The advent of robo-advice and DIY investment websites has led to an increased focus on the cost of investing. Fund supermarkets have helped boost transparency around just how much investors are being charged to access funds and trusts. That, along with the rise of tracker funds, has put pressure on...
Tender offers are an unappreciated attraction to owning investment trusts. Investors – particularly institutional ones like asset managers or pension funds – like them because they provide comfort that they will be able to sell a stake in the trust without having to worry about market liquidity (...
Launched in 1891, City of London Investment Trust ( CTY ) has become one of the most popular investment trusts with investors seeking to run their own portfolios rather than use the services of financial advisers or wealth managers. It is easy to see why the trust appeals to so many investors, in...
On 29 August the Nasdaq composite, led by popular technology FANG stocks (Facebook, Amazon, Netflix and Google – officially called Alphabet) set a new record high, closing at 8,109.69. Year to date the index is up 15.7% compared to a 7.6% gain for the wider S&P 500. Add Apple and Microsoft to...
An investor on the hunt for dividends does not have to limit their search to the UK. The latest global dividend index from asset manager Janus Henderson shows global dividends surged 12.9% in the second quarter of 2018 reaching a record $497.4bn. Dividends hit new record levels in 12 countries,...
It wasn’t just the weather that was hot in July 2018 – according to data from Winterflood it was also the strongest month for investment trust fundraising so far in 2018 with nearly £1bn raised across the sector. More than half of this amount related to new investment trusts joining the stock...
Income-seeking investors should consider investment trusts to boost their income and capital returns, as new research shows an elite group of trusts yield up to 10% on a 10-year basis. A select group of investment trusts have been given ‘Dividend Hero’ status, denoting those that have generated...
Veteran emerging markets investor Mark Mobius is planning to launch Mobius Investment Trust, the first closed-end fund from his new Mobius Capital Markets venture, in September. Mobius sees opportunities in this space after a big sell-off linked to tensions over trade, an increase in US interest...
With a new sole portfolio manager in charge of the investment decisions and a discount that has narrowed from 15.7% at as 30 November to 6.3% at the time of writing, Shares believes this is an exciting time for shareholders in the BlackRock Throgmorton Trust ( THRG ) . Often overlooked, despite...
A REIT or real estate investment trust is a vehicle which owns, operates or finances income-generating property. The so-called REIT regime came into force in January 2007. By February of that year nine of the UK’s big listed property firms had converted to REIT status and more than a decade on, the...
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