Liquidity was the largest barrier for wealth and asset managers investing in trusts with over half (54%) identifying it as a “limiting factor”.
This is according to The Investing Collective's report, Use of Investment Companies: UK Wholesale Investors, which found that platform access and implementation issues were also major obstacles. A third of respondents said that cost disclosure provided a reason not to buy trusts and one in five responded that solving that issue would make investment trusts more attractive. The majority of respondents did use investment trusts as 65% admitted to using them frequently or very frequently while more than half allocated more than 10% of client portfolios to the sector where they are used. ...
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