 2018For investors feeling a little jaded after a trying year for UK equities, Mark Barnett provides some welcome optimism for value hunters. The Invesco fund manager who runs both Perpetual Income & Growth Investment Trust ( PLI ) and Edinburgh Investment Trust ( EDIN ) sees plenty of opportunity...
Exploring alternative assets to generate more than 4% dividend yield
Thursday 18 Oct 2018It is testament to the flexibility of investment trusts that they can offer exposure to such a diverse collection of potential investments. Beyond the standard form of listed companies they offer more niche interests which span from private equity to wind farms and even loans to shipping companies...
Grab a 6% dividend yield with secured lender Hadrian's Wall
Thursday 11 Oct 2018Imagine a bank or building society with a poster in the window offering a savings account that pays 6% annual interest. It would be quite feasible to expect queues down the road as the general public seizes the opportunity to get a much better return on their money than has been the norm over the...