magazine archive

magazine archive

Investment Trusts

Life after Mark Barnett – how his funds have changed under new managers

Thursday 26 Nov 2020

Six months since the departure of Mark Barnett from asset manager Invesco, two investment trusts previously run by the once-star fund manager have finally settled into their new homes. Investors are rightfully expecting better performance under the new managers, but what’s in store for them?...

The investment trust that says ditch growth stocks and buy value

Thursday 08 Oct 2020

Growth has been all the rage with investors for the past decade but there could be change ahead. Henderson European Focus Trust ( HEFT ) says it is time to sell growth and buy value. Co-manager John Bennett believes inflation is coming which will drive a contraction of price to earnings (PE)...

Strong demand expected for new Buffettology trust

Thursday 01 Oct 2020

The brains behind two of the best performing UK equity funds in recent years is to launch its first investment trust, targeting smaller companies that look cheap and which have the right characteristics to grow for many years to come. Sanford DeLand-run Buffettology Smaller Companies Investment...

New-look Witan moves away from cyclical firms

Thursday 24 Sep 2020

After enduring a tough period through the Covid-19 crisis, investment trust Witan ( WTAN ) has rung the changes. At first glance it looks like the trust has moved away from value investing and towards growth. We talked to investment director James Hart to discuss why this isn’t necessarily the case...

High yielding trusts: are the rewards worth the risks?

Thursday 17 Sep 2020

Many investment trusts offer high yields which might tempt some investors in the current environment. But are they more trouble than they’re worth? Some may be worth pursuing, while others can have complex investment models and come with underappreciated risks. HOW MUCH CAN YOU GET? Data from the...

Flying the flag for best-in-class UK companies

Thursday 17 Sep 2020

The UK market remains unloved with many investors believing it to be full of old economy businesses and lacking growth. While that criticism is fair on a select basis, applying such an opinion to the whole of the market would mean missing out on some good companies. Asset manager Tellworth is...

Finding alternative sources of income in retirement

Thursday 10 Sep 2020

Investors in retirement looking for reliable income have been frustrated with large parts of the equity market in 2020 as companies defer, cancel or reduce dividend payments. This could have created a shortfall in their precious income, causing them to look at other asset classes in the search for...

Investment trusts pull lockdown borrowing levers

Thursday 13 Aug 2020

Investors are understandably preoccupied with the ongoing Covid-19 pandemic and what a potential second wave and lockdown return might mean for the economy and individual savings and investments. On 6 August the Bank of England said the economic shock triggered by the coronavirus crisis will be...

Investment trusts with the lowest charges

Thursday 06 Aug 2020

Low-cost tracker funds including exchange-traded funds have been grabbing ever more market share as investors demand value for money, but there are now an increasing number of active funds, especially investment trusts, competing on price. When talking about fund pricing, the ongoing charges figure...

The investment trusts trading at larger than usual discounts and premiums

Thursday 23 Jul 2020

Like all parts of the market the investment trusts space has been shaken up by coronavirus. As share prices and valuations have begun to settle back into place, many trusts have been left at wider and narrower than usual premiums and discounts to net asset value (NAV). In this article Shares has...