Investment trusts


‘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

'How to invest in Europe' – 1) Dan Coatsworth

Dan Coatsworth, Editor of Shares Magazine, provides an overview of investing in Europe. He covers which indices to look at when trying to assess what's happening in European markets, and some interesting statistics for the best-performing funds over the last three, five and 10 years.

Investment trusts, Webinar | Mon, 26/07/2021 - 15:30

'How to invest in Europe' – 2) Stephen Paice

Stephen Paice, Head of European Equities at Baillie Gifford European Growth Trust talks about investing in Europe and the company's core beliefs.

Please note, following technical issues on the recording of this webinar we unfortunately experienced some sound issues. We have tried our...

Investment trusts, Webinar | Mon, 26/07/2021 - 15:26

'How to invest in Europe' – 3) Stefan Gries

Stefan Gries, Co-manager, BlackRock Greater Europe Investment Trust – explains their investment philosophy and touches on the opportunities they are seeing in the European market.

Investment trusts, Webinar | Mon, 26/07/2021 - 15:24

Breaking the Mould – AstraZeneca full-year results

Russ Mould, AJ Bell's Investment Director discusses AstraZeneca, due to report their full-year results on 11 February.

Investment trusts, Shares and the stockmarket | Thu, 04/02/2021 - 17:56

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