magazine archive
magazine archive
Investment Trusts
Bankers Investment Trust: will a shift towards value help revive performance?
Thursday 04 May 2023After indifferent recent performance, Bankers Investment Trust’s (BNKR) Alex Crooke explains the shift towards a more value-focused strategy for the trust. The slight change of approach has not altered the long-term target to achieve capital gains better than those of the FTSE World index as well...
China investment trust shares fall as fears grow over pace of economic recovery
Thursday 27 Apr 2023Shares in China-related investment trusts have fallen after a late 2022 rally amid fears the country’s economic recovery is uneven. While first quarter GDP jumped by a better than expected 4.5%, there are concerns the pace of growth may now slow. Markets immediately priced in a stronger economic...
Scottish Mortgage striving to convince investors on its long-term future after a bruising period
Thursday 06 Apr 2023The managers of Scottish Mortgage Trust (SMT) Tom Slater and Lawrence Burns are in full blown apology mode after a recent boardroom spat which saw its chair of 14 years Fiona McBain step down (21 March) with senior independent director Justin Dowley taking over. ‘We are very sorry to the...
The sleep at night portfolio: 5 investment trusts to put your worries to rest
Thursday 30 Mar 2023Every sensible portfolio should ideally consist of a bedrock of investments which provide diversified access to steady growth, capital protection and income. This is relevant not just during challenging periods but most of the time. Just as solid foundations are essential for a safe building, they...
A big opportunity to buy renewable energy trusts at an attractive discount
Thursday 30 Mar 2023Despite recent record power prices, renewable energy-focused investment trusts are now largely trading at material discounts to net asset value. That’s created some good buying opportunities in this space, particularly as many of the trusts have historically traded at a premium. Over the long term...
Investment trust bargains: 3 stocks to buy now
Thursday 19 Jan 2023Optimism that the UK economy may not be as weak as once feared has lifted numerous UK stocks so far in 2023. Yet many investment trusts continue to trade at wide discounts to their net asset values – both relating to UK stocks and overseas ones. It means their share prices are worth less than the...
Discover the investment trusts which have outperformed in a big way in 2022
Thursday 22 Dec 2022Achieving decent returns has been difficult in 2022 as shareholders in many investment trusts have found to their cost. According to data from the Association of Investment Companies, the average one-year share price total return from all trusts (excluding venture capital trusts) is -13.7%. However...
After a tricky year why would investors buy a tech fund now?
Thursday 08 Dec 2022Few portfolio managers have escaped the global stock market sell-off, but tech has been plagued more than most. For example, the Nasdaq index, often used as a barometer of the sector’s health, is down 27% this year, compared to a 14% decline for the S&P 500. The reason to still invest in this...
Heard about the dividend heroes? Meet the next generation of income superstars
Thursday 20 Oct 2022During volatile market conditions and high inflation, investors are looking for ways to protect their income. Investment trusts have an income advantage which is particularly important for seekers of rising payouts. This is because they are able to hold back up to 15% of the income they receive...
SAINTS: the Baillie Gifford trust which has performed best in 2022
Thursday 06 Oct 2022The Scottish American Investment Trust (SAIN) or ‘SAINTS’, has been managed by Baillie Gifford since 2004 and is focused on delivering real dividend growth by increasing capital and growing income. Notably over the last 12 months it has performed better than other trusts in the asset manager’s...