magazine archive


magazine archive

Investment Trusts

What makes Polar Capital Technology Trust tick?

Thursday 30 Jun 2022

This year has been ugly for technology investors. The challenges facing equity markets have combined to form one of biggest headwinds to investment returns for decades, including inflation soaring to levels not seen in decades. The feeling that things will get worse before they improve continues to...

Preparing for a wave of value write-downs in the private equity trust universe

Thursday 30 Jun 2022

Private equity investors have been put on warning after press reports last month that privately-owned BNPL (buy now, pay later) specialist Klarna was seeking to raise fresh capital at a steep discount to its previous valuation. This has raised the question of whether private equity valuations need...

Where next for Scottish Mortgage as trust managers face up to investors

Thursday 23 Jun 2022

With hundreds of investors granted the opportunity to ask questions in person to Scottish Mortgage’s (SMT) fund managers at an event in London, you might have expected some angry audience members given the investment trust’s share price at 676.2p has fallen 56% since peaking in November 2021...

This trust sees big gains ahead assuming it can repair and revive famous UK companies

Thursday 09 Jun 2022

The idea of owning a portfolio of companies that have gone off track may not appeal to every investor. There are high risks because the underlying companies need to be fixed before they can grow. Yet the rewards could be equally high if this repair and revive strategy works, and that’s where...

How investment trust boards can add value for shareholders

Thursday 19 May 2022

Aunique advantage of investment trusts versus other types of funds are their independent boards of directors which offer additional oversight for investors and have a legal responsibility to protect shareholders’ interests. The role of the board is both vital and varied. It ranges from scrutinising...

Investment trusts versus funds: how do they differ and what are their pros and cons?

Thursday 12 May 2022

The UK’s investment trust industry can chart its history back more than 150 years, when Queen Victoria sat on the throne. But it has been eclipsed by unit trusts, which are a relatively new kid on the block, having been introduced in the UK in 1931. There’s currently around £270 billion held in UK...

This little known investment trust has turned £5 million into £740 million

Thursday 05 May 2022

Despite having generated more than three times the return of the FTSE All-Share index over the past 10 years (304% versus 100% respectively), North Atlantic Smaller Companies Investment Trust (NAS) remains under the radar of most investors. Those already owning the shares are rarely willing sellers...

Discover the best and worst performing investment trusts so far in 2022

Thursday 21 Apr 2022

Rising interest rates since the turn of the year, runaway inflation and Russia’s shocking invasion of Ukraine have shaken the investment kaleidoscope in 2022 and forced many investors to reposition portfolios for an increasingly uncertain world. This is reflected in developments in the investment...

Investment trusts with more than 10% of their portfolio in private companies

Thursday 31 Mar 2022

Numerous investment trusts in recent years have asked shareholders permission to increase their exposure to companies which do not trade on a stock market, known as unquoted or unlisted. Primarily, this is because companies are staying private for longer and this change in investment policy allows...

Find out why these investment trusts are on sale now

Thursday 31 Mar 2022

The year so far has seen significant volatility for global stock markets driven by concerns over red-hot inflation, the impact on share prices of rising interest rates and war in Ukraine. Crunching the latest data from Winterflood Investment Trusts, Shares has spotted that discounts to net asset...

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