magazine archive
magazine archive
Investment Trusts
Best performing investment trusts in 2021
Thursday 16 Dec 2021In the end 2021 proved a rewarding year for stock markets as vaccines were rolled out and economies began to recover from the worst ravages of the pandemic. In the early part of the year, growth was shunned for value before bouncing back into fashion as the year progressed. On the whole, this was a...
Fundsmith success: Smithson doubles in value in three years
Thursday 09 Dec 2021Investors who backed Fundsmith’s investment trust Smithson ( SSON ) at launch October 2018 have now doubled their money. Their faith in the Fundsmith investment process has been vindicated, and proof they were right to put their money with Smithson despite it being run by a fund manager (Simon...
The lesser known property stocks well worth your attention
Thursday 25 Nov 2021For most people, the attraction of investing in real estate investments trusts, or REITs for short, is that they offer a stable and consistent stream of income. They are also a good way of getting exposure to real assets which in theory should behave differently to stocks and bonds, and provide...
How to put money into specific sectors with investment trusts
Thursday 18 Nov 2021The simple option for investors these days is to choose a tracker fund which mirrors a certain part of the market. Therefore, actively managed funds really need to add value and deliver market-beating returns if they are to convince investors not to go for the easy option of a tracker fund. There...
The UK and global trusts beating the market
Thursday 11 Nov 2021The simple option for investors these days is to choose a tracker fund which mirrors a certain part of the market. Therefore, actively managed funds really need to add value and deliver market-beating returns if they are to convince investors not to go for the easy option of a tracker fund. All...
Say yes to Scottish Investment Trust merger with JPMorgan
Thursday 04 Nov 2021After more than 130 years, the board of the once-pioneering Scottish Investment Trust ( SCIN ) has decided it is to be subsumed into a rival global trust and will cease to be. The trust has suffered in recent years from poor performance and the board of directors has rightfully called for change...
New leader Kishida could herald new dawn for Japan
Thursday 28 Oct 2021Japan’s stock market enjoyed a recent surge following the resignation of increasingly unpopular prime minister Yoshihide Suga. The Nikkei 225 index reaching a 31-year high in September as the whole Tokyo stock exchange cheered Suga’s departure. Japan bulls are hoping the arrival of new PM Fumio...
The Asian trust going places... but the market isn’t looking
Thursday 14 Oct 2021Investors looking for anomalies in the investment trust space should cast an eye on one name in the Asian equity income space. In recent years, Aberdeen Asian Income ( AAIF ) has generally been the most unpopular of the five trusts in this sector based on how it has typically traded on the biggest...
City of London underperformance is a worry
Thursday 07 Oct 2021C ity of London Investment Trust ( CTY ) has been a popular choice for investors over the years, but a period of underperformance versus the UK Equity Income investment trust sector average on a three and five-year basis is a worry. Typically investing in FTSE 100 companies, City of London has been...
Does it matter who owns the investment trust I want to buy?
Thursday 07 Oct 2021I look at lots of different factors when I’m researching investment trusts and one that I’ve spotted recently is the percentage of the trust that’s owned by institutional investors. Does this hold any relevance? For example, if one trust had 20% held by an institutional investor and another had 80...