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Funds and Investment Trusts

Vietnam is the next emerging-markets star

Vietnam is the next emerging-markets star

1 mins. to read

Good morning Vietnam Adventurous investors who want to target countries with the highest growth potential might want to think about opening a position in Vietnam. This South-East Asian frontier market has largely been ignored as a source of investment returns, but it looks as though things are about to change as more people wake up…

Valuation vigilante: The Edinburgh Investment Trust

Valuation vigilante: The Edinburgh Investment Trust

4 mins. to read

The fund manager sticking to his disciplined approach Neil Woodford is probably the best known fund manager of his generation – so when he left Invesco Perpetual in January 2014 to set up his own firm it created a massive dilemma for the company. They responded by appointing Mark Barnett as his replacement, and he…

Star fund manager strikes cautious note

Star fund manager strikes cautious note

3 mins. to read

The Personal Assets Trust (LON:PAT) has just released its interim accounts for the six months to the end of October. It is one of the most cautiously positioned investment trusts on the market, yet has an excellent long-term track record, so it is well worth having a close look at the manager’s latest update. Sebastian…

Open-ended funds vs investment trusts

Open-ended funds vs investment trusts

1 mins. to read

There are lots of factors to consider when investing in a fund, but it’s important not to overlook the way it is structured. An investment trust operates in a completely different manner to an open-ended fund such as an OEIC or unit trust and there are times when this can have a significant bearing on…

British Empire Trust has further upside potential

British Empire Trust has further upside potential

4 mins. to read

The latest annual report from the British Empire Trust suggests that there is significant potential for further strong long-term returns. Here’s why… A few weeks ago I wrote about the improvement in performance at the British Empire Trust (LON:BTEM), which can be traced back to when Joe Bauernfreund took over as lead manager in October…

New Star Investment Trust’s 33% discount beckons

New Star Investment Trust’s 33% discount beckons

4 mins. to read

Last week I wrote about Miton Global Opportunities (LON:MIGO), which is an interesting investment trust that exploits pricing anomalies amongst closed-ended funds. One of its holdings is the New Star Investment Trust (LON:NSI) and I think it is worth a closer look as it offers an intriguing and possibly unique opportunity. NSI was originally launched…