Shares magazine
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Investment Trusts
The pros and cons of investing in Fundsmith’s new Smithson investment trust
Thursday 27 Sep 2018Investors who have made a mint from Fundsmith Equity (B41YBW7) are now deciding whether to back a new fund from the same asset manager, to be called Smithson Investment Trust. The prospectus has shed some more light on the strategy and potential investments, meaning we now have a much better idea...
Why investing in healthcare through REITs could be a smart move
Thursday 27 Sep 2018The healthcare sector is an interesting investment opportunity. People inevitably need some medical guidance in their life, whether it is visiting a GP surgery, hospital or receiving support in a care home and an ageing population is increasing demand for these services. One way to gain exposure is...
Is it ever worth paying higher fees for investment trusts?
Thursday 20 Sep 2018The advent of robo-advice and DIY investment websites has led to an increased focus on the cost of investing. Fund supermarkets have helped boost transparency around just how much investors are being charged to access funds and trusts. That, along with the rise of tracker funds, has put pressure on...
Getting to grips with investment trust tender offers
Thursday 20 Sep 2018Tender offers are an unappreciated attraction to owning investment trusts. Investors – particularly institutional ones like asset managers or pension funds – like them because they provide comfort that they will be able to sell a stake in the trust without having to worry about market liquidity (...
City of London: 4.4% yield offers twice the return of best-buy cash accounts
Thursday 13 Sep 2018Launched in 1891, City of London Investment Trust ( CTY ) has become one of the most popular investment trusts with investors seeking to run their own portfolios rather than use the services of financial advisers or wealth managers. It is easy to see why the trust appeals to so many investors, in...
This is not the time to turn your back on technology stocks
Thursday 06 Sep 2018On 29 August the Nasdaq composite, led by popular technology FANG stocks (Facebook, Amazon, Netflix and Google – officially called Alphabet) set a new record high, closing at 8,109.69. Year to date the index is up 15.7% compared to a 7.6% gain for the wider S&P 500. Add Apple and Microsoft to...
Broadening your horizons in the hunt for income
Thursday 30 Aug 2018An investor on the hunt for dividends does not have to limit their search to the UK. The latest global dividend index from asset manager Janus Henderson shows global dividends surged 12.9% in the second quarter of 2018 reaching a record $497.4bn. Dividends hit new record levels in 12 countries,...
Summer flood of capital into investment trusts
Thursday 23 Aug 2018It wasn’t just the weather that was hot in July 2018 – according to data from Winterflood it was also the strongest month for investment trust fundraising so far in 2018 with nearly £1bn raised across the sector. More than half of this amount related to new investment trusts joining the stock...
The ultimate income investment trusts
Thursday 16 Aug 2018Income-seeking investors should consider investment trusts to boost their income and capital returns, as new research shows an elite group of trusts yield up to 10% on a 10-year basis. A select group of investment trusts have been given ‘Dividend Hero’ status, denoting those that have generated...
Will Turkey-led emerging markets sell-off hurt Mobius’ plan for new trust?
Thursday 16 Aug 2018Veteran emerging markets investor Mark Mobius is planning to launch Mobius Investment Trust, the first closed-end fund from his new Mobius Capital Markets venture, in September. Mobius sees opportunities in this space after a big sell-off linked to tensions over trade, an increase in US interest...