The best and worst performing funds of 2021
3 mins. to read
Nick Sudbury runs through the 2021’s top picks and some funds that you would have been better off avoiding.
Funds and Investment Trusts
The Fed comes clean and admits that inflation is not transitory
3 mins. to read
Monetary policy is finally being tightened, but the markets are not pricing in the full extent of the measures needed to get inflation back under control.
The Monks investment trust: a portfolio of Baillie Gifford’s best-ideas
2 mins. to read
Although not as well-known as its larger stablemate, Scottish Mortgage, Monks provides a great way to gain exposure to Baillie Gifford’s growth disrupters.
Schroder Asian Total Return: attractive ‘all-weather’ mandate
2 mins. to read
Some investment trusts don’t get the attention they deserve with Schroder Asian Total Return being a case in point; its strong track record and element of downside protection making it worth a closer look.
HICL Infrastructure: solid performance with a 4.9% inflation-linked yield
2 mins. to read
Real assets such as infrastructure are among the best ways to protect yourself against rising inflation with the returns from HICL going up with every increase in prices.
Which trusts and funds are the professionals buying?
11 mins. to read
The latest updates from the various fund-of-funds can give some useful pointers as to where the managers are finding value.
The under-the-radar trust that is trading at a 56% discount
2 mins. to read
It is not often that you come across an investment trust that is available for less than half of its net asset value (NAV), but this niche vehicle looks like it is materially undervalued.
Buying opportunity for the Biotech Growth Trust
2 mins. to read
Does Biotech Growth Trust’s recent share price weakness offer a decent entry point for long-term investors?
Fixed Income ETFs for Avoiding Interest-Rate Risk
10 mins. to read
Looking back at bond yields over the last 40 years, all we see is a steep, never-ending decline, but is fixed income in the current climate?
Weathering the storm: how UK equity income trusts have protected their dividends
2 mins. to read
A report by Investec looking at how the UK equity income sector held up during the lockdown has highlighted an advantage of close-ended funds.