Which investment trusts are boosting their appeal?

ITs

clock • 4 min read

Jackie Beard, director of closed-end fund research at Morningstar, surveys the largest investment trusts.

Since launching the Morningstar Analyst Ratings for Investment Trusts in January 2011, we have rated some of the largest investment trusts that are listed on a UK exchange, where portfolio information flow has been of a sufficient frequency and granularity and where we have had access to the fund management team. Of the top ten investment trusts by gross assets at the time of writing, six carry a Morningstar Analyst Rating. Only one has traded at a premium to its net asset value since the start of 2012 and that is Murray International. One year ago, the fund’s premium stood at arou...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment Trusts

Trustpilot