Jupiter inflows hit £550m in Q1

IFAonline | 11 Apr 2014 | 07:27

Jupiter has reported net inflows of almost £550m in Q1 as new investment trust business and continued retail flows bolstered AUM.

HM Revenue and Customs

'Worrying times' as HMRC withdraws firm's VCT status

Her Majesty's Revenue & Customs (HMRC) has for the first time withdrawn the venture capital trust (VCT) status of a company, after Oxford Technology breached one of its investment rules.

IFAonline | 13 Mar 2014 | 14:52

Witan stands by performance fee model after strong year

Witan Investment Trust has said it will continue to invest in funds which charge performance fees as it revealed a strong set of results for 2013.

IFAonline | 12 Mar 2014 | 11:39

Other Investment Trusts articles


Alliance Trust builds presence in England as Scottish independence vote looms

Alliance Trust has begun to implement plans to relocate parts of the business to England, amid growing uncertainty caused by the upcoming referendum on Scottish independence.

IFAonline | 07 Mar 2014 | 09:33

Tigue to step down from £2bn F&C trust

Jeremy Tigue is to step down from the £2.4bn Foreign & Colonial trust as he prepares to retire at the end of the year.

IFAonline | 04 Mar 2014 | 07:42
ian gorham

Hargreaves reverses investment trust charge move as assets jump 43%

Hargreaves Lansdown has reversed its decision to increase charges for clients who hold investment trusts - a consequence of its new pricing model announced last month - and said it may be open to further changes as it announced a set of record-breaking results.

IFAonline | 05 Feb 2014 | 07:46

Barnett to take over management of Edinburgh investment trust

Invesco Perpetual's Mark Barnett is to become manager of the £1bn Edinburgh investment trust as of today, taking over from Neil Woodford ahead of the latter's forthcoming move to Oakley Capital.

IFAonline | 28 Jan 2014 | 08:18

The stocks the UK's largest investment trust is backing for 2014

The managers of the £3bn Scottish Mortgage investment trust have added a number of idiosyncratic stocks to their portfolio in the belief that 'safer' companies could be set for a fall.

IFAonline | 08 Jan 2014 | 15:49

UK's third-longest serving fund manager to retire

Brian O'Neill, one of the country's longest-serving fund managers, is to retire from his role running the Henderson Global investment trust next year.

IFAonline | 12 Dec 2013 | 12:50

Woodford cautions on Edinburgh IT returns after recent gains

Neil Woodford has warned investors in his £1.3bn Edinburgh Investment trust that the recent period of strong performance is unlikely to continue if the Federal Reserve tapers bond purchases.

IFAonline | 14 Nov 2013 | 08:15

F&C sees AUM decline to £90bn despite strong retail inflows

F&C saw its assets under management decline by £2.2bn to £90.1bn in the third quarter, despite a further climb in retail inflows, the group revealed today.

IFAonline | 01 Nov 2013 | 11:36

Woodford's Edinburgh trust shares dive after shock exit

Shares in the Edinburgh Investment Trust were selling off this afternoon after the shock news Neil Woodford will be leaving Invesco Perpetual in April.

IFAonline | 15 Oct 2013 | 15:46

Investment trusts: Dispelling the myths

The RDR was billed as a new dawn for investment trusts yet they are still viewed with caution. Henderson’s James de Sausmarez irons out some of the misunderstandings.

IFAonline | 12 Sep 2013 | 08:00

Trendy at last? The rise of frontier markets

Is this the breakout year for frontier markets? Sam Vecht, manager of the BlackRock Frontiers investment trust, thinks so.

IFAonline | 15 Aug 2013 | 08:00
Kyle Caldwell

Could investment trusts be about to enter a new paradigm?

The implementation of the Retail Distribution Review (RDR) was hailed as a game-changer for the investment trust industry, but there are other factors at play too.

IFAonline | 22 Jul 2013 | 11:53
hargreaves lansdown logo

Hargreaves: Why we still do not push investment trusts post-RDR

Fund supermarket Hargreaves Lansdown is continuing to shun investment trusts despite bolstering its research into the sector over the past year.

IFAonline | 11 Jul 2013 | 15:18

Anthony Bolton a 'fallen star'? No chance

Clearly fund managers are the new rock and roll - there can be no other explanation for the coverage Fidelity’s Anthony Bolton received last week.

IFAonline | 24 Jun 2013 | 08:15

Bolton's legacy: The successes, the mistakes and the overall returns

Fidelity's legendary fund manager Anthony Bolton has announced he is to retire next April, bringing to a close a 35-year career managing money at the group, but what legacy does he leave behind?

IFAonline | 17 Jun 2013 | 13:00

Bolton: I am disappointed but do not regret my return

Anthony Bolton has told investors he has no regrets about taking on the Fidelity China Special Situations trust, despite a “disappointing” run of performance.

IFAonline | 17 Jun 2013 | 11:28

Anthony Bolton to retire next year; Dale Nicholls to run China trust

Star fund manager Anthony Bolton is to retire from portfolio management next year, Fidelity has announced, with Dale Nicholls set to take over the reins at the group's China Special Situations investment trust.

IFAonline | 17 Jun 2013 | 08:42


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