Investment Trust News

Gary Channon, CIO at Phoenix Asset Management Partners, on why he is keeping the faith with value investing.

Direct engagement with investee companies provides unique insights that data alone cannot, especially in emerging markets.

The AIC's Commodities & Natural Resources sector: A pick 'n' mix collection of funds with different strategies on building a better mousetrap

Iain Pyle, Lead Manager of Shires Income PLC looks at the case for investing in the US versus the UK and the risks involved

The Commodities and Natural Resources sector is a varied and exciting sector with a diverse range of investment companies to choose from

The Worldwide Healthcare Trust celebrates 30 years this year but it's the next 30 years that look really exciting

North America offers great opportunities in the new Realpolitik of the second coming of Trump, but risks lurk at the fringes

Managing over £12bn, the AIC UK Equity Income sector blends tradition and performance, with long-standing trusts leading long-term returns while newer funds shine in the short-term

The UK’s smaller companies are well-versed in navigating difficult periods and they have been through worse periods than this

Majedie Investments has been preserving and growing the wealth of the Barlow family - and other investors - for over a century.

European investment trust sector offers new opportunities for investors as Europe is forced to pivot in response to new US policy

Saba Capital's activism campaign has been a wake up call for investment trust boards - but what changes can they make?

Tariffs are not new, and good companies can navigate these threats. This is an environment that requires some flexibility by investors

The scope for diversification in Asia equities is greater than many investors appreciate. The key lies in moving beyond the bigger picture

With the ISA deadline approaching, the AIC has a list of the 20 best performing investment trusts over ten years

While demand for sustainable solutions remains strong, persistent discount levels and lacklustre performance have proved challenging

Activist fund manager Saba Capital has built up positions in around 17 investment trusts in a bid to force through board changes.

Baillie Gifford UK Growth Trust confident of a return to profit for the UK market as government prioritises economic growth

Just as the snake will periodically shed its skin, can China shake off its recent weakness and emerge renewed in the year ahead?

Shareholders of both Baillie Gifford US Growth and Keystone Positive Change votes against Saba's proposals.

Fidelity Special Situations investment trust gives investors exposure to a broad segment of the Chinese economy.

The Association of Investment Companies has argued that reforms are needed to compel investment platforms to communicate better.

More critical votes are on the horizon as US hedge fund Saba Capital seeks to make changes at six investment trust boards.

Baillie Gifford US Growth is facing the Saba vote at end of the month and will prove to be a test-case as to how the other votes will go

As voting deadlines approach, analysts and industry bodies question whether Saba's bid can stay inside UK governance rules

Polar Capital Technology Trust leads its AIC sector over one-year and Manager, Ben Rogoff is bullish on the potential of AI

Saba Capital is proposing to take control of no less than seven London-listed investment trusts and make their own board appointments.

Association of Investment Companies' members tip healthcare, technology and North America as the best-performing sectors for 2025

We review the top-five performing investment trusts over 2024, featuring a mix of sectors including private equity and space travel

CT UK High Income Trust offers investors a good income but with an adventurous investment mandate it is also aiming to deliver capital growth

JPMorgan Emerging Europe, Middle East & Africa investment trust has a chart-topping year as expands its investment mandate

Baker Steel Resources Trust takes a brave approach to investment in early-stage mining opportunities. Paying off as is top performer in sector

Chenavari Toro picks up on growing trend since GFC of bank lending switching to private lending and securitisation.

The economic outlook is uncertain and the US equity market is fully valued but quality opportunities are still on offer

Allianz Technology Trust follows the big beasts in the technology sector in the hunt for consistent long-term rewards.

British & American is the top-performing investment trust over one year and offers investors a very concentrated portfolio

The US markets are now a huge weight in many major global indices, and this may be a risk for investors targeting a diversified portfolio

On the podcast this week we talk investment trust portfolios with Peter Hewitt, fund manager of the CT Global Managed Portfolio Trust.

The Law Debenture Investment Trust is a top UK Equity Income performer over the longer term on the back of a bottom-up value-driven approach

Greece has come a long way since it threatened to crash the Euro - does it now offer investors some of the best prospects in Europe?

JPMorgan US Smaller Companies is strategically positioned to take advantage of a potential post-election uptick in smaller US companies

Asia Dragon Investment Trust looks to the emerging markets of ASEAN to drive investment and regional growth over the longer term.

