Picking the perfect investment trust


With over 400 investment trusts available to investors, how do you pick the best one for your clients? Stephen Peters, investment trust analyst at Charles Stanley, offers his tips.

Historically, many advisers did not recommend investment trusts to clients as they did not pay them commission of some ‘kind’ for doing so. This is relevant as it has meant that the provision of information and data for the sector has historically been far less than seen for open- ended funds. Fund management groups had little incentive to pay for advertising, data websites and marketing trips for their closed ended funds as they simply didn’t make as much money as they did by spending money on their open-ended fund business. In recent years, this has changed. Alongside the share ...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
 Be the first to hear about our events and awards programmes.



Already a Professional Adviser member?


More on Investment Trusts

What Q1 2023 and beyond could hold in store for markets

What Q1 2023 and beyond could hold in store for markets

Look at the road ahead, not the flies hitting the windscreen

Andrew Bell
clock 22 December 2022 • 8 min read
The trust is down against both sector and benchmark year-to-date, and across one, three and five years.

Fundsmith Emerging Equities trust proposes liquidation

£323m Fundsmith Emerging Equities trust performance ‘fallen below expectations’

James Baxter-Derrington
clock 14 September 2022 • 1 min read
Despite the market drop in the first half of the year, there were purchases of £700m between January and June, the highest level ever in a six-month period.

Demand for investment trusts remains resilient in Q2 despite market turmoil

Purchases of £361m over the quarter

Valeria Martinez
clock 06 September 2022 • 2 min read