magazine archive
magazine archive
Investment Trusts
Finding alternative sources of income in retirement
Thursday 10 Sep 2020Investors 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 2020Investors 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 2020Low-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 2020Like 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...
The great misconception about investment trust revenue reserves
Thursday 16 Jul 2020Revenue reserves are often touted as a major advantage of owning investment trusts over traditional funds (also called open-ended funds). However, there can be some misunderstanding over how this feature works, which we will now explain. Investment trusts (also called closed-ended funds) are...
Growing concerns about renewable energy funds
Thursday 09 Jul 2020Renewable energy looks to be one of the areas set to receive the greatest amount of investment over the next 10 to 20 years. However, some market commentators have argued it’s a sector not worth backing. A hard-hitting research note at the start of the year from JP Morgan claimed renewable energy...
Why Scottish Mortgage won’t go the way of Woodford
Thursday 02 Jul 2020Shareholders in FTSE 100 member Scottish Mortgage ( SMT ) have just voted in favour of the popular investment trust increasing the maximum percentage of privately-owned businesses in its portfolio from 25% to 30%. This is an important development for the trust for several reasons, one of which is...
Why investment trusts are reconsidering their dividend policies
Thursday 18 Jun 2020Since the onset of the Covid-19 pandemic, dividend investors have had a rough old time of it. Quoted company after quoted company has cut or cancelled the shareholder reward. Against this backdrop the investment trust sector has acted as a partial safe haven. Income seekers have long been attracted...
Which trusts can weather the dividend cuts storm?
Thursday 23 Apr 2020With UK companies suspending dividends left, right and centre, times are tough for income investors. One possible solution is to look to investment trusts. Many are sitting on significant revenue reserves which they can draw on during ‘rainy days’ to supplement their revenue and maintain dividends...
Infrastructure trusts have been a saviour to investors
Thursday 09 Apr 2020Amid all the gloom and falling markets as a result of the coronavirus pandemic, at least one area of investment seems to be holding up relatively well. Mostly seeing smaller declines than the market year-to-date and maintaining their dividends, renewable energy infrastructure investment trusts will...