Investment trusts


Fidelity Special Values plc - Alex Wright, Portfolio Manager

In this latest video interview, Alex Wright runs through the investment process for the trust, along with how they generate investment ideas and the market conditions they would expect the trust to perform well in.

Investment trusts | Tue, 06/02/2024 - 11:39

CC Japan Income & Growth Trust plc (CCJI) - Richard Aston, Portfolio Manager

Richard Aston, Portfolio Manager at CC Japan Income & Growth Trust plc, discusses the fund's investment objectives, why CCJI is a good fit for investing in Japan and the fund's investment process.

This information is provided by Shares Magazine, which is published by AJ Bell...

Investment trusts | Mon, 31/07/2023 - 13:28

Mercantile’s Guy Anderson: reasons to be optimistic about UK stocks

AJ Bell’s Dan Coatsworth talks to Guy Anderson from Mercantile Investment Trust about why he sees bright spots among UK stocks and shares, his view on the current wave of takeovers and his outlook for the rest of the year.

Investment trusts | Fri, 09/06/2023 - 10:10

Mercantile Investment Trust manager: why I like investing in watch sellers and housebuilders

AJ Bell’s Dan Coatsworth talks to Guy Anderson from Mercantile Investment Trust about why he is optimistic about the prospects for Watches of Switzerland and Bellway, and his views on the housebuilder sector in general.

Investment trusts | Fri, 09/06/2023 - 10:08

Fidelity China Special Situations – Dale Nicholls, Portfolio Manager

Dale Nicholls, Portfolio Manager of Fidelity China Special Situations, gives an overview of the fund's investment objectives. He also details what themes and opportunities it is looking to benefit from in China.

This information is provided by Shares Magazine, which is published by...

Investment trusts | Wed, 01/03/2023 - 15:39

3i Infrastructure plc - James Dawes, CFO

James Dawes, Chief Financial Officer at 3i Infrastructure plc, describes the trust’s investment objectives, how they have built a portfolio around megatrends and his outlook for the infrastructure sector.

This information is provided by Shares Magazine, which is published by AJ...

Investment trusts | Thu, 09/02/2023 - 09:39

The Monks Investment Trust plc

Jon Henry, Client Director, The Monks Investment Trust plc, describes the trust’s investment process and how this differentiates from its wider peer group, how ideas are generated, and how it has performed over the last 5 years.

Investment trusts | Fri, 26/08/2022 - 10:53

TR Property Investment Trust - Marcus Phayre-Mudge, Fund Manager

Marcus Phayre-Mudge, Fund Manager at TR Property Investment Trust, describes the fund’s objectives, how their investment process differentiates them from the wider peer group, and how it has performed over the last 5 years.

This information is provided by Shares Magazine, which is...

Investment trusts | Thu, 16/06/2022 - 16:37

F&C Investment Trust - Rain Newton-Smith, Independent Non-Executive Director

Rain Newton-Smith, Independent Non-Executive Director at F&C Investment Trust, gives her perspective on FCIT’s net zero strategy and how the trust is working to achieve this. Rain also talks about the impact that Covid-19 had, how the trust adapted and discusses how the trust has approached...

Investment trusts | Wed, 13/04/2022 - 10:50

Scottish Mortgage – Stewart Heggie, Investment Specialist

Stewart Heggie, Investment Specialist at Scottish Mortgage, describes the fund’s investment process, how this differentiates Scottish Mortgage from its wider peer group, what the fund’s overall cost is and how it breaks down.

This information is provided by Shares magazine which is...

Investment trusts | Tue, 29/03/2022 - 12:25

‘Investing in private and early-stage companies' – 1) Dan Coatsworth

Dan Coatsworth, AJ Bell Stock Market Analyst, explains why private equity might appeal to investors. As well as examples for UK retail investors looking for private equity exposure, risks to consider when investing and how private equity investment trusts have performed over 10 years.

Investment trusts | Fri, 18/03/2022 - 12:43

‘Investing in private and early-stage companies' – 2) Helen Steers

Helen Steers, Lead Manager at Pantheon International, talks about how Pantheon invests in the private equity space via funds and directly in companies.

Investment trusts | Fri, 18/03/2022 - 12:39

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