Funds and Investment Trusts

The funds that pay a 7% yield: The Schroder Income Maximisers

In the current low yield environment it can be difficult to find investments that offer an attractive level of income,…

Good value: A head to head comparison of the best value funds on the market

Value investors look for companies that are undervalued relative to their assets or cash flows. There are relatively few funds…

All change at Alliance Trust

Significant changes have been announced at Alliance Trust (ATST) following the intervention of an activist investor. The fund has been…

49 consecutive years of dividend increases: The City of London Investment Trust

In my article for the October issue of Master Investor magazine, Smooth Operators, I looked at which investment trusts have…

In the eye of the storm: The BlackRock World Mining Trust

The slowdown in China has had a huge impact on the prices of raw materials with iron ore losing more…

Too much of a good thing can be bad for you…

...The funds with the largest exposure to an individual company I have written before about the superior performance of concentrated…

Attractive entry level for specialist litigation fund Juridica Investments

The market often overreacts to bad news and where this is the case it can create a decent buying opportunity…

A potential buying opportunity: Worldwide Healthcare Trust

Market sell-offs tend to provoke some rather indiscriminate selling, which can provide buying opportunities for more discerning longer term investors.…

The UK smaller companies funds that are less susceptible to the global slowdown

Smaller companies funds are generally considered to be higher risk than their large cap counterparts, but during the recent market…

Three funds that have withstood the market sell-off

On June 17th I wrote about three cautiously managed investment trusts that had delivered steady returns while limiting the downside…