magazine archive


magazine archive

Investment Trusts

The lesser known property stocks well worth your attention

Thursday 25 Nov 2021

For most people, the attraction of investing in real estate investments trusts, or REITs for short, is that they offer a stable and consistent stream of income. They are also a good way of getting exposure to real assets which in theory should behave differently to stocks and bonds, and provide...

How to put money into specific sectors with investment trusts

Thursday 18 Nov 2021

The simple option for investors these days is to choose a tracker fund which mirrors a certain part of the market. Therefore, actively managed funds really need to add value and deliver market-beating returns if they are to convince investors not to go for the easy option of a tracker fund. There...

The UK and global trusts beating the market

Thursday 11 Nov 2021

The simple option for investors these days is to choose a tracker fund which mirrors a certain part of the market. Therefore, actively managed funds really need to add value and deliver market-beating returns if they are to convince investors not to go for the easy option of a tracker fund. All...

Say yes to Scottish Investment Trust merger with JPMorgan

Thursday 04 Nov 2021

After more than 130 years, the board of the once-pioneering Scottish Investment Trust ( SCIN ) has decided it is to be subsumed into a rival global trust and will cease to be. The trust has suffered in recent years from poor performance and the board of directors has rightfully called for change...

New leader Kishida could herald new dawn for Japan

Thursday 28 Oct 2021

Japan’s stock market enjoyed a recent surge following the resignation of increasingly unpopular prime minister Yoshihide Suga. The Nikkei 225 index reaching a 31-year high in September as the whole Tokyo stock exchange cheered Suga’s departure. Japan bulls are hoping the arrival of new PM Fumio...

The Asian trust going places... but the market isn’t looking

Thursday 14 Oct 2021

Investors looking for anomalies in the investment trust space should cast an eye on one name in the Asian equity income space. In recent years, Aberdeen Asian Income ( AAIF ) has generally been the most unpopular of the five trusts in this sector based on how it has typically traded on the biggest...

City of London underperformance is a worry

Thursday 07 Oct 2021

C ity of London Investment Trust ( CTY ) has been a popular choice for investors over the years, but a period of underperformance versus the UK Equity Income investment trust sector average on a three and five-year basis is a worry. Typically investing in FTSE 100 companies, City of London has been...

Does it matter who owns the investment trust I want to buy?

Thursday 07 Oct 2021

I look at lots of different factors when I’m researching investment trusts and one that I’ve spotted recently is the percentage of the trust that’s owned by institutional investors. Does this hold any relevance? For example, if one trust had 20% held by an institutional investor and another had 80...

US trust stars earning their stripes

Thursday 30 Sep 2021

While the US equity market has had a stunning rally off the Covid lows, with many commentators seeing a bubble ready to pop, investors simply cannot afford to ignore what remains the world’s largest and most liquid stock market. For those retail investors that just don’t have the time to monitor...

Catch these star turn investment trusts on the way up

Thursday 23 Sep 2021

In the same way investors can make a mint by backing a mythical ‘10-bagger’ early doors, fund fanatics can make big gains by catching an investment trust on the way up, before it begins its rise through the market capitalisation ranks and potentially even joins the likes of Scottish Mortgage ( SMT...

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