It has been an interesting start to the year for the alternatives sector, with many of the constituents outperforming the more mainstream mandates, although some have taken a real beating.
It has been a dramatic start to the year with a handful of winners and lots of big losers, but it could all change in the second half.
The £800m investment trust offers a one-stop shop for diversified renewable energy exposure and has recently been added to Winterflood’s model portfolio.
Most of the the current sell-off has been focused on technology stocks and the other growth-oriented parts of the market, but the small-cap sector has also been badly affected. This could result in a decent buying opportunity for longer-term investors, says Nick Sudbury.
The portfolio of Baillie Gifford’s best ideas has had a torrid few months and is now back to where it was during the throes of the Covid crash, but has the sell-off run its course?
The rise in inflation has led to a noticeable increase in the number of investors looking for income generating trusts and funds.
Annual results reveal another solid year for the defensively positioned multi-asset trust as its experienced manager draws parallels with the .com crash.
Income investors have a wide choice of trusts that pay anything from four to eight percent a year.
The top performing UK Equity Income trust looks well-placed to benefit from the continued rotation from value to growth.
It has been hard going for investors in Scottish Mortgage whose shares have halved from the recent all-time high, yet whenever these sorts of setbacks have happened in the past it has always managed to bounce back strongly.
