magazine archive
magazine archive
Investment Trusts
Edinburgh Worldwide proves you don’t have to rely on dividends to capture investors’ attention
Thursday 08 Mar 2018Investors regularly assume that all investment trusts pay a dividend because they benefit from having a diverse range of assets in their portfolios. In reality 61 investment trusts don’t pay anything to shareholders at all. You simply own these types of trusts for capital gains. Failure to pay a...
Brunner shakes off debt and share overhang distractions
Thursday 01 Mar 2018As income statistics go, this one is pretty impressive. Brunner Investment Trust ( BUT ) has increased its annual dividend for the 46th year in a row (subject to shareholder approval, although we wouldn’t expect any trouble there). The 16.5p payout, for the year to 30 November 2017, represents a 4...
Do investment trusts benefit from having a board of directors?
Thursday 22 Feb 2018For many investors, the person running an investment trust is a key part of the reason they choose it. They may be attracted to a fund manager’s impressive track record, contrarian style or the years of experience they bring. What many investors fail to appreciate is that there’s someone sitting...
Are there any investment trusts going cheap after the market sell-off?
Thursday 15 Feb 2018Anyone with a long-term investment horizon should take a good look at the investment trust sector as the latest market sell-off has created plenty of opportunities. We’ve spotted numerous investment trusts trading on a wider discount to net asset value than their average over the past 12 months...
Rare setback for many infrastructure trusts
Thursday 08 Feb 2018The once reliable infrastructure investment trust space has come under enormous pressure as investors panic over the collapse of Carillion ( CLLN ) . There are very real fears that Carillion going to the wall could be the first in series of outsourcing failures. A big profit warning at Capita ( CPI...
Is there more to come from top performer Phoenix Spree?
Thursday 01 Feb 2018The adviser to German residential property investor Phoenix Spree Deutschland ( PSDL ) notes average property prices in the capital city of Europe’s largest economy are lower than those in Warsaw. PMM Partners director Mike Hilton uses this astonishing fact to illustrate the potential opportunity...
Record year for investment trusts securing new cash
Thursday 25 Jan 2018Investment trusts raised a record amount of money in 2017 at £11.9bn, up 75% on the previous year according to research by stockbroker Numis. The bulk of the money came from existing investment trusts issuing new shares to raise more cash, amounting to just under £8bn. The remainder predominantly...
Go under the radar with investment trusts
Thursday 18 Jan 2018Investors tend to flock to the most popular options when it comes to choosing investment funds and trusts. This herd mentality means many people are missing out on some first-class investments simply because they are under the radar. But seeking out these lesser-known names could provide a serious...
New investment trust factsheets could be ‘misleading’
Thursday 11 Jan 2018A new document required to be published by all investment trusts could be misleading to investors, according to experts. Called the Key Information Document (KID), it is meant to help prospective investors understand the nature of a fund, the target investor base, its expected risks/returns and...
Why Asia Pacific may appeal to income investors
Thursday 11 Jan 2018Global economic power has moved decidedly eastward to the world’s most populous region over the past few decades, China and India in particular. Growth and income hungry investors should therefore take a good look at the Asia Pacific region to see if it fits their risk profile, also factoring in...