Investment Trusts

Industry Voice: Mission possible: How to compare funds in Volatility Managed Sector

Investment Trusts

Industry Voice: Mission possible: How to compare funds in Volatility Managed Sector

Comparing funds in the IA Volatility Managed sector is difficult due to their myriad volatility targets. So, what happened when we built a benchmark of our own?

clock 11 January 2022 • 4 min read
BlackRock trust will shift to sustainable strategy after 178% growth in 10 years

Investment Trusts

BlackRock trust will shift to sustainable strategy after 178% growth in 10 years

BlackRock Sustainable American Income Trust

clock 29 June 2021 • 1 min read
Schroders forges ahead with British Opportunities Trust launch as competitors drop out

Investment Trusts

Schroders forges ahead with British Opportunities Trust launch as competitors drop out

To list on 1 December

clock 10 November 2020 •
AIC launches investment company research tool for advisers

Investment Trusts

AIC launches investment company research tool for advisers

Filter and compare investment companies

clock 09 September 2020 •
Adviser knowledge gap hinders investment company use, research

Investment Trusts

Adviser knowledge gap hinders investment company use, research

Main barriers revealed

clock 30 January 2020 •
Investment trusts outperform sister funds over 75% of the time - AJ Bell

Investment Trusts

Investment trusts outperform sister funds over 75% of the time - AJ Bell

'Alarming' performance differential

clock 23 January 2020 •
Investors 'underwhelmed' by Barnett replacement on Edinburgh investment trust

Investment Trusts

Investors 'underwhelmed' by Barnett replacement on Edinburgh investment trust

Mixed industry reaction to new appointment

clock 12 December 2019 •
Edinburgh IT set to dump Invesco's Barnett in favour of Majedie

Investment Trusts

Edinburgh IT set to dump Invesco's Barnett in favour of Majedie

Follows extended period of underperformance

clock 11 December 2019 •
Baillie Gifford's Mileva: Hargreaves Lansdown needs to 'grow up'

Investment Trusts

Baillie Gifford's Mileva: Hargreaves Lansdown needs to 'grow up'

Investor urges fund group to be more cautious on promoting funds

clock 19 November 2019 •
Lauren Mason: Rebuilding trust after the Woodford storm

Investment Trusts

Lauren Mason: Rebuilding trust after the Woodford storm

Winning back consumer confidence

clock 29 October 2019 •
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