investment trusts

Investment trust providers need to have strong reasons to justify launching new closed-ended funds with equity mandates, as the sector becomes increasingly dominated by alternatives vehicles, according to Numis Securities.

Reduces blue-chip holdings

Two very different mandates

Platform launches 12 trusts

Only 26% of investment trusts launched between 2000 and 2009 are still going strong, while the rest have been wound up due to poor performance, wide discounts or because their mandate is no longer relevant, according to Numis Securities.

European and Japanese equities failed to rise after central bank action

Japan has 'tested our resolve'

Joined the firm in 2015

Miners lead the way

Kepler Partners' analysis of more than 280 funds reveals why even the most concentrated of small- and micro-cap focused trusts have superior risk/return characteristics.