magazine archive
magazine archive
Investment Trusts
Two new IPOs look to small caps for success
Thursday 11 May 2017Fans of small cap stocks are being treated to two new investment trusts targeting the lower end of the market cap spectrum. The Stewart Investors-managed ScotGems investment trust will launch in June, targeting smaller companies in the emerging markets space. Keep reading this article to get the...
Fund manager reveals sources of good income
Thursday 27 Apr 2017With the number of retirees set to grow by an estimated 50% over the next 20 years, there is a pressing need for income to fund those who fall into this demographic. Looking at where cash and bonds are at the moment, traditional sources aren’t going to fund it, but perhaps Henderson High Income...
Inflation-busting investment trusts
Thursday 20 Apr 2017UK inflation is at its highest level since October 2013, putting a squeeze on consumers’ wallets. The latest rate of 2.3% is above the Bank of England’s 2% target; and experts believe it will only get worse at the year goes on. With this in mind, you need to ensure your investment returns exceed...
A world of opportunity with investment trusts
Thursday 13 Apr 2017Investing in a single country fund typically involves a higher degree of risk than a more diversified alternative but it has the potential to deliver some spectacular returns. Single country investment trusts are available for the main developed markets such as the US and Japan, as well as more...
Profit from private equity
Thursday 06 Apr 2017Investors seeking exposure to innovative growth businesses should look at private equity funds. They can be a terrific source of opportunity despite the high leverage and fees associated with the industry. QuotedData senior analyst Matthew Read explains: ‘Private equity is an asset class that is...
How to get more from investment trusts
Thursday 30 Mar 2017Investment trusts are the oldest form of managed fund with some dating back more than a hundred years. They are structured as publicly listed companies with their shares quoted on the London Stock Exchange. There are about 400 investment trusts available in the UK and they have a combined market...
Why buy an investment trust at a premium?
Thursday 23 Mar 2017It goes against the grain to pay more for an investment trust than the underlying net assets are actually worth, but sometimes it can make a lot of sense. The most highly rated trusts tend to experience heavy demand and normally trade at a premium to reflect their superior performance. In some...
Investment trusts that pay more and more dividends every year
Thursday 16 Mar 2017Investment trusts can be ideal products for anyone seeking to enjoy compounding benefits from reinvesting dividends . They are allowed to stash away up to 15% of income every year in a pot called ‘revenue reserves’. This rainy-day money can help them to keep paying dividends even if market...
How to access mining’s great comeback via trusts
Thursday 09 Mar 2017Mining was the second best performing FTSE 350 sector in 2016 and is still in the top 10 so far this year. Improving commodity prices, stronger balance sheets and more lean mining operations have all contributed to share price success. Anyone who wants exposure to the sector without the individual...
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...