Funds and Investment Trusts

The Trusts That Have Benefitted From Peak Rate Expectations

Anyone who follows the markets will have noticed the seismic shift in sentiment that has taken place in the last…

A Good Month For The Interest Rate Sensitive Trusts

November was a good month for the interest rate sensitive sectors with private equity, property and infrastructure all bouncing back…

Does This UK Small Cap Trust Offer A Compelling Valuation Opportunity?

It has been a tough time for UK small-cap stocks since the start of 2022, with the sector well behind…

Do Not Follow the Leader

One of the biggest benefits of ETFs is that they allow individual investors to hold diversified portfolios, rather than concentrating…

Resilient Performance From TR Property

It has been a difficult environment for commercial property with the increase in interest rates and challenging economic outlook adding…

Characteristically Cautious Update From Capital Gearing

The defensive multi-asset Capital Gearing Trust has just released its interim accounts for the six months to the end of…

Could This Activist Investor Trigger Some Quick Gains?

The AIC recently reported that investment trust discounts are at their widest since the global financial crisis in December 2008.

The Greatest Opportunity For Growth Investing In Japan Since The GFC

The challenges facing growth investors have been well documented in countries like the US and the UK, but they are…

The Most Popular Investment Trusts In 2023

A recent research report by the broker Numis has revealed which investment trusts retail investors have been buying in the…

Scottish Mortgage Lifts The Lid On Unlisted Holdings

For years, Scottish Mortgage was the best performing investment trust and it remains extremely popular, even though its shares are…