magazine archive


magazine archive

Investment Trusts

What to know if an investment trusts issues C shares

Thursday 26 Mar 2020

A little known share class called conversion, or ‘C’, shares recently had a moment in the sun when music rights investor Hipgnosis Songs Fund ( SONG ) issued them as a way to raise new cash. The investment trust, newly promoted to the FTSE 250, raised £231m in a C share issue so it could buy more...

Investment trust bargains created by the market sell-off

Thursday 12 Mar 2020

The global markets sell-off has more than doubled the average discount to net asset value on investment trusts, moving from 3.8% at the end of 2019 to 9.3% at the end of February, according to the AIC. That presents an opportunity for investors with an appetite for risk to consider buying trusts...

Dividend Hero investment trusts with the best and worst dividend growth

Thursday 05 Mar 2020

Investment trust ‘Dividend Heroes’ are those which have increased their dividends every year for at least 20 years in a row. Published by the Association of Investment Companies (AIC), this list reveals those closed-ended funds with the most formidable dividend growth records, although it doesn’t...

How fund managers look for reliable income

Thursday 05 Mar 2020

The quest for income is a challenging one in an environment of low interest rates but there are still plenty of assets which offer an attractive and reliable yield. In this article we take a look at where some of the experts are finding income opportunities. A DIVERSIFIED APPROACH TO FIXED INCOME...

Scottish Mortgage boss on big opportunities as shares hit record high

Thursday 27 Feb 2020

Shares in £9.6bn investment trust Scottish Mortgage ( SMT ) are trading at an all-time high of 659p, thanks in part to the soaring success of electric vehicle maker Tesla which is the largest holding in its portfolio. Tesla’s share price has gone up by 119% so far this year as investors react...

What’s the catch with investment trusts yielding above 5%?

Thursday 13 Feb 2020

Little is more satisfying in investing than receiving a dividend payment from one of your holdings and investment trusts have an excellent track record of delivering a regular stream of income. Some trusts offer very attractive yields too. According to industry body the Association of Investment...

New fund offers way to invest in global farmland

Thursday 09 Jan 2020

February 2020 should see the stock market debut of the UK’s first fund dedicated to agricultural assets around the world. The Global Sustainable Farmland Income Trust aims to raise up to $300m to buy and lease farmland in the US, Europe, Australia, New Zealand and Latin America. While investing in...

Revealed: our favourite biotech trust

Thursday 28 Nov 2019

The biotechnology sector has been in the doldrums relatively speaking over the last five years having under-performed the FTSE World index by 48% and the MSCI World HealthCare index by 39%. According to Bloomberg data the sector is trading on a one-year forward price-to-earnings (PE) multiple of...

Discover 34 outperforming investment trusts

Thursday 14 Nov 2019

Strong historical performance data doesn’t guarantee a fund will continue to do well in the future, so investors shouldn’t buy an investment trust solely based on how it has done in the past expecting similar returns in the future. However, past performance, particularly over the long term, is...

Investment trust underperformers named and shamed

Thursday 07 Nov 2019

Investment trust investors put money to work with an active fund. So if the fund fails to beat the market or its assigned benchmark, you’ll understandably feel aggrieved. The aim of active management is to outperform a benchmark and if the manager to which you entrust your hard earned savings fails...

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