magazine archive


magazine archive

Investment Trusts

Exciting unquoted companies on offer through investment trusts

Thursday 06 May 2021

The 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 2021

After 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 2021

For 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 2021

Global 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 2021

Investors 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 2021

Having 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 2021

There 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...

Growth trusts are still performing well despite the value rally

Thursday 28 Jan 2021

Investors need not be too worried about what the rotation into value could mean for some of the most popular investment trusts geared towards growth names. Some of the trusts that invest almost exclusively in growth names are still delivering a decent performance, showing there are some good fund...

The income and renewable funds going cheap

Thursday 14 Jan 2021

Investment trusts differ from other types of fund as they can trade at a discount or premium to the value of their underlying assets. This can present interesting opportunities, particularly when trusts are trading at larger than usual discounts to net asset value ( NAV ). To offer insights into...

Best performing investment trusts in 2020

Thursday 17 Dec 2020

From a human standpoint, 2020 has proved a shocker of a year, with the unforeseen pandemic wreaking havoc on health and the associated lockdowns precipitating a global economic downturn that may take years to battle back from. Yet paradoxically, 2020 has been anything but negative from a markets...

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