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February 13, 2016 - Latest:

Alliance Trust chair Forseke steps down

27 November 2015

Alliance Trust chairman Karin Forseke has announced she will step down from the board in January.   The announcement comes just two months after the 127-year old investment trust announced [...]

Fidelity cuts fees for Asian Values investment trust

24 July 2015

Investors in Fidelity Asian Values investment trust will benefit from lower fees from 1 August.   It will be replacing the flat-rate annual management charge (AMC) of 1% a year [...]

Sell Woodford Patient Capital says broker Stifel. But will you get the fund at a better price in future asks Axa Wealth

23 June 2015

Investment bank and broker Stifel has put a sell signal on Woodford Patient Capital due the fund trading at a 13% premium to its Net Asset Value. But Axa Wealth [...]

Is the UK All Companies sector a buying opportunity?

28 April 2015

The AIC UK All Companies sector is underperforming the investment company average over one year, but has seen compelling longer term performance. Here the experts share their views on the [...]

Neil Woodford to launch £200m investment trust backing start-ups

6 February 2015

Veteran fund manager Neil Woodford is to raise £200 million through a new investment trust that will invest in start-up businesses.   The Woodford Patient Capital Trust will be run [...]

100 year old investment trusts – the 10 that have increased their dividends for at least 30 years

16 July 2014

As the centenary of the Great War approaches, the Association of Investment Companies (AIC) has taken a look at the investment companies that have been around for a hundred years [...]

Neil Woodford reveals new fund’s top 10 stock picks

7 July 2014

Former Invesco Perpetual star fund manager Neil Woodford has revealed the top 10 holdings in his new fund with his old picks AstraZeneca and GlaxoSmithKline both present. Woodford Investment Management’s [...]

Investment trust round up: Monks a little off the boil

14 June 2014

Investment journalist Cherry Reynard reports on the week in investment trusts. The investment industry lost one of its top smaller companies managers this week after it was announced that Unicorn’s [...]

Investment trust round up: Mark Barnett performs well with PIGIT. Charges cut on Mobius’ Templeton Emerging Markets.

6 June 2014

A drop in management fees, change in mandate and new manager characterised an otherwise relatively quiet week for investment trusts. All provided a good indication that despite benign markets, investments [...]

Investment Trust weekly round up: Terry Smith’s new emerging equities trust

30 May 2014

Investment journalist Cherry Reynard takes her weekly look at the investment trust landscape. Terry Smith unveiled his new investment trust this week. The FundSmith Emerging Equities trust will invest in [...]

Investment trust round up: Standard Life UK and Dunedin Smaller Companies win out for ten year consistency

24 May 2014

Investment journalist Cherry Reynard discusses this week’s events in the investment trust market. The AIC published its list of the most consistent investment trusts this week, based on the number [...]

Investment trust round up: Mark Barnett’s Keystone continues strong performance

16 May 2014

New investment trust launches have been rare this year, but where fund managers have sought to raise cash it has generally been for funds focused on income or alternatives writes [...]

Investment trusts – fertile ground for income seekers after all?

9 May 2014

Despite a number of interest parties raising concern that investment trusts are no longer a fertile stomping ground for income seekers, research released this week by Oriel Securities showed that [...]

The 16 highest yielding investment trusts with yields at or above 4 per cent

7 May 2014

Oriel Securities has issued an analyst’s note listing the 16 highest yielding investment trusts. The notes says: “With interest rates continuing at exceptionally low levels, many investors continue to seek higher [...]

Investment trust weekly round up – Mid Wynd’s unexpected change of management. Adviser pick: JPMorgan European Smaller Companies fund

2 May 2014

The Mid Wynd International investment announced an unexpected change of management this week writes investment journalist Cherry Reynard. The trust had been run by Baillie Gifford’s Michael MacPhee for 15 [...]

Investment trusts and unit trusts – ten big differences

29 April 2014

Hargreaves Lansdown has put out a comparison of investment trusts versus unit trusts to mark the launch of its new investment trust research website. The site is available at [...]

Investment trust weekly round up – modernisation on the cards as trusts cut charges

4 April 2014

The investment trust industry has frequently been accused of needing to modernise. This week, there were increasing signs that it is taking that message on board, with funds dropping fees [...]

Are emerging market investment trust discounts a buying opportunity? Three trust managers discuss the sector

3 April 2014

Emerging markets have proved to be an out of favour sector in the past year, but the average Global Emerging Markets investment company is up 257% over ten years. The [...]

Mindful Money’s new investment trust weekly report

28 March 2014

Financial journalist Cherry Reynard brings the first weekly report on the investment trust market, with a featured trust, a look at what the experts are saying and an expert pick. [...]

Oxford Technology VCT and Oxford Technology 3 VCT – AIC issues guide for investors

20 March 2014

The Association of Investment Companies has issued a guide considering the implications of the announcement of the withdrawal of VCT approval of Oxford Technology VCT and Oxford Technology 3 VCT [...]

Investment trusts urged to take advantage of trading at a premium to set out clear buy back policies

13 March 2014

With investment trust discounts at historic lows, a leading analyst says it is still difficult to tell if this is a structural shift due to changes in regulation or cyclical [...]

Despite the strife, investment trust managers still backing Russia as a long term play

7 March 2014

The ongoing issues in Ukraine and Russia are causing volatility for markets and investors are considering their next move. The Association of Investment Companies (AIC) has collated comments from fund [...]

Investment trusts – Cautious and adventurous Isa picks – investment advisers give their views

5 March 2014

The Association of Investment Companies (AIC) has collated cautious and adventurous investment company ISA recommendations for this year’s Isa season. We collate their views below. The AIC spoke to Jason Hollands, [...]

Hargreaves Lansdown changes its mind about making clients pay a separate fee for holding investment trusts.

5 February 2014

Hargreaves Lansdown has dropped plans to charge clients separately for their investment trust holdings. The trust move has proved to be the most controversial aspect of its repricing plans with investor [...]

Abenomics and Japanese equities: Investment trust managers remain upbeat

16 January 2014

Japan’s ‘Abenonics’ economic reform programme remains on track with investment trust managers upbeat about the prospects for Japanese companies. With Japan and Japanese Smaller Companies sectors dominating the investment company [...]

Investment trusts up 16% on average in year to November 30th. Macau Property Opportunities posts 85% gain

9 December 2013

Investment trusts have delivered an average of 16% over the past 12 months to the end of November with the best return coming from the admittedly highly specialist Macau Property [...]

How to invest in infrastructure

4 December 2013

The Government is set to reveal around £375m of infrastructure investment in the next three years with insurers putting up £75m in the next three years as Reuters reports this [...]

Investment trusts – time to spread the word?

16 October 2013

UK advertising giants urged to spin off their internet arms to create world beating businesses

15 October 2013

UK advertising giants such as WPP should spin off their internet advertising businesses to create separate world beating companies says Walter Price, manager of the £120m RCM Technology Trust. The [...]

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