Investment Trusts

Broker Oriel Securities has compiled a ten strong list of investment trusts trading on discounts which are too attractive to ignore, while also naming ten companies which are too expensive to own.

In the wake of the financial crisis, Invesco's Ciaran Mallon adopted a new mantra: invest in quality. Here, he explains what to look for in a company and highlights some outstanding examples in his Income Growth Trust

Ed Morse, head of investment trust business development at F&C Investments, examines the charging structures of closed and open-ended funds and asks which offers more value for money

A recent change in tax rules could lead investors to view closed-ended funds in a fresh light, writes Stephen Peters, senior investment trust analyst at Charles Stanley

INVESTMENT TRUSTS

At a conference last April, Jackie Beard, director of closed-end fund research at Morningstar UK, was horrified by some investment trust directors' lack of knowledge and awareness of the RDR. Over a year on, has she noticed any change?

Jacqueline Lockie, training manager at the Association of Investment Companies (AIC), has outlined seven questions private investors should be asking their advisers in the run up to the retail distribution review (RDR).

SVM's Colin McLean has revamped the mandate of the £4m UK Emerging Fund plc and sold half the stocks in the portfolio, following the departure of manager Donald Robertson.

INVESTMENT TRUSTS

The board of Harry Nimmo's £163m Standard Life UK Smaller Companies trust has axed its performance fee, in a move to offer a transparent charging structure ahead of the impending retail distribution review (RDR).