Funds and Investment Trusts

The small-cap funds with big potential

The small-cap funds with big potential

1 mins. to read

Last year’s Brexit referendum has created a huge amount of uncertainty for British businesses and the election of a minority Conservative government has muddied the waters even further. The lack of political leadership has made it difficult to assess the long-term economic impact of our departure from the EU on domestically focused companies, many of…

Inflation-linked income from supermarket real estate

Inflation-linked income from supermarket real estate

2 mins. to read

Income investors frustrated by the low rates of interest have had to look elsewhere for alternative sources of yield. The ideal investment for anyone in this position would be a relatively low risk fund that pays a reliable inflation-linked income like a property or infrastructure investment trust, but most of these vehicles are now trading…

How much does your fund really cost you?

How much does your fund really cost you?

2 mins. to read

Buying an investment fund is unlike almost any other purchase you will ever make as you are not told upfront how much it is going to cost you. The best available estimate is the ‘ongoing charges’ figure, which is disclosed in the associated literature, but it does not give you the full picture. A fund’s…

Why investors are flocking back to private equity

Why investors are flocking back to private equity

1 mins. to read

Listed Private Equity funds have delivered strong returns in the last few years, but despite this most are still trading on double-digit discounts. Many investors have been reluctant to return after the poor performance during the 2008 financial crisis, although the fundamentals across the sector are now much stronger. Private Equity funds are 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…