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Where am I? Home breadcrumbs arrow image Feature breadcrumbs arrow image Investment Trusts

INVESTMENT TRUSTS FEATURE

Fees of the future

Investment Week | 27 Jan 2012

James Budden, marketing director at Baillie Gifford, explains the cost benefits of global growth investment trusts.

feesmontage
19c

What can we learn from 19th century investors?

Gervais Williams, managing director at MAM Funds, examines the fund ‘dinosaur’ of investment trusts and the lessons that can still be learned from the past.

Investment Week | 02 Dec 2011

juniorisa

How investment trusts can support Junior ISAs

Stephen Peters, investment trust analyst at Charles Stanley, discusses why investors should consider closed-ended funds when opening junior ISAs.

Investment Week | 21 Nov 2011

MORE INVESTMENT TRUSTS FEATURE

challis-grant-cutout

Why premiums are just as crucial as discounts

Grant Challis, partner of Frostrow Capital, explains why boards trading at a premium should be managing share price volatility.

Investment Week | 04 Nov 2011

future-ctf

Why closed-ended funds could aid saving for children

The effect of fund charges over the long term make closed-ended trusts an attractive option for a child’s investment, writes F&C’s Ed Morse.

Investment Week | 10 Oct 2011

investment

The case for investment trusts

James Budden, head of investment trusts at Baillie Gifford, explains why advisers should consider the virtues of investment trusts. Lawrence Gosling reports.

Investment Week | 10 Oct 2011

young-hugh2-cutout

Hugh Young: How my open-ended funds help me run ITs

Aberdeen’s Hugh Young and his Asian equities team run seven UK-listed investment trusts, both pan-Asian and single country strategies, which have combined assets under management of £1.6bn.

Investment Week | 10 Oct 2011

highlights

Why post-RDR investment trust take-up not a done deal

Jane Wallace talks to David Barron, head of investment trusts at J.P. Morgan Asset Management, about the future growth prospects for the sector in the wake of RDR.

Investment Week | 08 Oct 2011

walker

Bearish Walker snaps up dividend- paying mega caps in trust revamp

Martin Currie’s US manager Tom Walker has been snapping up income stocks after converting his Global Portfolio trust into a global offering.

Investment Week | 03 Oct 2011

audit skeptic

Investment trusts 101

Ever wondered how an investment trust discount works? Or what a split cap trust is? Kyle Caldwell runs through a glossary of all the key terms you need to know.

Investment Week | 26 Sep 2011

morse-ed-cutout

How to invest in investment trusts

Ed Morse, head of investment trust business development at the F&C Group, provides all the tools you need to invest in these products.

Investment Week | 26 Sep 2011

good

How to choose an investment trust

With over 400 investment trusts available to investors, how do you pick the best one for your clients? Stephen Peters, investment trust analyst at Charles Stanley, offers his tips.

Investment Week | 26 Sep 2011

brodie-smith-annabel

The top trusts for income

Annabel Brodie-Smith, communications director of the Association of Investment Companies, says the ability to retain dividends is a key benefit of the investment trust structure.

Investment Week | 26 Sep 2011

shadows1

Has the time arrived for investment trusts?

Cherry Reynard outlines the key differences between investment trusts and open-ended funds and asks what is behind the recent resurgence in the sector?

Investment Week | 26 Sep 2011

academic-tags-0411

Funds at a knocked-down price

The battle between investment trusts and OEICs is long standing, but when it comes to cost, one side comes out on top, writes Kyle Caldwell.

Investment Week | 26 Sep 2011

« Previous Next »

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HAVE YOUR SAY

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The Big Question

This week: Are hopes of a US recovery overblown?

JOB OF THE WEEK

Latest jobs

MONEYHELPLINE.COM: Life As

09 Feb 2012

Basic salary up to £22,000 + £5,000 OTE to reall

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07 Feb 2012

£25k - £30k + Excellent Bonus: Drew Chapman Sea

IPS GROUP: Systems Tester

07 Feb 2012

£18000 - £20000 per annum + pro rata: IPS Group

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EDITOR'S CHOICE

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View from the Bridge: Investment biker

Being a long time motorbiker, I am very conscious of the ever present threat that comes from being unaware of what is in front of you.

Jupiter tops Alpha Manager provider list

Jupiter Unit Trust Managers employs the most FE Alpha Managers with 12 on the newly revealed list for 2012.

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Gosling's Grouse: Baying for blood

When a phlebotomist sticks a needle in a vein you pay attention. He or she has you just where they want you.

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FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

EVENTS

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21 Feb 2012 - 29 Feb 2012

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Senate Spring Investment Conference

06 Mar 2012 - 09 Mar 2012

Mount Nelson Hotel

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Absolute Returns Focus 2012

13 Mar 2012 - 13 Mar 2012

The Cumberland Great Cumberland Place, London W1H 7DL

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Legal Week Mourant Ozannes Funds Litigation Forum

27 Mar 2012 - 27 Mar 2012

200 Aldersgate, London EC1

More events
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