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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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