MIGO Opportunities is consistently outperforming its sector peers by finding hidden gems amongst unloved and undervalued investment trusts

Murray Income Trust looks for UK companies that are exposed to a number of key areas of structural growth in the global economy

Baillie Gifford US Growth is the top performer in its sector over one-year with its ability to invest in private-held companies seen as a bonus

We take a look at Bluefield Solar which harnesses the power of the sun for sustainable returns through its investment in a diversified portfolio of UK solar assets

New rules are coming for UK funds, but in the meantime investment trusts are being exempted from cost disclosure regulations.

In our latest Investment Trust report, we look at European Smaller Companies IT which seeks niche players and sector leaders, finding the winners of tomorrow at a reasonable price

Greencoat Renewables is prioritising agreements with market leaders and blue chips that provide clean energy to large technology companies

The Bank of England's long-awaited interest rate cut offers a number of positive implications for the Shires Income portfolio

Rockwood Strategic's team's quest to identify undervalued UK smallcaps leads to consistent outperformance of sector

Today, we take a look at Mercantile Investment Trust which leads the AIC's UK All Companies sector, championing UK mid- and smallcap companies

3i Infrastructure fund beats competition out of the market offering a +227% return over the last decade through disciplined thematic process

New companies coming into the dividend fold is always welcome, but are these AI giants likely to become a feature of Murray International?

CVC Income & Growth investment trust consistently outperforms its sector through investment in sub-investment grade credit and leveraged loans

Schroder Japan Trust invests with conviction in the best that the recovering Japanese economy offers. Rewrites dividend and discount policy.

Here's our in-depth look at Majedie Investments which runs a single portfolio, managed for inflation-beating total returns

The Schiehallion fund focuses on high-growth pre-IPO companies and tops performance in the AIC's Growth Capital sector

Brown Advisory US Smaller Companies fund offers a window on the diverse and dynamic US smallcap sector set to grow in coming years

JPMorgan UK Small Cap Growth & Income Trust bets big on the smaller end of the market powering UK economic recovery.

M&L consistently tops its sector with a high conviction tech-focused large cap strategy to produce stellar returns

Investment Manager James Thom makes the case for investors to continue backing India following the shock General Election result

The AIC have released the top performing investment trusts for the first half of 2024 with the Tech Sector leading the way

Gulf Investment Fund provides a vehicle to find opportunities in one of world fastest-developing regional markets.

The combination will occur in the autumn and builds upon the multi-manager investment model already employed by Alliance Trust.

Riverstone Energy investment trust has a strong year, but has to row back on poor longer term performance over five- and ten-years.

The Armchair Trader showcases the Association of Investment Companies' next generation of 'Dividend Heroes'

Seraphim Space Investment Trust maintains momentum as it benefits from a continued recovery in investment in-space economy.

In the wake of India's elections, we look at what this means for economic policy and how investors can still access this dynamic Asian story.

After a torrid couple of years, investment trust analysts say that there are signs that appetite for UK REITs is picking up.

Stock-picking expertise drives Schroder Oriental Income Fund's performance as manager targets dividend-paying companies in Asia Pacific

STS Global's management team talked to us about why they feel their approach will yield dividends for the cautious investor.

Beyond the hype: We take a look at why Greencoat UK Wind remains a long-term play in the renewable energy sector

Geiger Counter tracks strong uranium price to become third-best performing investment trust over five years

JPMorgan American Investment Trust, a consistent performer built on the back of large-cap American global titans

Crystal Amber takes an unconventional activist approach to sit top of the AIC UK Smaller Companies sector over one year

Pacific Horizon Investment Trust backs India and technology to power Asian growth over the long term, returning 270% over the last decade

Intuitive Investment Group follows a high conviction-led investment strategy which has yielded one-year returns of 120%

Finsbury Growth & Income Trust is the second-best performer in the UK Equity Income sector, but short-term performance is raising concerns

Literacy Capital confirmed this week that it has completed the refinancing of one of its largest portfolio companies with new lenders.

BlackRock Energy and Resources Income Trust offers a diversified approach for investors seeking opportunities in the mining and energy sectors

Witan Investment Trust board is set to decide the future direction for the fund following the announcement that its CEO is stepping down

The AIC has published its latest list of dividend heroes, investment trusts which have increased their dividends consistently, year on year

Artemis Alpha Trust is trading at a discount to its NAV but is bullish on the longer-term prospects of UK equities

Pershing Square shelves plans to relocate to the US choosing instead to set up USA closed-ended fund managed on the same principles

Templeton Emerging Markets Investment Trust has had a rocky time of late but is it time for emerging markets to shine again?

TR Property Trust bets big on a return to boom-time for property. Can this investment trust unlock the hidden potential of real estate?

