magazine archive

magazine archive

Investment Trusts

Witan under pressure to improve performance

Thursday 18 Mar 2021

Global 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 2021

Investors 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 2021

Having 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 2021

There 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 2021

Investors 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 2021

Investment 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 2020

From 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 2020

Six 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?...

The investment trust that says ditch growth stocks and buy value

Thursday 08 Oct 2020

Growth has been all the rage with investors for the past decade but there could be change ahead. Henderson European Focus Trust ( HEFT ) says it is time to sell growth and buy value. Co-manager John Bennett believes inflation is coming which will drive a contraction of price to earnings (PE)...

Strong demand expected for new Buffettology trust

Thursday 01 Oct 2020

The brains behind two of the best performing UK equity funds in recent years is to launch its first investment trust, targeting smaller companies that look cheap and which have the right characteristics to grow for many years to come. Sanford DeLand-run Buffettology Smaller Companies Investment...