magazine archive
magazine archive
Investment Trusts
How the ‘Heineken Index’ can refresh your returns
Thursday 10 Jun 2021Since the Covid bottom in March 2020, London’s FTSE 100 has rebounded by 36% to 7,061.78 points, but the FTSE 250 has rallied an even more impressive 67.8% to 22,813.47 and this index of ‘second liners’ is testing new highs. Mid cap companies are attractive to investors for a variety of reasons;...
Flexible investment trusts can protect you against inflation
Thursday 03 Jun 2021Moving up and down is hard-wired into the stock market but 2021 has, so far, been particularly volatile. Year-to-date the UK’s benchmark FTSE 100 index has on four occasions slumped around 2.5% in a single day, while twice ripping higher by similar-sized advances. Moves of more than 1% in either...
How to analyse property-focused investment trusts, aka REITs
Thursday 20 May 2021Real estate investment trusts, or REITs for short, launched in the UK in 2007 and there are now more than 50 of these vehicles listed on the London Stock Exchange. In effect a REIT looks to replicate the experience of holding property directly for an investor. The average person can only afford to...
Exciting unquoted companies on offer through investment trusts
Thursday 06 May 2021The problem many investors have with IPOs (initial public offerings) is that much of the big value creation has already been had as a private company. Take THG ( THG ) , for example, a stock investors piled into in their thousands once it hit public markets. Launched in 2004 by founder Matthew...
The next generation of Scottish Mortgage stars
Thursday 29 Apr 2021After the roaring success of investment trust Scottish Mortgage ( SMT ) in 2020, fueled by the rocketing share prices of firms such as Tesla and Amazon, investors are wondering two things: has the good money already been made in the trust, and where are the next generation of winners going to come...
Follow Nick Train and buy quality ‘plodders’ while they’re on sale
Thursday 22 Apr 2021For investors in quality growth companies, the first quarter of 2021 has been one of mixed fortunes. Some stocks have performed well, but many have drifted as investors have chased the rally in cheaper, more cyclically exposed stocks which fall under the value umbrella. Whether the rally in value...
Witan under pressure to improve performance
Thursday 18 Mar 2021Global 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 2021Investors 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 2021Having 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 2021There 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...