Winterflood: Liquidity concerns overstated for majority of trusts

Improvements for larger funds

Helen Oxley, head of business development at Winterflood Business Services, takes a closer look at how closed-ended vehicles are tackling liquidity concerns.

One of the key challenges facing the greater adoption of investment trusts is the perception of liquidity. While a significant number of platforms, advisers and wealth managers have embraced the asset class in the post-RDR world, not all are converted. Liquidity concern is regularly cited as the reason why many have yet to widen their portfolio reach to include the sector. However, a new study by Winterflood Investment Trusts shows the majority of investment trusts are showing improving levels of liquidity. It is important to first look at context when tackling the issue of liquidity ...