Unit trusts/OEICs

Three advisers argue the case for investment trusts and reveal some of their favourites.

A number of misunderstandings have put advisers off the investment trust space, but excluding them from clients' portfolios is a big mistake, says Paul Taylor, managing director at McCarthy Taylor.

Suzi Edwards, senior manager in the Deloitte Stamp Tax Consultancy, examines the potential success of the proposed UK contractual fund against its European competitors for UK stamp tax purposes.

Fidelity FundsNetwork has become the first of the fund supermarkets to confirm it will offer investment trusts ahead of RDR.

Investment trusts have substantially outperformed unit trusts and OEICs over the past decade, according to research.

ETFs

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

Fund management groups and analysts have warned new dividend rules for investment trusts could see shareholders lose out as portfolios become less tax efficient.

EQUITY INCOME

Henderson's John Bennett has overhauled the Henderson European Focus trust, introducing more risk into the portfolio through active bets against the benchmark.