Investment Trusts

        Why 2014 was a year of change for investment trusts

        Professional Adviser | 22 Dec 2014 | 11:13

        From fee reductions and discount management, to more board scrutiny. Jeremy Beckwith analyses the changing story behind investment trusts in 2014...

        A hand extended holding a bag of pounds - illustration

        How investment trusts can settle clients' income concerns

        Investment trusts' ability to smooth dividends over time is one reason they present a real income alternative, writes Jenna Voigt

        Professional Adviser | 17 Dec 2014 | 07:12

        Model portfolios deter advisers from investment trusts – Ascentric

        Ascentric’s managing director, Hugo Thorman, has argued advisers’ use of model portfolios is hindering the popularity of investment trusts.

        Professional Adviser | 10 Dec 2014 | 10:57

    Other Investment Trusts articles


      Who triumphed at the Investment Company of the Year Awards 2014?

      The winners of Professional Adviser sister title Investment Week's Investment Company of the Year Awards 2014 were crowned at a ceremony in London last night.

      Professional Adviser | 26 Nov 2014 | 07:40

      Investment trusts: 'Who are the dinosaurs now?'

      James Budden has a message for the investment trust naysayers…

      Professional Adviser | 30 Oct 2014 | 14:42

      Investment trusts special: What advisers need to know about gearing

      With gearing often cited as a key concern from advisers when it comes to feeling comfortable with investment trusts, Annabel Brodie-Smith takes us through the finer details

      Professional Adviser | 22 Oct 2014 | 10:56

      D2C platforms lead post-RDR revival for investment trusts

      Investors using direct to consumer platforms are now among the largest shareholders in investment trusts, as a post-Retail Distribution Review (RDR) revival for the sector gets underway.

      Professional Adviser | 21 Oct 2014 | 07:44

      Fund Focus: Peter Walls on why he is protecting against discount downside

      While reasonably confident on the outlook for markets, Peter Walls, manager of Unicorn Mastertrust, tells Maria Merricks why and how he is protecting against discount downside...

      Professional Adviser | 08 Oct 2014 | 17:25

      Schroder UK Growth trust sees discount jump after Dean exit

      The discount on Julie Dean's Schroder UK Growth investment trust has jumped sharply in the last few days following the announcement of her exit from the group.

      Professional Adviser | 10 Sep 2014 | 10:23

      Investment trusts explained (part one): Discounts and premiums

      Whether an investment trust is trading at a discount or premium is an important factor to consider before recommending one to clients. Annabel Brodie-Smith takes a closer look...

      Professional Adviser | 14 Aug 2014 | 08:00

      Invesco Property Income trust investors face 100% loss

      Shareholders in the troubled Invesco Property Income trust have been told they are likely to lose their entire investment after it was suspended pending an effective firesale of its assets.

      Professional Adviser | 30 Jul 2014 | 08:07
      magnifying glass

      F&C's Hewitt: We avoid trusts that are too aggressively geared

      Peter Hewitt, manager of the F&C MultiManager Investment Trust, talks to Maria Merricks about the challenges and virtues involved with running a portfolio of closed-ended funds.

      Professional Adviser | 03 Jul 2014 | 08:00
      Judge's gavel

      IFA firm faces £500k claim after judge allows disclosure of company files

      The owners of a former advisory business are a step closer to facing a £500,000 claim for bad advice after a judge ordered them to disclose documents that could wreck their defence the claim is too old.

      Professional Adviser | 01 Jul 2014 | 13:13
      nick train

      Train looks back on a year in the investment trust space

      Nick Train has outlined the main themes which affected the performance of his Lindsell Train investment trust over the last year, noting a 'flight to quality', technological change, and India all impacted the fund in different ways.

      Professional Adviser | 24 Jun 2014 | 09:56

      Revealed: The most consistent top performing investment trusts of the past decade

      UK smaller company funds have once again dominated the list of the most consistently top performing investment trusts of the last decade, a study has revealed.

      Professional Adviser | 20 May 2014 | 07:46
      HM Revenue and Customs

      HMRC error leaves VCTs unable to issue shares

      Venture Capital Trusts (VCTs) have been hoarding investor cash after an error from HM Revenue and Customs left the vehicles afraid of issuing new shares.

      Professional Adviser | 25 Apr 2014 | 13:07

      Jupiter inflows hit £550m in Q1

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

      IFAonline | 11 Apr 2014 | 07:27
      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

      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


    Will the FCA's ‘second line of defence’ save retirees from bad outcomes?