Trusts outperform equivalent fund 75% of the time - AJ Bell

60% of time trusts also cheaper

Anna Fedorova
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Majority of investment trusts outperform equivalent funds over 10 years
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Majority of investment trusts outperform equivalent funds over 10 years

Investment trusts outperformed open-ended funds run by the same manager over a 10-year period three-quarters of the time, with the majority also costing less in management fees, research from AJ Bell has found.

AJ Bell found the trusts run by the same manager were cheaper than the open-ended funds in 60% of cases, with the average funds it looked at costing 0.97% versus a 0.91% fee on trusts. However, ...

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