Funds and Investment Trusts

The defensive fund that has outperformed the FTSE All-Share

Capital Gearing Trust has delivered an impressive annual gain of 7.9%, despite the managers’ main concern being capital preservation.  

Tired of all the political uncertainty? Why not try India?

The re-election of Prime Minister Modi has provided a boost to the specialist India-focused investment trusts.

How to diversify through alternative investment trusts

Nick Sudbury explains how investors can dampen the impact of market volatility through taking advantage of alternative assets via investment…

The highest yielding equity investment trusts

Nick Sudbury reviews some of the highest yielding equity income trusts and picks out some of the more interesting ones.

Star manager Alexander Darwall to step down from his open-ended funds

Alexander Darwall, a star manager at Jupiter, has recently announced that he is giving up his role as manager of…

UK equity fund withdrawals hit £12bn since Brexit

The Investment Association fund stats for March – the peak ISA season – show some interesting trends, writes Nick Sudbury. 

The low volatility REIT that pays a secure 4.3% yield

Nick Sudbury looks at a real estate investment trust where the returns should be relatively immune from any Brexit-related slowdown.

Can superstar fund managers outperform consistently?

With all of the thousands of different funds available, it is inevitable that some will deliver outstanding performance relative to…

Going for a song − the Hipgnosis Songs Fund

Out of all the alternative investment trusts launched in the last few years, the most unusual is probably the Hipgnosis…

Could this be the year for the Woodford Patient Capital Trust?

The Woodford Patient Capital Trust has just released its annual results for 2018. It was a mixed year for the…