Commodities leading investment trust returns

Investment trust market mirrors macroeconomic trends as commodities and natural resources vehicles outperform over last 12 months

Commodities and natural resources have been the strongest investment trust performers over the last 12 months, reflecting global macroeconomic trends. The latest Association of Investment Trusts (AIC) statistics show recent surges in commodities and oil prices boosted closed-ended vehicles in the specialist commodities and natural resources sector. This area has produced average growth of 31% this year alone, closely followed by the global emerging market sector's 24% return. Country specialists such as Europe were third best, up 13%, with infrastructure ranking fourth. A new trend ...