The bestselling trusts and funds for income
The rise in inflation has led to a noticeable increase in the number of investors looking for income generating trusts and funds.
The rise in inflation has led to a noticeable increase in the number of investors looking for income generating trusts and funds.
It’s been a pretty bad start for the year on the markets. Filipe R Costa asks whether this is a buying opportunity or a warning.
Annual results reveal another solid year for the defensively positioned multi-asset trust as its experienced manager draws parallels with the .com crash.
Income investors have a wide choice of trusts that pay anything from four to eight percent a year.
The top performing UK Equity Income trust looks well-placed to benefit from the continued rotation from value to growth.
It has been hard going for investors in Scottish Mortgage whose shares have halved from the recent all-time high, yet whenever these sorts of setbacks have happened in the past it has always managed to bounce back strongly.
It has been a brutal few month’s for Terry Smith’s popular investment trust with the sharp increase in bond yields undermining its growth-oriented holdings, but the managers are sticking to their long-term approach.
It has been a brutal few months for many growth-oriented trusts including in the UK smaller companies sector, with the sell-off giving longer term investors the chance to pick up a few bargains.
The music royalties investment trust has built up a varied portfolio of vintage catalogues, which provides a diversified source of income that is uncorrelated to the financial markets.
Middlefield Canadian Income is heavily invested in pipelines and energy, real-estate, financials and renewable power generation, it also enjoys a favourable economic backdrop with Canada being a net exporter of oil and gas.