Investment trusts


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

‘Investing in private and early-stage companies' – 3) Douglas Brodie

Douglas Brodie, Fund Manager at Baillie Gifford, discusses how Edinburgh Worldwide Investment Trust manages a portfolio featuring a mixture of private and public equities.

Investment trusts | Fri, 18/03/2022 - 12:35

Fidelity European Trust PLC - Sam Morse, Lead Portfolio Manager & Marcel Stötzel, Co-Portfolio Manager

Sam Morse, Lead Portfolio Manager and Marcel Stötzel, Co-Portfolio Manager at Fidelity European Trust PLC, discuss their roles within the fund, the funds’ investment process and how this differentiates it from its wider peer group. They also talk us through generating ideas for the fund and how...

Investment trusts | Tue, 08/03/2022 - 17:22

Invesco Asia Trust plc - Fiona Yang, Co-Manager

Fiona Yang, Co-Manager at Invesco Asia Trust plc, describes the trust’s investment process and shares examples of how they invest in diversified portfolios in Asian and Australasian companies, how the trust coped with the challenges of covid restrictions and what the outlook for the region is in...

Investment trusts | Mon, 07/03/2022 - 15:12

Fidelity Special Values PLC - Alex Wright, Portfolio Manager

Alex Wright, Portfolio Manager at Fidelity Special Values, discusses the fund’s investment process, how this differentiates it from its wider peer group, and how it has performed over the last 5 years.

This information is provided by Shares magazine which is published by AJ Bell Media, a...

Investment trusts | Thu, 24/02/2022 - 13:16

Fidelity China Special Situations - Dale Nicholls, Portfolio Manager

Dale Nicholls, Portfolio Manager at Fidelity China Special Situations, describes the fund’s investment process and how this differentiates it from its wider peer group, how ideas are generated, and how it has performed over the last 5 years.

This information is provided by Shares...

Investment trusts | Fri, 18/02/2022 - 15:08

Securities Trust of Scotland - James Harries, Manager

James Harries, Manager at Securities Trust of Scotland, discusses his background and role, the funds’ investment objectives, and talks us through how he generates fund ideas and what he considers a typical holding period would be.

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

Investment trusts | Fri, 28/01/2022 - 14:56

Mobius Investment Trust - why the fund manager likes India and his outlook for 2022

AJ Bell Stock Market Analyst Dan Coatsworth talks to Carlos Hardenberg, Fund Manager at Mobius Investment Trust, about the trust’s performance and how it differs to other investment companies in emerging markets.

More with Carlos Hardenberg,...

Investment trusts | Thu, 25/11/2021 - 15:38

Mobius Investment Trust - navigating China's regulatory crackdown

Carlos Hardenberg, Fund Manager at Mobius Investment Trust, talks to AJ Bell Stock Market Analyst Dan Coatsworth about regulatory pressures on Chinese companies this year.

More with Carlos Hardenberg,...

Investment trusts | Thu, 25/11/2021 - 15:35

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