Funds and Investment Trusts

How to protect your wealth against currency debasement

How to protect your wealth against currency debasement

2 mins. to read

The 2008 financial crisis may seem like a distant memory, but the ongoing ramifications are still a massive threat to your wealth. Concerted intervention by the world’s most powerful central banks managed to avert an immediate global meltdown, although we’re all going to pay the price in the form of higher inflation. The historically low…

Solid performance from the Personal Assets Trust

Solid performance from the Personal Assets Trust

6 mins. to read

The Personal Assets Trust (LON:PNL) is one of the best defensively orientated investment trusts on the market and it has just released its annual results for the year ended 30th April. Over the course of the financial year the fund’s net asset value (NAV) increased by 10.2% on a total return basis, or 8.6% if…

Does this fund really deserve its premium rating?

Does this fund really deserve its premium rating?

5 mins. to read

Normally you would expect the best performing investment trusts in a particular segment of the market to trade on the tightest discounts or largest premiums, but there are other factors that can distort the situation. A case in point is the Fundsmith Emerging Equities Trust (LON:FEET), which is run by the controversial Terry Smith. Recent…

Earn a 5.6% yield from a portfolio of secured loans

Earn a 5.6% yield from a portfolio of secured loans

5 mins. to read

Tougher regulatory requirements that were introduced following the financial crisis have reduced the willingness of the banks to lend to UK small and medium sized enterprises (SMEs). This has created a lucrative gap in the market that a number of closed-ended funds aimed at income investors have sought to take advantage of. A good example…

Revealed: The UK funds that pay a 5% income

Revealed: The UK funds that pay a 5% income

1 mins. to read

On the fifth of March 2009 the Bank of England reduced interest rates to the supposedly emergency level of 0.5%, and then cut them again last August to restore confidence after the Brexit referendum. The accommodative monetary policy has provided enormous support for those looking for capital growth, but it’s been a torrid time for…