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Investment Trusts
The growing appeal of investing in logistics facilities
Thursday 06 Jul 2017‘Logistics is the new retail,’ claims Andrew Jones, chief executive of real estate investor LondonMetric Property ( LMP ) . The significant growth in consumers shopping via the internet has led to the rise in specialist real estate, namely large warehouses that act as distribution centres for...
Funds to help portfolios blossom
Thursday 29 Jun 2017The Japanese economy appears to be finally cranking back into growth mode after as ‘Abenomics’ and financial stimulus by the country’s central bank take effect. Reforms, introduced by prime minister Shinzo Abe, are matched by improving corporate governance and are broadly supportive of Japanese...
Funds to hitch a ride on the FTSE 250 rally
Thursday 22 Jun 2017Britain’s mid cap companies have been on a scorching run since investors stopped panicking about the Brexit vote in June 2016. The FTSE 250 index has soared by more than 30% in the past 12 months, chalking-up a new record along the way – closing at 20,024.92 on 26 May 2017. Yet recent events...
Do fewer holdings result in higher risk?
Thursday 15 Jun 2017Diversification is the goal of funds with a large number of stocks in their portfolios. Yet be aware that the more diverse the portfolio, the closer to the benchmark index a fund tends to trade and the less the stock picking skills of the manager can be expressed. Last year, research from the...
Lowland places two big bets
Thursday 08 Jun 2017UK investors may feel there are more questions than answers as we hurtle towards Brexit and detailed negotiations on a deal with Europe. That won’t change in the short-term regardless of the outcome of today’s General Election and the identity of the next government. That suggests, in our opinion,...
Investment trusts with a technology edge
Thursday 01 Jun 2017Big technology companies have become hugely influential over past few decades. Technological advances have revolutionised our lives, changing the way we shop, communicate, work and even date, thanks to the internet’s ability to connect people like never before. It’s no wonder that investors have...
It is getting hard to find investment trust bargains
Thursday 25 May 2017A mere 10% of the main investment trust sectors are trading below their average discount or premium to net asset value (NAV) over the past year. That implies it is becoming harder to find bargains, albeit not impossible. We’ve calculated the 10% statistic by looking at data from financial services...
Watch out for managers changing their process
Thursday 18 May 2017An increasing number of funds and investment trusts are making amendments to how they invest or operate. Investors should therefore keep a close eye on products in their ISA or SIPP (self-invested personal pension) as there is a chance your funds may not stay exactly the same in structure or focus...
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...