Scottish Mortgage's focus on long-term global structural growth makes it the best performing portfolio over 10 years

Which investment trusts would have made investors more than £1m if they had invested the full ISA allowance in the same trust each year?

Scottish American Investment Company's focus on dividend growth and income makes it a long-term play for conservative investors

Caledonia Investments is an investment trust that offers a flexible, uncorrelated diversified fund that focuses on long term yields and growth

The City of London Investment Trust has been delivering dividends for 57 years and shows no sign of slowing down

India Capital Growth investment trust gives UK investors a window into the exciting growth story in the country

In this video, we are joined by three fund managers who give their opinion on the SmallCap market and the opportunity for investors

Baroness Ros Altmann brings a Private Members Bill for debate to the UK's House of Lords that seeks to remove Investment Trusts from AIFMD

River & Mercantile UK Micro Cap Trust fund manager, George Ensor says "now is a good time to be investing in UK micro caps"

Nick Greenwood handed in his notice with Premier Miton back in March, but has managed the MIGO trust since 2004.

DORE experiences problems on solar and hydro and Swedish electricity pricing, but "good wind" sees wind power generation above expectations.

This fund has consistently beaten the market by making investments in utilities across the emerging markets. Watch the video to find out how.

Literacy Capital has sold one of its larger investments in full, generating a strong return for shareholders to fund future investments

We provide some more rationale on why we bought into the India Capital Growth fund, managed by Ocean Dial Asset Management.

RBC Emerging Markets Value Equity aims for long-term capital growth investing in emerging markets with focus on relative value and dividends

We take a closer look at listed venture capital fund of funds SuperSeed Capital, which is listed on the Aquis Stock Exchange.

Alliance Trust generates it returns from a total of 10 different stock picking fund managers appointed by the fund's adviser.

BlackRock World Mining Trust optimistic on global economic grown but caution remains for developed markets

The Utilico Emerging Markets Trust offers access to a cheap portfolio, big discount, and +3% dividend yield

Joining our long term growth portfolio is an investment trust which represents an excellent bet on further equity upside in the country.

Rights & Issues Investment Trust sweeps market for smallcap opportunities with new broom as Jupiter team gets to work

Onward Opportunities Investment Trust launches to seek out unrealised value in the UK smaller companies market

BlackRock Latin American Investment Trust offers a gateway into an exciting market that is set to grow over the next decade

Personal Assets Trust, a safe harbour in difficult climes believes weaker earnings will drive markets lower. Stocks up on gold and TIPS

Fidelity European Trust has followed the European market lower but is ahead of its peers and in a good place to bounce-back in 2023

The Renewables Infrastructure Group reports strong performance as the global trend for decarbonisation gains momentum

We take our first look at FTSE 250 Capital Gearing Trust and why its long term conservative approach makes it attractive for investors.

We evaluate Securities Trust of Scotland, the listed global equity income investment trust now managed by Troy Asset Management.

Polar Capital Technology Trust is still confident on various sub-sectors of the technology space despite a tough year for tech stocks

Aberdeen New India Investment Trust offers exposure to fifth largest global economy that continues positive growth during global recession

We have added this renewable energy fund to our picks. Trading at a discount, we take a closer look at the fund's strategy

Our first pick for September is a listed investment company that is solely focused on acquiring solar farms in the UK and abroad.

We are adding a mining trust to our longer term positions as we prune out some inflation risk and participate in further sector upside.

We talk to David Ricketts, author of 'When The Fund Stops', about the rise and fall of star fund manager Neil Woodford.

We take a look at the performance of seven investment companies designed to combat a higher inflationary environment.

We spoke to Richard Hickman, the fund manager responsible for HarbourVest's FTSE 250 HVPE private equity investment trust.

We are adding investment trust Riverstone Energy to our longer term outlook portfolio due to its strong oil and renewables position.

Record fundraising for investment companies in 2021 helped propel the investment trusts industry to its highest ever level of AUM.

Vietnam Holding is an investment trust that has not only beaten the best market in Asia in 12 months, but beaten it by a lot!

We look at some of the top performing London-listed investment trusts that are currently active in the Japanese equities market.

Now trading at a slight discount, does the Murray International Trust's dividend yield offer enough for investors worried about UK inflation?

For long term and income investors, The City of London Investment Trust remains one of the most popular listed investment trusts available

We check out this dividend hero, Bankers Investment Trust, one of the darlings of the UK investment trust sector, managed by Janus Henderson.

Despite the pandemic an impressive number of investment trusts maintained or increased dividends last year, but who are the most consistent payers?