magazine archive

Investment Trusts

Do capital preservation funds perform as planned?

Thursday 15 Nov 2018

Volatility returned to equity markets during October and this recent market setback provides an opportunity to reappraise the merits of trusts that prioritise the avoidance of capital loss. Capital preservation funds are collectives with a strong track record of helping investors avoid large losses...

Can retail investors bag a unicorn?

Thursday 15 Nov 2018

Investors often hear about high growth private companies, but can’t access a piece of the investment. So-called Unicorns, start-up companies that have reached a valuation of $1bn or more, have become more commonplace in recent years. Big names such as taxi-app Uber, accommodation website Airbnb and...

The investment trusts borrowing money to buy on share price weakness

Thursday 08 Nov 2018

Market corrections are often seen by retail and professional investors as an opportunity to acquire quality stocks at a bargain price. Investment trusts have considerable flexibility to take advantage of these situations because they can borrow money to invest, creating a larger pool from which to...

Don’t hang around: snap up these investment trusts while they are going cheap

Thursday 01 Nov 2018

Market corrections are often opportunities to bag quality assets at knockdown prices and this applies just as much to investment trusts as it does to individual stocks. Helpfully there is an easy way of telling when a trust might have reached a bargain level. A quick look at the industry body...

Fund manager Mark Barnett offers an antidote to UK investment blues

Thursday 25 Oct 2018

For investors feeling a little jaded after a trying year for UK equities, Mark Barnett provides some welcome optimism for value hunters. The Invesco fund manager who runs both Perpetual Income & Growth Investment Trust ( PLI ) and Edinburgh Investment Trust ( EDIN ) sees plenty of opportunity...

Exploring alternative assets to generate more than 4% dividend yield

Thursday 18 Oct 2018

It is testament to the flexibility of investment trusts that they can offer exposure to such a diverse collection of potential investments. Beyond the standard form of listed companies they offer more niche interests which span from private equity to wind farms and even loans to shipping companies...

Grab a 6% dividend yield with secured lender Hadrian's Wall

Thursday 11 Oct 2018

Imagine a bank or building society with a poster in the window offering a savings account that pays 6% annual interest. It would be quite feasible to expect queues down the road as the general public seizes the opportunity to get a much better return on their money than has been the norm over the...

The pros and cons of investing in Fundsmith’s new Smithson investment trust

Thursday 27 Sep 2018

Investors who have made a mint from Fundsmith Equity (B41YBW7) are now deciding whether to back a new fund from the same asset manager, to be called Smithson Investment Trust. The prospectus has shed some more light on the strategy and potential investments, meaning we now have a much better idea...

Why investing in healthcare through REITs could be a smart move

Thursday 27 Sep 2018

The healthcare sector is an interesting investment opportunity. People inevitably need some medical guidance in their life, whether it is visiting a GP surgery, hospital or receiving support in a care home and an ageing population is increasing demand for these services. One way to gain exposure is...

Is it ever worth paying higher fees for investment trusts?

Thursday 20 Sep 2018

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...

Important information:

These articles are provided by Shares magazine which is published by AJ Bell Media, a part of AJ Bell. Shares is not written by AJ Bell Youinvest.

Shares is provided for your general information and use and is not a personal recommendation to invest. It is not intended to be relied upon by you in making or not making any investment decisions. The investments referred to in these articles will not be suitable for all investors. If in doubt please seek appropriate independent financial advice.

Investors acting on the information in these articles do so at their own risk and AJ Bell Media and its staff do not accept liability for losses suffered by investors as a result of their investment decisions.

The Shares team

The value of your investments can go down as well as up and you may get back less than you originally invested. We don't offer advice, so it's important you understand the risks, if you're unsure please consult a suitably qualified financial adviser. Tax treatment depends on your individual circumstances and rules may change. Past performance is not a guide to future performance and some investments need to be held for the long term.