James Saunders Watson assesses how investment trusts can be utilised in retirement planning
Investment trusts, by nature of their closed ended structure, are well suited to investors with a long term horizon and, therefore, should be strongly considered when designing portfolios for retirement planning. The structure of investment trusts brings a number of key advantages to long term investors. Firstly, investors trade in the shares of the investment trust rather than directly in the underlying fund as they would with an open ended vehicle. This means that the underlying capital in an investment trust is permanent. The fund manager is, therefore, free to invest the assets as he ...
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