magazine archive
magazine archive
Investment Trusts
The next generation of Scottish Mortgage stars
Thursday 29 Apr 2021After the roaring success of investment trust Scottish Mortgage ( SMT ) in 2020, fueled by the rocketing share prices of firms such as Tesla and Amazon, investors are wondering two things: has the good money already been made in the trust, and where are the next generation of winners going to come...
Follow Nick Train and buy quality ‘plodders’ while they’re on sale
Thursday 22 Apr 2021For investors in quality growth companies, the first quarter of 2021 has been one of mixed fortunes. Some stocks have performed well, but many have drifted as investors have chased the rally in cheaper, more cyclically exposed stocks which fall under the value umbrella. Whether the rally in value...
Witan under pressure to improve performance
Thursday 18 Mar 2021Global multi-managed trust Witan’s ( WTAN ) full-year results (11 March) revealed the investment trust returned less than half that of the benchmark during 2020, at 4.2% versus 9.5% respectively. This lagging performance once again raises the question whether investors would be better off buying a...
Rare chance to buy popular tech trusts for a big discount
Thursday 11 Mar 2021Investors have the rare opportunity to buy some technology-focused investment trusts significantly below the value of their underlying assets. Names on sale include Allianz Technology Trust ( ATT ) , Polar Capital Technology Trust ( PCT ) and Scottish Mortgage Investment Trust ( SMT ) . The...
Inflation-busting investment trusts
Thursday 25 Feb 2021Having bumped along at negligible levels for much of 2020 as the UK economy struggled under months of lockdown, consumer inflation is back, with big implications for your savings and investment portfolio. UK CPI jumped to a four-month high of 0.7% in January, up from 0.6% in December 2020...
Want a global investment trust? Here’s how 15 differ
Thursday 11 Feb 2021There are many options for an investor wanting to put their money to work right around the world. Even if you’ve narrowed it down and decided to go for an investment trust instead of an open-ended active fund or a passive exchange-traded fund ( ETF ), choosing the trust for you can still seem a...
Growth trusts are still performing well despite the value rally
Thursday 28 Jan 2021Investors need not be too worried about what the rotation into value could mean for some of the most popular investment trusts geared towards growth names. Some of the trusts that invest almost exclusively in growth names are still delivering a decent performance, showing there are some good fund...
The income and renewable funds going cheap
Thursday 14 Jan 2021Investment trusts differ from other types of fund as they can trade at a discount or premium to the value of their underlying assets. This can present interesting opportunities, particularly when trusts are trading at larger than usual discounts to net asset value ( NAV ). To offer insights into...
Best performing investment trusts in 2020
Thursday 17 Dec 2020From a human standpoint, 2020 has proved a shocker of a year, with the unforeseen pandemic wreaking havoc on health and the associated lockdowns precipitating a global economic downturn that may take years to battle back from. Yet paradoxically, 2020 has been anything but negative from a markets...
Life after Mark Barnett – how his funds have changed under new managers
Thursday 26 Nov 2020Six months since the departure of Mark Barnett from asset manager Invesco, two investment trusts previously run by the once-star fund manager have finally settled into their new homes. Investors are rightfully expecting better performance under the new managers, but what’s in store for them?...